Pork price inflation in China surged in March, bringing echoes of 2007 and 2011, when spikes in pork prices caused headline consumer price inflation to jump above 6%. However, we think the upward...

Capital outflows eased further last month on the back of fading concerns over the outlook for the renminbi and the recent tightening of controls on cross-border flows.

The renminbi’s continued trade-weighted decline is probably best seen as an opportunistic response by Chinese policymakers to a period of broad dollar weakness rather than reflecting a policy to...

The cyclical recovery we had forecast for the start of 2016 appears to be underway. The turnaround has been built on the back of stronger activity in construction and real estate, supported by policy...