The National People’s Congress has ended today leaving us still feeling confident in our relatively upbeat view of the immediate outlook for the economy. But the leadership’s continued tentative...

A plunge in home sales in February is the latest sign that Hong Kong’s overheated property market is now in the midst of a correction. We expect the housing market downturn to weigh on economic growth...

China’s latest activity data are more upbeat than first meets the eye and, on balance, suggest that economic momentum improved slightly in early 2016. We expect clearer signs of a recovery over the...

Official statements at the National People’s Congress have signalled, as expected, that the immediate economic priority is to support growth including with a looser fiscal stance and more monetary...