The Politburo statement this week gave a clear signal that further policy support for China’s economy is on the way. But with headwinds building, we don’t expect to see clear signs of economic...

Policymakers are worrying about the widespread use in China of shares as collateral for lending – for good reason. But the remedies announced this week are unlikely to make much of a difference as...

It comes as no surprise that Chinese officials are responding to slower growth by easing fiscal policy. But an increased focus on tax cuts and the lack of a revival in off-budget borrowing suggests...

The PBOC has been hiding its efforts to support the renminbi over recent months. But a release this week showed the clear hand of the central bank: the PBOC’s balance sheet for September reveals the...