China’s Q3 data confirmed that growth was stable last quarter, but with both exports and real estate construction likely to slow, a more difficult period lies ahead.

The fall in the value of China’s foreign exchange reserves last month raises some potentially far-reaching questions about the nature of China’s currency intervention and whether it has been...

Inflation finally seems to be moving in the right direction, opening space for policy to be eased if necessary to support the economy. Credit quotas could be loosened before the end of the year.

We think consumer price inflation probably rebounded a touch last month, but still expect it to drop below 5% by the end of the year. As it does, policymakers are likely to start loosening controls on...