Markets no longer expect further monetary easing in China but we aren’t convinced. Headwinds to growth look set to resurface as support from fiscal front-loading wanes, at which stage the stimulus...

The latest central bank surveys suggest that firms turned more upbeat this quarter as trade tensions eased and banks expanded lending. However, this positive shift in business sentiment has yet to...

A sharp fall in earnings for industrial firms in January and February shows the pressure that weak demand is putting firms’ balance sheets under. We think officials will respond by cutting benchmark...

While China’s incoming economic data have mostly been weak recently, two under-reported positives have helped shore up growth: a fiscal splurge by local governments and strong property construction...