Given the deterioration in the outlook for Chinese equities and the prospect of a markedly weaker renminbi, China’s demand for gold in 2025 will be stronger than we had previously expected. In turn...

China’s economy appears to have slowed last month, despite tailwinds from recent policy easing. Growth still looks on course to pick up this quarter, but the disappointing November data underscores...

China's November credit data show that monetary easing is still struggling to put a floor under borrowing. We doubt that the further rate cuts China’s leadership promised this week will do much to...

The full readout from the Central Economic Work Conference (CEWC) adds weight to the idea that China’s leadership is shifting its focus toward supporting consumption. But it still appears too fixated...