According to our latest detailed estimates, China witnessed a net inflow of capital last month for the first time in almost three years. Tighter capital controls and seasonal factors helped drive this...

The People’s Bank has followed the Fed in raising the interest rate it charges when providing funds in China’s interbank market. But we believe that tighter policy in China continues to be primarily...

Premier Li Keqiang’s remarks to the press today following the conclusion of the National People’s Congress reinforce our view that policymakers will allow a renewed slowdown in economic growth this...

The latest reports and official comments from the National People’s Congress suggest that progress on reducing overcapacity and state sector reforms will remain sluggish this year. Unless policymakers...