Smaller y/y declines in a food and energy prices meant that both CPI and PPI deflation eased last month, a trend that we think will continue over the coming quarters. But concerns about low inflation...

China may respond to a victory for Tsai Ing-wen’s chosen successor in Saturday’s presidential election in Taiwan with stepped-up military drills. But any economic sanctions would almost certainly be...

In contrast to elsewhere, bond yields in China continued to drop this week as investors increasingly come around to our view that further cuts to policy rates and reserve requirements are imminent...

While equities in China might make up some lost ground over the next few months relative to those in India, we suspect they’ll underperform over the longer term. In view of the wider interest, we are...