Cookies on the
Capital Economics
Website
We use cookies to ensure that we give you the best experience on our website. Click continue to confirm that you are happy to continue to receive cookies on the Capital Economics website. Alternatively, if you would like to, you can change your cookie settings.

Capital Economics - 凯投宏观

China

Articles
Search by topic:
Emerging Asia Economics > Emerging Asia Economics Weekly — A manufacturing migration?Commodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (Apr.)Precious Metals > Precious Metals Update — Light at the end of the tunnel for platinum pricesEmerging Markets Economics > Emerging Markets Economics Chart Book — EM growth sinks as BRICs woes deepenChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Apr.)Global Markets > Global Markets Update — Will the rally in emerging market equities continue?China Economics > China Activity Monitor — GDP growth target not under threat despite weak Q1Emerging Markets Economics > Emerging Markets Economics Update — The implications of a fall in EM dollar GDPEmerging Markets Economics > Emerging Markets Economics Update — China’s slowdown ripples across emerging worldChina Economics > China Chart Book — PBOC steps up policy support
China Economics > China Economics Update — Equity boom propping up GDP growth, for nowEmerging Markets Economics > Emerging Markets Trade Monitor — EM export performance remains direChina Economics > China Economics Update — Will curb on visitors hurt Hong Kong’s economy?Emerging Markets Economics > Emerging Markets Economics Focus — Lessons from history: is a debt problem brewing in EMs?Commodities Overview > Commodities Update — Four and a half reasons not to worry about China’s slowdownChina Economics > China Economics Update — Headwinds to continue weighing on growth in 2015India Economics > India Economics Update — India overtaking China – what is all the fuss about?Emerging Markets Economics > Emerging Markets Economics Update — Window for policy loosening starting to closeChina Economics > China Data Response — Lending, credit (Mar.) & FX reserves (Q1Commodities Overview > Commodities Update — China’s commodity import volumes bounce back in March
China Economics > China Data Response — Trade (Mar.)China Economics > China Data Response — Consumer & Producer Prices (Mar.)China Economics > China Economics Update — Outbound FDI won't eclipse inward FDI any time soonEmerging Markets Economics > Emerging Markets Economics Update — A primer on EM dollar debtsChina Economics > China Inflation Monitor — Uptick in inflation likely to reverse soonChina Economics > China Watch — Policymakers still have plenty of ammunitionGlobal Markets > Emerging Markets Valuation Monitor — Will Russia’s sovereign credit spread keep falling?Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing PMIs point to further weaknessEmerging Asia Economics > Emerging Asia Economics Weekly — AIIB – what is all the fuss about?Emerging Markets Economics > Emerging Markets Economic Outlook — In the footsteps of the Fed?
China Economics > China Data Response — Manufacturing PMIs (Mar.)Australia & New Zealand Economics > Australia & New Zealand Economics Update — What does China’s PMI mean for Australia?China Economics > China Markets Monitor — Chinese equities surge to seven-year highEmerging Markets Economics > Emerging Markets Inflation Monitor — BRICs drive pick-up in EM inflationEmerging Markets Economics > Emerging Markets Economics Focus — Shifting sands: why the outlook for the BRICs is starting to divergeChina Economics > China Economics Focus — Outlook for China has actually brightenedEmerging Markets Economics > Emerging Markets Activity Monitor — EM growth stuck at post-crisis lowCommodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (Mar.)China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Mar.)China Economics > China Economics Update — The view from the ground – Q1 2015
China Economics > China Activity Monitor — China’s growth slipping below 7% in Q1Agricultural Commodities > Agricultural Commodities Update — Cotton price to fall despite market moving into deficitChina Economics > China Economics Update — Low birth rate won’t derail growthIndustrial Metals > Industrial Metals Data Response — Global Steel Production (Feb.)Emerging Markets Economics > Emerging Markets Economics Update — Currency weakness concentrated in low-saving EMsEmerging Markets Economics > Emerging Markets Economics Chart Book — Post-FOMC relief proves short-livedEmerging Markets Economics > Emerging Markets Economics Update — How worried should we be about the strong dollar?China Economics > China Chart Book — Policymakers strike sanguine noteCommodities Overview > Commodities Update — What do China’s prospects mean for commodity prices?China Economics > China Economics Update — What impact would deposit rate liberalisation have?
