China’s October activity data provide the strongest signs so far of economic recovery. Given that they have been published while the Party Congress is in session, some sceptics have questioned whether...

A further doubling of average incomes this decade, as pledged in the Party Congress today by President Hu Jintao, will probably not undermine China highly-competitive manufacturing sector.

The imminent leadership change in China is a more significant event for emerging economies than the re-election of President Obama. The installation of a cohesive Chinese leadership committed to...

China’s consumer price inflation was stable in October, we believe. Looking ahead, both inflation and economic activity look likely to pick up some pace in the next few months, weakening the case for...