Global demand is giving a bigger boost to China’s economy than we had anticipated this year and foreign tariffs will make little difference to aggregate export performance in the near term. We now...

Today’s PMIs suggest that China’s rebound is faltering. That appears to reflect a drying up of fiscal support after the initial surge at the beginning of the year. There’s more in the pipeline though...

The jump in the Caixin services PMI means that the survey data for May now suggest economic momentum remained fairly robust last month. We think strength in exports, a step-up in fiscal support and...

Resolution of China’s property crisis would result in residential sales being substantially higher than today. Sales could rise by a third. But we wouldn’t expect prices to increase by much, if at all...