There were signs of strengthening developed world demand in China’s latest export data. Stronger growth in China is being reflected in rising imports. But with credit growth levelling off, a strong...

Property construction in China still needs to slow further to return the real estate sector to a sustainable path. Accordingly, the recent pick-up in investment by developers should not be welcomed...

December’s data will give us the last “clean” view of inflation before price volatility around Chinese New Year obscures the picture. They are likely to show that consumer price inflation is rising...

Business confidence in China has recovered slightly though it remains subdued. Banks are eager to lend but firms show little appetite for loans. Meanwhile, households are increasingly optimistic and...