China’s senior leadership has today signalled further fiscal and monetary support for the economy and renewed efforts to stabilise the housing market. That should help prolong the recent economic...

While the Caixin services PMI edged down last month, it dropped by less than its official counterpart, and the survey data for April is still consistent with some improvement in momentum since the...

The PBOC has clarified that its plans to start trading government bonds are aimed at managing interest rate risk, not conducting QE. This reinforces our sense that large-scale monetary easing remains...

While EM policymakers haven’t raised concerns about Chinese overcapacity in the same way that their counterparts in the US and Europe have, they too are facing widening trade deficits with China. We...