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China Economics Update Floods add risks to inflation outlook Consumer price inflation is likely to have fallen in June on the back of a further decline in food price inflation. Looking ahead, while we expect inflation in the second half of 2016 to be broadly... 7th July 2016 · 1 min read
China Economics Update PBOC weakening renminbi and its own credibility Continued declines in the renminbi against both the dollar and the official trade-weighted basket make a mockery of the PBOC’s suggestion that its policy is to keep the currency’s value stable... 6th July 2016 · 1 min read
China Economics Update What will the GDP data tell us about underlying conditions? The Q2 GDP data will provide a welcome glimpse into the performance of parts of the service sector where the regular monthly flow of data provides less visibility. But the figures should be handled... 5th July 2016 · 1 min read
China Economics Update China’s data flaws extend beyond GDP Our new measure of activity in China’s industrial sector, based on data on the output of hundreds of products, points to much slower growth than the closely-watched monthly industrial production data... 4th July 2016 · 1 min read