Export growth slowed sharply last month but we doubt this signals the end of China’s recent export boom. We expect exports to accelerate again in the coming months, supported by gains in...

The Politburo has just concluded its December meeting, which focuses foremost on economic affairs. After 14 years of monetary policy being officially characterised as “prudent”, the meeting readout...

Updated US export controls released this week will further restrict China’s access to advanced chipmaking technology, but significant loopholes remain. China retaliated immediately with exports bans...