While EM policymakers haven’t raised concerns about Chinese overcapacity in the same way that their counterparts in the US and Europe have, they too are facing widening trade deficits with China. We...

The rapid expansion in China’s manufacturing capacity of green technology is a symptom of the country’s investment-led growth model and so there is no reason to believe that any change in tack is...

A week spent visiting clients, contacts and friends in Beijing and Shanghai has underlined the extent of the pessimistic shift in sentiment within China.

The GDP breakdown suggests that the acceleration in growth last quarter was driven by the service sector, although the parts most dependent on consumer spending fared less well. And despite the recent...