While the official PMIs held up okay in September, the Caixin PMIs dropped quite sharply which suggests that the economy lost some momentum this month. The stimulus package announced last week thus...

Chinese equities have soared in response to this week's stimulus announcements, but it will take longer for the real economy to respond. While the PBOC has already reduced bank funding costs, rate...

China’s finance ministry appears to be lining up a fiscal support package to deliver on the Politburo’s pledge of additional support for the economy. If a report by Reuters is correct, the package...

The readout of the Politburo’s quarterly meeting on economic affairs has just been published by state media. It acknowledges that new problems have emerged in the Chinese economy recently and calls...