Headline export growth rose to a three-month high, with shipments also jumping on a seasonally adjusted basis. We expect this resilience to continue through 2026, although exports will provide less of...

Beijing's guidance to Chinese firms to stop placing orders for H200 chips is unlikely to reflect an outright ban. Instead, China's leadership looks to be pausing orders as it tries to regulate imports...

Headline CPI inflation edged up to its highest level since China’s reopening from zero-COVID, but this was due to a weather-related pickup in food prices rather than success of the “anti-involution”...

The renminbi has made headway recently, both against the US dollar and in trade-weighted terms. With inflation set to remain much lower in China than elsewhere, further nominal appreciation looks...