Emerging Markets Economics > Emerging Markets Trade Monitor — EM export downturn deepensChina Economics > China Data Response — Bank Lending & Broad Credit (Feb.)Global Markets > Emerging Markets Markets Chart Book — Fragile EM currencies set for further weaknessChina Economics > China Data Response — Activity & Spending (Jan. & Feb.)Emerging Markets Economics > Emerging Markets Economics Update — Assessing the fallout from the EM currency slumpChina Economics > China Data Response — Consumer & Producer Prices (Feb.)Agricultural Commodities > Agricultural Commodities Update — Chinese stockpiling to support demandCommodities Overview > Commodities Update — China’s commodity import data still distorted by holidaysChina Economics > China Data Response — Trade (Feb.)China Economics > China Economics Update — Bumps in the road but no fiscal cliff
Latin America Economics > Latin America Watch — China unlikely to write a blank cheque for Lat AmIndustrial Metals > Industrial Metals Update — Little to support US steel prices, for nowChina Economics > China Inflation Monitor — February bounce in inflation likely to be short-livedEmerging Markets Economics > Emerging Markets Financial Risk Monitor — Venezuela in crisis, but EM risks generally lowEnergy > Energy Update — China takes another step away from coal powerChina Economics > China Economics Update — Initial thoughts on the National People’s CongressIndustrial Metals > Industrial Metals Chart Book — Copper provides a glimmer of hopeEmerging Markets Economics > Emerging Markets Economics Update — EM manufacturing activity steady, but sluggishChina Economics > China Economics Update — Rate cut alone won't boost lendingChina Economics > China Data Response — Manufacturing PMIs (Feb.)
China Economics > China Watch — What to watch at the National People’s CongressGlobal Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?Industrial Metals > Industrial Metals Update — Bauxite shortfall to support alumina pricesEmerging Markets Economics > Emerging Markets Inflation Monitor — Falling energy prices push many EMs into deflationChina Economics > China Markets Monitor — Funding costs set to fallEmerging Markets Economics > Emerging Markets Activity Monitor — EM slowdown continuesCommodities Overview > Commodities Data Response — China Flash Manufacturing PMI (Feb.)Global Markets > Emerging Markets Capital Flows Monitor — Investors shrug off risks from GreeceChina Economics > China Economics Update — Hong Kong set for rebound in the year of the sheepChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Feb.)
China Economics > China Economics Update — Could Hong Kong survive a property market collapse?Industrial Metals > Industrial Metals Data Response — Global Steel Production (Jan.)Emerging Markets Economics > Emerging Markets Economics Update — “Grexit” and what it might mean for EMsEmerging Markets Economics > Emerging Markets Economics Chart Book — Regional inflation heading in opposite directionsPrecious Metals > Precious Metals Update — How sensitive are gold prices to the Chinese New Year?Emerging Markets Economics > Emerging Markets Economics Update — Private debt in EMs: big risk or damp squib?Energy > Energy Update — Rally in coal prices likely to be short-livedChina Economics > China Chart Book — New evidence of PBOC intervention to support renminbiGlobal Markets > Global Markets Update — Has investors’ appetite for EM government bonds waned?China Economics > China Economics Update — Should we fear deflation in China?
