Much stronger-than-expected lending in March adds to the likelihood that tomorrow’s Q4 GDP figures will be reassuringly strong and signals that policy easing is starting to have an effect. Meanwhile...

Given China’s failure to rein in investment-led growth, its current account surplus is likely to rebound both in dollar terms a year or two from now and relative to its own GDP too. Relative to world...

The increase in the amount of funds foreign investors are allowed to invest in China’s financial markets is the latest in a series of steps that relax controls on cross-border capital flows. The move...

Consumer price inflation may have edged up in March, but this would still largely reflect volatility around Chinese New Year. The recent increase in gasoline prices should have little impact on the...