China’s rapid uptake of clean power means that it is on track to overachieve on its target of reaching peak carbon dioxide emissions before 2030. That said, the pace of decline will be slow at first...

Producer prices picked up for the first time in eight months and consumer price inflation held steady in May. We expect inflation to rebound in the coming months. But due to persistent overcapacity...

Today’s trade data underscore again the extent to which global demand is supporting China’s economy, and how little impact the trade restrictions of recent years have had. China’s export volumes have...

Export values rose y/y at the fastest pace since April 2023, with export volumes also picking up. We think exports will remain strong in the coming months, defying the expansion of Western tariffs...