China Economics > China Data Response — Bank Lending & Broad Credit (Jan.)Global Economics > Global Economics Update — Don’t expect China, Russia or the US to save GreeceIndustrial Metals > Industrial Metals Update — Chinese steel prices to remain in the doldrumsGlobal Markets > Emerging Markets Markets Chart Book — What’s behind the EMBI Global spread?Emerging Markets Economics > Emerging Markets Trade Monitor — Split in EM export performance is wideningEmerging Markets Economics > Emerging Markets Economics Update — Which EMs are most at risk from dollar strength?China Economics > China Data Response — Consumer & Producer Prices (Jan.)China Economics > China Economics Focus — Five key questions about the renminbiCommodities Overview > Commodities Update — China’s commodity imports slip from December recordChina Economics > China Inflation Monitor — New Year effect pulls inflation to five-year low
China Economics > China Data Response — Trade (Jan.)Industrial Metals > Industrial Metals Update — Shifting dynamics in the tin tradeEmerging Markets Economics > Emerging Markets Economics Update — Risks skewed towards unexpected rate cuts – for now…China Economics > China Economics Update — PBOC signals continued policy supportEmerging Markets Economics > Emerging Markets Economics Update — EM manufacturing weakness concentrated in the BRICsChina Economics > China Data Response — Manufacturing PMIs (Jan.)Industrial Metals > Industrial Metals Update — Mine closures will lift zinc prices in 2015-16Commodities Overview > Commodities Update — Bargain hunting to boost China’s commodity imports in 2015China Economics > China Watch — Shrinking workforce not a major threat to growthEmerging Markets Economics > Emerging Markets Activity Monitor — BRICs remain the EM weak spot
China Economics > China Markets Monitor — Equities hit choppy watersEmerging Markets Economics > Emerging Markets Economics Update — How exposed are EMs to contagion from Greece?Global Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?China Economics > China Activity Monitor — Weak end to Q4Energy > Energy Focus — Are lower crude oil prices here to stay?Emerging Markets Economics > Emerging Markets Inflation Monitor — Divergence in EM inflation to widen further in 2015China Economics > China Chart Book — Renminbi strength puts exporters under pressureEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2015)Commodities Overview > Commodities Data Response — China and Euro-zone Flash Manufacturing PMIs (Jan)China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Jan.)
Emerging Markets Economics > Emerging Markets Economics Update — ECB QE and what it means for emerging marketsGlobal Economics > Global Economic Outlook — Oiling the wheelsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should returnChina Economics > China Data Response — GDP by Sector (Q4)China Economics > China Economics Update — How durable is the Hong Kong peg?China Economics > China Data Response — Q4 GDP & December Activity DataChina Economics > China Economics Update — How much does today’s slide in Shanghai matter?China Economics > China Economics Update — No end in sight to build-up in China's credit risksEmerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeEmerging Markets Economics > Emerging Markets Trade Monitor — Oil exporters feel the squeeze
China Economics > China Data Response — Lending, credit (Dec.) & FX reserves (Q4)Emerging Markets Economics > Emerging Markets Economics Update — How and where we differ from the consensusEmerging Asia Economics > Emerging Asia Economic Outlook — Lower oil prices to support growthGlobal Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?Commodities Overview > Commodities Update — China’s commodity imports holding up wellChina Economics > China Data Response — Trade (Dec.)Emerging Markets Economics > Emerging Markets Economic Outlook — The Good, the Bad and the Ugly: EMs in an era of low oil pricesChina Economics > China Data Response — Consumer & Producer Prices (Dec.)China Economics > China Watch — Shining a light on “stealth” stimulusChina Economics > China Inflation Monitor — Inflation steady for now despite oil price plunge
Global Markets > Emerging Markets Valuation Monitor — Oil price collapse lowers Russian ruble’s fair valueGlobal Economics > Global Economics Update — A selection of key calls for 2015 and beyondGlobal Markets > Emerging Markets Capital Flows Monitor — Oil price slide prompts withdrawal from emerging marketsCommodities Overview > Commodities Update — Who is most exposed to the debts of oil majors?China Economics > China Markets Monitor — Renminbi reverses courseEmerging Markets Economics > Emerging Markets Inflation Monitor — Oil price falls won’t let high inflation EMs off the hookChina Economics > China Chart Book — Rate surge puts PBOC in a bindEmerging Markets Economics > Emerging Markets Economics Update — How will sustained low oil prices affect EM currencies?China Economics > China Activity Monitor — Growth unlikely to have slowed sharply in Q4Global Economics > Global Economics Update — Winners and (even bigger) losers from lower oil prices