Credit data for November showed net new financing more than doubling. But that mostly reflects the usual seasonal pattern. To iron out that seasonality, we prefer to look at growth in outstanding...

The readout from China’s Central Economic Work Conference suggests that monetary and fiscal policy will remain supportive next year but that any additional easing will be modest. Instead, the focus...

Consumer price inflation rose to its highest level since China’s reopening from zero-COVID (excluding volatility around Lunar New Year), but this was the result of a weather-related rise in food...

China’s leadership has spurned Nvidia’s knee-capped H20 chips. But it may be willing to let its firms buy the more powerful H200 chips that President Trump is now offering. This would allow China to...