The reversal of some US tariffs on China won’t have a big impact given that Chinese exporters had largely shrugged them off. But the de-escalation takes the immediate threat of large tariff hikes off...

The PBOC’s bond trading operations were initially envisaged as a tool to limit declines in yields. But, alongside policy rate cuts, they are likely to be used to guide yields lower over the coming...

China’s economy has grown faster than other EMs in aggregate every year outside of the pandemic so far this century. But that run is now coming to an end and we expect growth on our China Activity...

The full proposals for China’s upcoming Five-Year Plan have just been published. These make it clear that fiscal policy will play a key role in the leadership’s efforts to lift the consumption-to-GDP...