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Capital Economics - 凯投宏观

China Economics Update

Short and timely commentaries on economic or market issues and events.

Sample - Policymakers embrace pro-growth stance

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China Economics > China Economics Update — 14 May, 2012Required reserve ratio cut not enough to trigger rebound China Economics > China Economics Update — 11 May, 2012Hong Kong falters in Q1 China Economics > China Economics Update — 11 May, 2012April slump to prompt more easing China Economics > China Economics Update — 08 May, 2012Inflation Monitor (Apr.)China Economics > China Economics Update — 16 Apr, 2012What should we make of the widened renminbi band?China Economics > China Economics Update — 13 Apr, 2012Government commits to further loosening China Economics > China Economics Update — 12 Apr, 2012Policy easing starting to have an impact China Economics > China Economics Update — 12 Apr, 2012Optimism on China’s current account is premature China Economics > China Economics Update — 04 Apr, 2012What does the increase in QFII and RQFII quotas mean?China Economics > China Economics Update — 04 Apr, 2012Inflation Monitor (Mar.)

China Economics > China Economics Update — 02 Apr, 2012Manufacturing still soft despite strong official PMI China Economics > China Economics Update — 29 Mar, 2012Is China's move up the value chain a threat to Asian economies?China Economics > China Economics Update — 28 Mar, 2012No need to worry about low-end exports losing market share China Economics > China Economics Update — 20 Mar, 2012The view from the ground – Q1 2012 China Economics > China Economics Update — 19 Mar, 2012Key challenges await Hong Kong’s new chief executive China Economics > China Economics Update — 14 Mar, 2012What do Wen’s comments mean for property and the renminbi?China Economics > China Economics Update — 12 Mar, 2012Huge trade deficit, but questions too over domestic demand China Economics > China Economics Update — 12 Mar, 2012Stop worrying about the new growth target China Economics > China Economics Update — 09 Mar, 2012Inflation falls, but activity disappoints at start of year China Economics > China Economics Update — 07 Mar, 2012Inflation Monitor (Feb.)

China Economics > China Economics Update — 05 Mar, 2012Key takeaways from the National People’s Congress China Economics > China Economics Update — 05 Mar, 2012Questions over credibility of China’s budget China Economics > China Economics Update — 24 Feb, 2012How rapidly will China relax capital controls?China Economics > China Economics Update — 20 Feb, 2012Gradual policy easing to continue China Economics > China Economics Update — 14 Feb, 2012Current account surplus falling but trade frictions to remain China Economics > China Economics Update — 08 Feb, 2012Inflation Monitor (Jan.)China Economics > China Economics Update — 01 Feb, 2012Hong Kong growth to remain weak despite expansionary budget China Economics > China Economics Update — 19 Jan, 2012Will China’s rebalancing last?China Economics > China Economics Update — 17 Jan, 2012Unexpectedly strong in Q4, but property problems looming China Economics > China Economics Update — 09 Jan, 2012NBS business conditions survey (Q4)

China Economics > China Economics Update — 05 Jan, 2012Inflation Monitor (Dec.)China Economics > China Economics Update — 15 Dec, 2011How vulnerable is Asia to a euro-zone banking crisis?China Economics > China Economics Update — 14 Dec, 2011Global slowdown will expose failure to boost consumption China Economics > China Economics Update — 14 Dec, 2011Policymakers embrace pro-growth stance China Economics > China Economics Update — 09 Dec, 2011Inflation plummets, activity slows China Economics > China Economics Update — 07 Dec, 2011Emerging Economies: Five key calls for 2012 China Economics > China Economics Update — 06 Dec, 2011Inflation Monitor (Nov.)China Economics > China Economics Update — 02 Dec, 2011What would a euro-zone break-up mean for China’s markets?China Economics > China Economics Update — 18 Nov, 2011How badly will China’s exporters be hit?China Economics > China Economics Update — 11 Nov, 2011Hong Kong facing a difficult year ahead

China Economics > China Economics Update — 09 Nov, 2011Inflation tumbles China Economics > China Economics Update — 07 Nov, 2011Inflation Monitor (Oct.)China Economics > China Economics Update — 28 Oct, 2011Chinese whispers alone won't save the euro China Economics > China Economics Update — 18 Oct, 2011Stable in Q3, but problems looming China Economics > China Economics Update — 17 Oct, 2011What should we make of the fall in China’s FX reserves?China Economics > China Economics Update — 14 Oct, 2011Inflation in decline China Economics > China Economics Update — 12 Oct, 2011Inflation Monitor (Sep.)China Economics > China Economics Update — 06 Oct, 2011Is China facing a property market collapse?China Economics > China Economics Update — 15 Sep, 2011The view from the ground – Q3 2011 China Economics > China Economics Update — 12 Sep, 2011Import data point to recovery in domestic demand

