China’s banks are nervous about the future, its consumers still want to save, but Chinese businesses are basking in healthy sales and profits and, despite government worries, are not particularly...

China’s latest data contain eye-catching turnarounds in inflation and activity growth. But the underlying story is of steady recovery and low price pressures, with an early signal investment will slow...

China’s household consumption growth would have been much lower this year without subsidies, trade-ins and other government policy support. Investors should not take the current strength of household...