There had been signs even before today’s share price slide that China’s equity markets were coming off the boil. The direct impact of any sustained slump in equity prices would be small, both in China...

Recent progress made towards curbing the rise of China's credit-to-GDP ratio is likely to slow going forward as it becomes more difficult to continue to rein in credit without undermining growth.

Markets have latched onto two low-key policy developments at the start of 2015 as evidence that policymakers are pursuing both monetary and fiscal stimulus by stealth. We don’t think either amounts to...

Retail fuel prices have fallen rapidly in China, as elsewhere. In December though, China’s vegetable prices rose sharply, with the result that we are unlikely to see the large fall in headline...