China’s couples have responded less ardently than many had expected to relaxation of the one-child policy. But we shouldn’t be too worried about the impact on economic growth.

China is moving closer to full liberalisation of bank deposit rates. Households should benefit from higher returns while banks will find themselves squeezed. But some of the hoped-for gains from...

Yesterday's budget left us none the wiser about how policymakers plan to manage the abrupt halt in off-budget financing that new rules are imposing on local governments this year. There could be some...

After a bounce in February, inflation in China looks likely to drift lower in coming months – but remain positive, we think – before rebounding in the second half of the year.