While there are some economic reasons for China’s equity markets to have done well recently, they can’t explain the scale of the recent surge. Turnover, leverage and account openings have all soared...

China’s leaders will be gathering in Beijing shortly to discuss priorities for 2015. In this month’s China Watch we outline our views on what to expect on growth, monetary policy and reform.

The recent benchmark rate cut triggered sharp gains in China’s stock markets in the last week of November. Meanwhile, although trading volumes in the newly-launched Shanghai-Hong Kong Stock Connect...

China’s rate cuts will ease financing strains, particularly for large firms, but the impact on GDP growth is likely to be small. There is absolutely no reason to believe that concerns over the level...