We believe that the stimulus efforts unveiled in the last few days will be sufficient to drive an economic recovery in the second half of 2012 but at the cost of further entrenching China’s economic...

This weekend’s policy move by the People’s Bank is likely to be the precursor to a more explicitly pro-growth stance from China’s government. April’s awful data suggest that officials so far this year...

Hong Kong’s economy had a weak start to the year, expanding in Q1 at the same tepid pace as in Q4 and confounding hopes that growth would accelerate. We think growth will probably pick up over the...

Just about everything in China’s economy seems to have gone backwards in April. Growth of retail spending, investment, industrial output and imports declined. Lending slowed. On the positive side...