Continued strength in foreign demand should help cushion some of the slowdown that we expect in China’s domestic economy this year. But it won’t prevent growth from weakening.

A Bloomberg report that Chinese officials are considering halting purchases of US government debt triggered a sell-off in the US Treasury market today. In fact, China has not been buying US debt for...

We expect consumer price inflation to surge over the coming months on the back of a spike in food price inflation. However, with core inflation probably close to a peak and producer price inflation...

The People’s Bank has raised the rates it charges when providing funds in China’s interbank market. But unlike in the US, the move seems unlikely to result in higher short-term funding costs for most...