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China Economics Update Wealth effect weighs on Hong Kong consumption Private consumption growth in Hong Kong is at the weakest since 2009, even though the labour market is tight and real wages are growing strongly. The downturn in the city’s housing market and a slump... 15th June 2016 · 1 min read
China Economics Update Why has stronger credit not lifted growth? Credit growth has been accelerating since the middle of last year and yet growth has remained sluggish, raising questions over the effectiveness of recent policy stimulus. 9th June 2016 · 1 min read
China Economics Update Goldilocks inflation rare bright spot for policymakers For China’s policymakers worrying about overcapacity, misplaced credit and pressures on the currency, the benign inflation outlook is a rare bright spot. We think consumer price inflation in China was... 6th June 2016 · 1 min read
China Economics Update Migrant workers reveal strains across economy The latest survey on migrant workers, who are often the first to suffer when economic and labour market conditions deteriorate, confirms evidence elsewhere of weakness in key parts of the economy. And... 3rd June 2016 · 1 min read