Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: China Economics Update New fiscal support needed to prevent end-year slump The additional fiscal support approved today is the intervention we had been expecting and that was needed to prevent an abrupt fiscal tightening in China in the closing weeks of the year. Fiscal... 24th October 2023 · 4 mins read China Economics Weekly GDP breakdown suggests service sector still struggling The official GDP figures show a marked acceleration in quarter-on-quarter growth in Q3. But a closer look at the data suggests that this may be a statistical mirage. We think that growth slowed last... 20th October 2023 · 4 mins read Asset Allocation Update On the relative performance of assets in China & the US We think both the recent outperformance of China’s sovereign bonds relative to those in the US and the underperformance of its equities will end – and may even reverse somewhat – in the near future... 20th October 2023 · 5 mins read China Rapid Response GDP (Q3) & Activity (Sep.) According to official GDP, growth more than doubled in q/q terms between Q2 and Q3, reaching a healthy 5.3% annualised rate. Our China Activity Proxy suggests that momentum isn’t quite this strong... 18th October 2023 · 5 mins read Pagination Previous … Page 126 Page 127 Page 128 Page 129 Current page 130 Page 131 Page 132 Page 133 Page 134 … Next
China Economics Update New fiscal support needed to prevent end-year slump The additional fiscal support approved today is the intervention we had been expecting and that was needed to prevent an abrupt fiscal tightening in China in the closing weeks of the year. Fiscal... 24th October 2023 · 4 mins read
China Economics Weekly GDP breakdown suggests service sector still struggling The official GDP figures show a marked acceleration in quarter-on-quarter growth in Q3. But a closer look at the data suggests that this may be a statistical mirage. We think that growth slowed last... 20th October 2023 · 4 mins read
Asset Allocation Update On the relative performance of assets in China & the US We think both the recent outperformance of China’s sovereign bonds relative to those in the US and the underperformance of its equities will end – and may even reverse somewhat – in the near future... 20th October 2023 · 5 mins read
China Rapid Response GDP (Q3) & Activity (Sep.) According to official GDP, growth more than doubled in q/q terms between Q2 and Q3, reaching a healthy 5.3% annualised rate. Our China Activity Proxy suggests that momentum isn’t quite this strong... 18th October 2023 · 5 mins read
