Broad credit growth continued to rise in November thanks to a pick-up in government bond issuance, but it still came in below expectations. We think further policy support is on the way, but this is...

CPI fell deeper into deflationary territory last month. The main culprit continues to be food and energy prices – the rate of core inflation held steady and remains positive. Services inflation, the...

Moody’s downgrade to China’s rating outlook received a muted response in markets. That’s partly because the country’s economic challenges are already widely known. But the bigger picture is that...

China’s export values rose year-on-year for the first time since May while the level of export volumes hit a fresh high, supported by exporters reducing prices. We doubt this robustness will persist...