The resignation of Gary Cohn, reportedly one of the strongest proponents of free-trade policies within the Trump administration, has raised fears that US trade policy may now turn sharply towards...

Following a fall in January, consumer price inflation will probably have jumped last month to a one-year high. We expect a further rise in food price inflation to keep the headline rate elevated over...

China’s retention of an “about 6.5%” growth target for GDP in 2018, while expected, undermines the argument that growth is being demoted as a central policy concern. Growth is likely to slow we...

China’s property sector has had a good couple of years and this has resulted in higher valuations for listed real estate developers. But the recent strength of land sales points, we think, to...