The PBOC’s scrapping of the regulatory minimum down payment for car loans may help boost vehicle demand in the short run. But it won’t be enough to prevent a further increase in car exports, so...

Sizeable rises in the PMIs in March are consistent with improved economic momentum and/or the easing of sentiment effects that have weighed on the surveys recently. Either way, they add to wider...

President Xi has taken some steps to reassure foreign firms, many of whom remain keen to invest in China. But his wider agenda conflicts with establishing a level playing field for foreign firms. And...

We continue to think that policymakers in China and Japan will do enough to keep their currencies from weakening much further, but the risk of a break lower in one, or both, is increasing.