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China Economics Update Overheating concerns set to decline Evidence is mounting that China’s overheating threat is receding. The People’s Bank will continue to raise reserve requirements, as it did today, to ensure that bank lending remains under control... 18th March 2011 · 1 min read
China Economics Update The view from the ground - Q1 2011 China’s businesses are signalling that demand is slowing. Households are slightly less concerned about inflation than they were three months ago. By a wide margin, they still prefer to save rather... 16th March 2011 · 1 min read
China Economics Update Retail sales slowdown highlights challenge of rebalancing With the usual volatility around Chinese New Year and revisions to the way key data are collected clouding the view, about the only clear picture that emerges from China’s latest data is that retail... 11th March 2011 · 1 min read
China Economics Update Inflation trouble underlines China’s growth failures Premier Wen Jiabao put price stability at the centre of the government’s concerns in his speech at the weekend. So here is a question for delegates to the National People’s Congress to ponder during... 9th March 2011 · 1 min read