We think headline inflation will have risen in May to a four-month high, driven by a further recovery in food price inflation. But looking ahead, CPI inflation is unlikely to rise much further this...

The outlook for China’s banks is going from bad to worse. Pressure on the banking system has increased during the past year even though economic activity has recovered. And with a renewed slowdown now...

China’s markets were left unfazed by the ratings downgrade last week. But there have been some sizeable gains since then in the renminbi as policymakers have signalled their determination to prevent...

The change in the renminbi fixing mechanism announced today shouldn’t rattle markets, not least because it appears to be an attempt to strengthen rather than weaken the currency. It suggests though...