China’s consumer price inflation is picking up and could spike much higher around February’s Chinese New Year holiday. It will be higher than today once that seasonal distortion passes, but we don’t...

The government is likely to set a low target for growth next year that the economy will beat. But expectations that China’s growth will continue to accelerate through 2013 are likely to be...

Purchases of foreign exchange by the People’s Bank have slowed to a crawl this year. We believe this is a pause in, rather than the end of, China’s era of massive foreign reserve accumulation.

For years, the abiding view of China has been of a workshop powered by waves of young migrants able to outcompete workers elsewhere on the basis of low wages. This image is increasingly wide of the...