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China Economics Update Inflation to jump in early 2018 We expect a spike in food price inflation to push headline CPI inflation up sharply over the months ahead. But with core inflation unlikely to pick up much further and PPI inflation set to fall... 7th December 2017 · 1 min read
China Economics Update US tax cuts bolster calls for China to follow suit As US tax reform nears the finishing line, some in China are warning that the cut to US corporate tax rates could undermine China’s competitiveness and spur capital outflows. We think these concerns... 6th December 2017 · 1 min read
China Economics Update What to expect in 2018 We’ve revised down our forecast for China’s growth next year on the back of the weakness in recent data. There will be little movement in the official GDP growth numbers but we now expect actual... 5th December 2017 · 1 min read
China Economics Update Crackdown on online lending spooks markets Chinese equities have fallen back from recent highs after regulators spooked investors by tightening restrictions on online lending. But we don’t think a slump is likely. Meanwhile, corporate bond... 30th November 2017 · 1 min read