After falling for years, construction growth in China has stabilised since the start of 2016, supported by a rise in home sales. Dire warnings of developers collapsing have not materialised. But it is...

Analysts are convinced that the renminbi can only go one way – down against the dollar. But a return to appreciation is looking increasingly plausible.

According to our latest detailed estimates, China’s net capital outflows have been close to zero during the past two months. This is a major shift from late last year when monthly outflows exceeded...

Nominal investment growth accelerated in Q1, leading to increased optimism over this year’s economic outlook. But adjusting the data for the jump in fixed asset price inflation suggests that...