We're sceptical that the government's supply-side reform will succeed in pulling the economy out of deflation, suggesting the recent rise in government bond yields won't be sustained. And, while...

Weak private credit demand drove a further weakening of bank loan growth in August. And growth in government bond issuance slowed for the first time this year, resulting in a slowdown in broad credit...

We aren’t persuaded that there’s excessive exuberance in China’s stock market, despite some recent commentary. We continue to expect it to fare well for a while yet.

The deterioration in Indo-US relations appears to have expedited New Delhi’s efforts to strengthen ties with Beijing, as highlighted by Prime Minister Modi’s first visit to China in seven years last...