China Economics > China Economics Update — 09 Sep, 2011Slower inflation and continued weakness in consumption China Economics > China Economics Update — 06 Sep, 2011Inflation Monitor (Aug.)China Economics > China Economics Update — 16 Aug, 2011How could China help the rest of the world?China Economics > China Economics Update — 09 Aug, 2011Inflation rises, but economic activity is weak China Economics > China Economics Update — 03 Aug, 2011Inflation Monitor (Jul.)China Economics > China Economics Update — 19 Jul, 2011How interest rate policy undermines China’s growth China Economics > China Economics Update — 13 Jul, 2011Hard landing fears recede, but imbalances grow China Economics > China Economics Update — 12 Jul, 2011What was behind the lending rebound?China Economics > China Economics Update — 11 Jul, 2011No need to panic over inflation surge China Economics > China Economics Update — 08 Jul, 2011Inflation Monitor (Jun.)

China Economics > China Economics Update — 06 Jul, 2011Could rate hikes push China into a hard landing?China Economics > China Economics Update — 27 Jun, 2011Can China solve the euro-zone’s problems?China Economics > China Economics Update — 16 Jun, 2011The view from the ground - Q2 2011 China Economics > China Economics Update — 14 Jun, 2011People's Bank still in tightening mode China Economics > China Economics Update — 13 Jun, 2011Weaker lending adds to growth concerns China Economics > China Economics Update — 02 Jun, 2011Inflation Monitor (May)China Economics > China Economics Update — 23 May, 2011Does China face a hard landing?China Economics > China Economics Update — 13 May, 2011Strong Hong Kong growth stokes property bubble fears China Economics > China Economics Update — 11 May, 2011Inflation high, activity unexpectedly weak China Economics > China Economics Update — 10 May, 2011Inflation Monitor (Apr.)

China Economics > China Economics Update — 19 Apr, 2011A policy shift on the renminbi China Economics > China Economics Update — 15 Apr, 2011Activity slows, inflation concerns remain China Economics > China Economics Update — 14 Apr, 2011What should we make of the new financing measure?China Economics > China Economics Update — 14 Apr, 2011People's Bank still intervening heavily China Economics > China Economics Update — 13 Apr, 2011Inflation Monitor (Mar.)China Economics > China Economics Update — 05 Apr, 2011What should we make of today's rate hike?China Economics > China Economics Update — 18 Mar, 2011Overheating concerns set to decline China Economics > China Economics Update — 16 Mar, 2011The view from the ground - Q1 2011 China Economics > China Economics Update — 11 Mar, 2011Retail sales slowdown highlights challenge of rebalancing China Economics > China Economics Update — 09 Mar, 2011Inflation trouble underlines China’s growth failures

China Economics > China Economics Update — 08 Mar, 2011Inflation Monitor (Feb.)China Economics > China Economics Update — 07 Mar, 2011Is China committed to rebalancing?China Economics > China Economics Update — 23 Feb, 2011Hong Kong property bubble growing China Economics > China Economics Update — 15 Feb, 2011Inflation falls well short of expectations China Economics > China Economics Update — 10 Feb, 2011Inflation Monitor (Jan.)China Economics > China Economics Update — 08 Feb, 2011People's Bank aims to curb speculation by savers China Economics > China Economics Update — 07 Feb, 2011US-China trade tensions remain a threat China Economics > China Economics Update — 28 Jan, 2011Property tax falls short of (low) expectations China Economics > China Economics Update — 24 Jan, 2011China’s imbalances getting wider China Economics > China Economics Update — 20 Jan, 2011Coming growth slowdown to ease overheating fears

China Economics > China Economics Update — 19 Jan, 2011Property tax no panacea China Economics > China Economics Update — 18 Jan, 2011Inflation Monitor (Dec.)China Economics > China Economics Update — 14 Jan, 2011Reserve requirements set to become primary policy tool China Economics > China Economics Update — 04 Jan, 2011The big risk for 2011 China Economics > China Economics Update — 16 Dec, 2010The view from the ground - Q4 2010 China Economics > China Economics Update — 13 Dec, 2010Are policymakers being complacent about inflation?China Economics > China Economics Update — 10 Dec, 2010Strong credit growth stokes expectations of tightening China Economics > China Economics Update — 08 Dec, 2010Inflation Monitor (Nov.)China Economics > China Economics Update — 02 Dec, 2010Policy normalisation already well advanced China Economics > China Economics Update — 16 Nov, 2010Would price controls work?

