Policymakers want banks to lend more to developers, especially private ones. They will be reluctant to do so but are likely to comply to some degree – previous rounds of credit support for developers...

Local governments are stepping up the construction of public housing, providing a partial offset to the downturn in developer homebuilding. One consequence is that the privatization of China’s housing...

Retail sales and industrial output remained resilient at the start of Q4. Fixed investment is still fairly subdued while tentative signs of improvement in the property sector appears to have fizzled...

Export values have been contracting year-on-year for six months. But that’s almost entirely due to price effects. Export volumes have recently risen to record levels, with broad-based price cuts...