President Xi has taken some steps to reassure foreign firms, many of whom remain keen to invest in China. But his wider agenda conflicts with establishing a level playing field for foreign firms. And...

We continue to think that policymakers in China and Japan will do enough to keep their currencies from weakening much further, but the risk of a break lower in one, or both, is increasing.

Local government financing vehicles are ramping up land purchases to build more public housing, while developers are being given more financing to accelerate work on unfinished projects. This may...

China’s economy continued to show some improvement at the start of the year thanks to strength in exports and fiscal stimulus, even as consumer spending made little headway. We expect the recovery to...