Updated US export controls released this week will further restrict China’s access to advanced chipmaking technology, but significant loopholes remain. China retaliated immediately with exports bans...

While the Caixin services PMI fell a touch, the composite PMI rose which is consistent with our expectation for an acceleration in q/q GDP growth this quarter. Increased fiscal spending and the front...

We held an online session on US import tariffs on 26th November. (See a recording here ). In this Update we answer the questions we were most asked.

China is likely to intensify its crackdown on fentanyl in a bid to avoid the additional 10% tariff threatened by Trump. The PBOC has drawn a line in the sand for the renminbi around 7.33/$ but would...