A declaration by a US administration that China is a “currency manipulator” may have no immediate consequences but it would open the door to more substantive trade sanctions against China in future.

Some commentators have turned optimistic about the outlook for Chinese residential property. We remain of the view that, with inventories still high, a big pick-up in property investment is unlikely...

Today’s data releases provide the strongest signs yet that China’s economy stabilised in Q3, along with glimmers of hope that a recovery began towards the end of the quarter. But we are sceptical that...

Debates over whether China is facing a “hard landing” generally miss the point that an economic slowdown can affect different groups in different ways. Right now, Chinese policymakers seem not too...