We can see no sign of a fresh stimulus in the government’s recent announcements that it has approved a large number of infrastructure projects. Most were already expected to go ahead and, while the...

The Hong Kong government has introduced a number of measures to improve housing affordability. We don’t believe these measures will have their intended effect, and that in the short-term property...

The continued weakness in China’s monthly data has prompted us to knock down our forecast for GDP growth this year. Next year is likely to be disappointing too.

Consumer price inflation probably picked up slightly last month. It is likely to rise further in coming months, constraining policymakers’ ability to support the economy.