Next month’s budget is likely to be neutral for growth. But on a broader definition that accounts for off-budget activity, the fiscal stance this year will probably be a major drag on the economy.

Chinese New Year usually delivers a spike in consumer price inflation. This year though, prices have remained unusually subdued. Inflation is unlikely to be of much concern to policymakers at least...

In the debate about whether to prioritise shoring up GDP growth or dealing with structural concerns, the latest monetary policy report from the People’s Bank suggests that it is firmly in the latter...

The period around Chinese New Year is always a difficult time for anyone trying to make sense of what’s happening in China’s economy. It will be another couple of months before we get a clear view of...