China’s leadership is increasingly talking about “New Productive Forces” as the key to the country’s future economic success – harnessing them was the first Major Task for 2024 in the government Work...

China’s export values rose y/y at the fastest rate since May, with export volumes reaching a record high. We doubt the sustainability of this strength, however, since exporters now have more limited...

The annual meeting of China’s parliament will open on Tuesday with a panoply of speeches and reports. Here’s what to focus on.

The PMIs are consistent with activity holding steady in February, at least on paper. Although the survey readings remain below historical averages, this is likely distorted by sentiment effects --...