The recent import data suggest that China’s demand for industrial metals and for oil has levelled out this year after a sharp rebound in 2009. This is consistent with other evidence that China’s...

The Conference Board’s leading index is picking up again, but other forward-looking indicators suggest that China’s economy is continuing to slow. We still think that the authorities will have to...

The economy appears to be slowing more rapidly than anticipated a couple of months ago, according to data released today. China’s government has plenty of room to loosen policy to avoid a hard landing...

Widespread flooding may have pushed food prices higher last month, but sharp falls in inflation are not too far away.