The readout from China’s Central Economic Work Conference provides more detailed forward guidance on plans to adopt a more supportive policy stance next year – there will be more rate cuts and a...

Export growth slowed sharply last month but we doubt this signals the end of China’s recent export boom. We expect exports to accelerate again in the coming months, supported by gains in...

The Politburo has just concluded its December meeting, which focuses foremost on economic affairs. After 14 years of monetary policy being officially characterised as “prudent”, the meeting readout...