The Politburo has just concluded its July meeting which, as usual, focused on economic affairs. The tone was less upbeat than the April meeting, presumably reflecting the deterioration in a number of...

Government spending has now been contracting for four months, according to data published this week, as local governments appear to be channelling bond proceeds into restructuring off-balance sheet...

The global AI investment boom is delivering a bonanza to electronics manufacturers across Asia well beyond just chipmakers in Korea and Taiwan.

The sharp reduction in China’s crude imports has been a key factor keeping a lid on global oil prices, and we suspect that it can sustain historically low imports for many more months. However, this...