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China Economics Update Inflation Monitor (Dec.) The acceleration in consumer price inflation that started in early summer looks near to an end. With policymakers focussing on reining in credit, and few signs of underlying price pressures, we expect... 6th December 2013 · 1 min read
China Economics Update What to expect in 2014 China’s leaders are gathering again in Beijing, this time to discuss priorities for 2014. In this month’s China Watch we outline our views on what to expect on growth, monetary policy and reform. 5th December 2013 · 1 min read
China Economics Update China’s equities rebound, bond yields surge China’s stock market rebounded strongly in the second half of November, as the comprehensive reform plan released following the Plenum seems to have eased fears of a sharp slowdown in the economy... 29th November 2013 · 1 min read
China Economics Update How will we know if the Plenum reforms are on track? The Third Plenum provided an impressive statement of reform intentions but it changed nothing on the ground. What signposts can we look for to gauge how rapidly new policies are being implemented? 28th November 2013 · 1 min read