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China Drop-In: 2025 NPC – Setting policy goals in a trickier global environment

5th March 2025, 8:00AM GMT

This year’s National People’s Congress (NPC) is taking place against a difficult backdrop for China’s economy; stimulus efforts have so far had only a fleeting impact on activ

Commodities Update

China’s appetite for gold will support prices in 2025

Given the deterioration in the outlook for Chinese equities and the prospect of a markedly weaker renminbi, China’s demand for gold in 2025 will be stronger than we had previously expected. In turn...

17th December 2024 · 3 mins read

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Drop-In: Trump, OPEC, China – What’s driving oil prices in 2025?

27th November 2024, 3:00PM GMT

An oil market that has mostly looked through a year of Middle East conflict now faces fresh, Trump-shaped, uncertainty.

Climate Economics Update

Emissions in China are close to a turning point

China’s rapid uptake of clean power means that it is on track to overachieve on its target of reaching peak carbon dioxide emissions before 2030. That said, the pace of decline will be slow at first...

13th June 2024 · 4 mins read

Climate Economics Update

Chinese green export volumes remain at strong levels

Whilst export values of the “New Three” fell for the sixth consecutive month in y/y terms in April, export volumes remained close to their record peak. Meanwhile, the sharp drop-off in China’s exports...

20th May 2024 · 2 mins read

Global Economics

Global Economics Shipping Chart Pack (Jan. 2024)

This is a special Global Economics Chart Pack that provides clients with key analysis to make sense of the macro and market impact of the disruptions to maritime shipping. The charts in this document...

25th January 2024 · 1 min read

China Economics Focus

Still unbalanced, still unsustainable

Despite repeated talk about the need to rebalance China’s economy over the past decade and a half, there has so far been little meaningful reduction in its dependence on investment and on exports. In...

22nd January 2024 · 15 mins read

China Economics Weekly

Foreigners staying away, consumers perking up

When officials launched the “Invest in China” campaign in March, they had hoped 2023 would be the year in which foreign investment came roaring back, supported by the removal of COVID restrictions...

22nd September 2023 · 6 mins read

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Drop-In: China’s troubled outlook – How great is recession and financial risk?

17th August 2023, 1:30PM BST

Property developers on the brink. A slip into deflation. Activity at a standstill.

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China Drop-In: Is the Chinese economic recovery already over?

15th June 2023, 9:00AM BST

The market optimism which greeted the end of zero-COVID restrictions has quickly given way to gloom after a string of disappointing data releases.

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China Drop-In: How strong is the post-lockdown Chinese recovery?

18th April 2023, 9:00AM BST

China’s Q1 “data dump” on 18th April will provide the broadest take so far of the economy’s performance following the end of zero-COVID restrictions.

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EM Drop-In: Are EMs also at risk from bank turmoil?

6th April 2023, 3:00PM BST

Recent turmoil in the banking sector may have been a US and European story, but there are potentially important angles for Emerging Market investors.

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Long Run Drop-In: Fracturing and the global economy and markets through 2050

28th February 2023, 3:00PM GMT

The war in Ukraine. Ageing populations. Rising temperatures.

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China Drop-In: zero-COVID at the limits – domestic and global consequences

29th November 2022, 3:00PM GMT

As China's new infection numbers hit a record, its zero-COVID policy is coming under severe strain.

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Asia Drop-In: China’s Congress, more yen weakness, hawkish central banks and more

27th October 2022, 9:00AM BST

Economists from across our Asia teams were online for this 20-minute briefing on the region’s big investment stories.