China Economics > China Economics Update — 11 Nov, 2010How much longer will Hong Kong hold on to its dollar peg?China Economics > China Economics Update — 11 Nov, 2010More tightening on the way China Economics > China Economics Update — 09 Nov, 2010Inflation Monitor (Oct.)China Economics > China Economics Update — 25 Oct, 2010Is China changing course?China Economics > China Economics Update — 21 Oct, 2010Growth stabilises, inflation still not a threat China Economics > China Economics Update — 19 Oct, 2010What is behind China's rate hike?China Economics > China Economics Update — 18 Oct, 2010Rapid renminbi rise will not be sustained China Economics > China Economics Update — 13 Oct, 2010Surge in FX reserves throws spotlight on Chinese intervention China Economics > China Economics Update — 11 Oct, 2010What should we make of the rumoured RRR hike?China Economics > China Economics Update — 07 Oct, 2010Can exporters survive a stronger renminbi?

China Economics > China Economics Update — 05 Oct, 2010Inflation Monitor (Sep.)China Economics > China Economics Update — 30 Sep, 2010Where are interest rates heading?China Economics > China Economics Update — 29 Sep, 2010Would dollar weakness force China to revalue?China Economics > China Economics Update — 20 Sep, 2010The view from the ground - Q3 2010 China Economics > China Economics Update — 14 Sep, 2010Mounting US pressure behind renminbi movement China Economics > China Economics Update — 09 Sep, 2010Inflation Monitor (Aug.)China Economics > China Economics Update — 23 Aug, 2010What's happening to China's commodity demand?China Economics > China Economics Update — 17 Aug, 2010Momentum still fading China Economics > China Economics Update — 11 Aug, 2010Further signs of weakness in July data China Economics > China Economics Update — 09 Aug, 2010Inflation Monitor (Jul.)

China Economics > China Economics Update — 29 Jul, 2010How significant is the non-performing loan threat?China Economics > China Economics Update — 27 Jul, 2010China’s impossible trinity China Economics > China Economics Update — 15 Jul, 2010Downside risks to growth intensify China Economics > China Economics Update — 14 Jul, 2010Renminbi appreciation stalls China Economics > China Economics Update — 12 Jul, 2010Slowdown in reserve accumulation unlikely to last China Economics > China Economics Update — 08 Jul, 2010Inflation Monitor (Jun.)China Economics > China Economics Update — 08 Jul, 2010The significance of China’s latest investment plans China Economics > China Economics Update — 06 Jul, 2010Slowdown set to continue, market concerns to linger China Economics > China Economics Update — 01 Jul, 2010Watch the PMIs (or the CAP), not the Conference Board China Economics > China Economics Update — 23 Jun, 2010Hot inflows not likely to be a major threat

China Economics > China Economics Update — 22 Jun, 2010Still in need of rebalancing China Economics > China Economics Update — 21 Jun, 2010Lessons from 2005 for the renminbi China Economics > China Economics Update — 20 Jun, 2010Renminbi reform restarts China Economics > China Economics Update — 18 Jun, 2010How many young workers are there?China Economics > China Economics Update — 17 Jun, 2010The view from the ground – Q2 2010 China Economics > China Economics Update — 15 Jun, 2010Do wage increases reduce the need for currency appreciation?China Economics > China Economics Update — 11 Jun, 2010Diminishing inflation threat should keep rates on hold China Economics > China Economics Update — 07 Jun, 2010Inflation Monitor (May)China Economics > China Economics Update — 03 Jun, 2010How much should we care about Chinese equities?China Economics > China Economics Update — 27 May, 2010Is China finally rebalancing?

China Economics > China Economics Update — 25 May, 2010What did we learn at the US-China Dialogue?China Economics > China Economics Update — 19 May, 2010How will Europe’s troubles affect China’s currency policy?China Economics > China Economics Update — 11 May, 2010No sign inflation is picking up China Economics > China Economics Update — 10 May, 2010Is the People's Bank signalling a policy shift?China Economics > China Economics Update — 10 May, 2010Inflation Monitor (Apr.)China Economics > China Economics Update — 29 Apr, 2010What should we make of China’s surging copper imports?China Economics > China Economics Update — 21 Apr, 2010What should we make of China’s property crackdown?China Economics > China Economics Update — 15 Apr, 2010Cooling, not overheating China Economics > China Economics Update — 14 Apr, 2010First thoughts on the Qinghai earthquake China Economics > China Economics Update — 12 Apr, 2010How strong are speculative inflows?

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