Hong Kong’s economy contracted in Q2. With global growth set to disappoint over the next couple of years, we expect Hong Kong’s trade-dependent economy to continue to struggle in the coming quarters.

China’s stimulus efforts are feeding a pick-up in infrastructure investment but recovery has not so far spread to the rest of the economy.

Fears about capital leaving China are overdone. Recent pressure on the People’s Bank to sell foreign exchange appears to be the result of greater willingness among Chinese firms to hold on to their...

Local governments across China have unveiled a series of stimulus plans, echoing the recent message from top authorities of the need to ensure strong growth. More stimulus plans are likely to follow...