April’s sharp fall in the growth of lending in China could expose the degree to which credit growth has supported equities and broader sentiment. Slower loan growth tempers concerns about asset...

China is concerned that widespread adoption of quantitative easing in major economies poses a threat to exchange rate stability. But we should be wary of jumping to conclusions on what this means for...

There was much to cheer in China’s latest PMI and April’s export data from Korea. But they are consistent with stabilisation rather than either economy springing rapidly back to life.

Growth may have bottomed out in the first quarter but with private sector and overseas demand still weak, China will not emerge from this downturn as rapidly as it went in.