There has been some disappointment since the Third Plenum that the Party is not moving faster to reform the hukou household registration system. This may not matter much for the economy – the...

At first sight, today’s trade data from China imply that export demand has weakened while domestic demand has picked up speed. But once we take into account previous distortions in the export data...

The ongoing slowdown in China's economy is bringing into focus a tension in the government's objectives that is likely to be a key source of uncertainty in the months ahead. With the GDP growth target...

Inflation appears to have finished 2013 on a subdued note. Policymakers’ latest moves to tighten the regulation of shadow banking along with other measures intended to rein in credit growth should...