The readout from today’s Politburo meeting strikes a relatively dovish tone, suggesting that more fiscal support and monetary easing is on the cards next year. The leadership continues to highlight...

The tariff cuts agreed under the US-China trade truce didn’t help to lift shipments to the US last month, but overall export growth rebounded nonetheless. We think China’s exports will remain...

Improving the allocation of fiscal spending, rather than significantly increasing the scale, looks set to be the government's priority going into next year. That's something that's clearly needed –...

Almost everyone expects real economic growth in China to slow next year. But most forecasters think the picture will brighten in nominal terms thanks to a rebound in inflation and a bottoming out of...