Hong Kong’s economy contracted sharply in Q3. GDP surprised significantly to the downside, with growth of 0.4% q/q in Q2 more than reversed by a 1.1% q/q fall in Q3 (Bloomberg median: +0.2%, CE: -0.2%...

The PMIs have overstated the weakness in China’s economy during the past year. But they still provide some sense of the direction of travel. The good news is that the surveys point to an improvement...

EMs are playing a growing role as substitute markets for Chinese exporters that face rising trade barriers in DMs. A second trade war with a re-elected President Trump would only accelerate that shift...

The details of a widely anticipated fiscal stimulus package are expected to be revealed at the NPC Standing Committee’s next meeting, which has just been scheduled for 4th to 8th November. This...