If the sharp slowdown in fixed investment over the summer were to be sustained, China’s economy would suffer a hard landing. However, it appears mostly to reflect temporary weather-related factors and...

The immediate consequence for China’s economy of banning the import of Nvidia chips will be limited. But the move signals a strong commitment by China’s leadership to developing cutting-edge chip...

Our updated estimates suggest that trade rerouting is so far doing less to insulate Chinese exports from US tariffs than in the past. That’s largely because rerouting via Mexico hasn’t picked up since...

The activity data point to a further loss of momentum last month. While some of this reflects temporary weather-related disruptions, underlying growth is clearly sliding, raising pressure on...