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Capital Economics - 凯投宏观

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China Economics > China Economics Update — A broad RRR cut is unlikely to come soonEmerging Markets Economics > Emerging Markets Economics Chart Book — Ukraine crisis having limited impact on EMsEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q2 2014)China Economics > China Economics Update — Fears of a hard-landing overdoneCommodities > Commodities Update — What China’s GDP data should mean for commoditiesChina Economics > China Economics Focus — A Chinese hard landing: Which Asian countries are most at risk?Emerging Asia Economics > Emerging Asia Economics Focus — A Chinese hard landing: Which Asian countries are most at risk?China Economics > China Data Response — Lending, credit (Mar.) & FX reserves (Q1)Global Economics > Global Economic Outlook — West to outperform EastEmerging Asia Economics > Emerging Asia Economics Weekly — Four risks to watch out for in Emerging Asia
China Economics > China Economics Update — A new route for foreigners to invest in China’s equitiesChina Economics > China Data Response — Consumer & Producer Prices (Mar.)Emerging Markets Economics > Emerging Markets Trade Monitor — EM export growth still sluggishChina Economics > China Data Response — Trade (Mar 14.)Emerging Asia Economics > Emerging Asia Economics Update — Isolated incident won't derail Malaysia-China economic tiesEmerging Markets Economics > Emerging Markets Economics Update — Where and why we differ from the IMFEmerging Markets Economics > Emerging Markets Economics Update — Picking apart the prospects for “frontier markets”China Economics > China Economics Update — Inflation Monitor (Apr.)Global Economics > Global Economics Chart Book — US rebounds but China and Japan slowingEmerging Markets Economics > Emerging Markets Economic Outlook — Focus shifts to home-grown vulnerabilities
China Economics > China Economics Update — Rehashed spending commitments don’t equal stimulusChina Economics > China Economics Focus — Is consumption being undercounted?China Economics > China Economics Update — Second bond default signals normalisation, not crisisChina Economics > China Data Response — Manufacturing PMIs (Mar.)China Economics > China Markets Monitor — Liquidity tightens againChina Economics > China Watch — Policymakers signal preference for “fine-tuning” over stimulusChina Economics > China Economics Update — Online spending giving hidden boost to retail salesChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Mar.)China Economics > China Economics Update — The view from the ground - Q1 2014China Economics > China Activity Monitor — China’s growth slowing to 7.5% in Q1
China Economics > China Chart Book — Hand of People’s Bank seen in currency fallEmerging Markets Economics > Emerging Markets Economics Chart Book — China fears resurfaceChina Economics > China Economics Update — Are China’s exporters struggling to compete?Emerging Markets Economics > Emerging Markets Economics Update — China fears resurfaceLatin America Economics > Latin America Update — Structural change in China: who is most vulnerable?China Economics > China Economics Update — Premier Li shrugs off slowdown concernsChina Economics > China Economics Update — Online funds pushing interest rate liberalisation forwardEmerging Markets Economics > Emerging Markets Trade Monitor — Manufacturers outperformingChina Economics > China Data Response — Bank Lending & Broad Credit (Feb.)China Economics > China Economics Update — Headline shrink in exports is misleading
China Economics > China Economics Update — What if growth falls below 7.5%?China Economics > China Economics Update — Initial thoughts on the National People’s CongressChina Economics > China Economics Update — Inflation Monitor (Mar.13)China Economics > China Watch — Three things to watch at the National People’s CongressChina Economics > China Data Response — Manufacturing PMIs (Feb.)China Economics > China Markets Monitor — Renminbi hit by a policy waveEmerging Markets Economics > Emerging Markets Activity Monitor — Asia slows as Emerging Europe recoversChina Economics > China Economics Update — Can private investment shake-up China's state sector?Emerging Markets Economics > Emerging Markets Inflation Monitor — EM inflation remains subdued despite currency weaknessChina Economics > China Economics Update — Wider currency band is not the goal
China Economics > China Economics Update — Hong Kong set for gradual recoveryChina Economics > China Economics Update — More volatility ahead for the renminbiChina Economics > China Economics Update — Would Hong Kong benefit from higher interest rates?Emerging Markets Economics > Emerging Markets Economics Chart Book — EM world is facing a difficult yearChina Economics > China Economics Update — Fiscal drag to add to growth concernsChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Feb.)Emerging Markets Economics > Emerging Markets Economics Focus — Which EMs are succeeding with the reform challenge?Commodities > Commodities Update — How are Chinese financing deals affecting the copper market?China Economics > China Chart Book — No shift of monetary stanceChina Economics > China Data Response — Consumer & Producer Prices (Jan.)
Emerging Markets Economics > Emerging Markets Trade Monitor — EM exports picking up, but recovery unevenChina Economics > China Data Response — Trade (Jan.)China Economics > China Economics Update — Inflation Monitor (Feb.)China Economics > China Economics Update — People’s Bank signals credit risks remain prime concernEmerging Markets Economics > Emerging Markets Economics Focus — Will the BRICs embrace economic reforms?China Economics > China Economics Focus — How significant are China’s Third Plenum reforms?Emerging Markets Economics > Emerging Markets Economics Update — Manufacturing PMIs highlight EM divergenceEmerging Markets Economics > Emerging Markets Economics Focus — Five questions (and answers) about the turmoil in EM marketsChina Economics > China Economics Update — Outlook hazy, but growth still appears to be slowingChina Economics > China Markets Monitor — A bitter end to the year of the snake
Emerging Markets Economics > Emerging Markets Inflation Monitor — Currency turmoil not yet a risk to EM inflationEmerging Markets Economics > Emerging Markets Activity Monitor — Economic fallout from market turmoil should be containedChina Economics > China Activity Monitor — GDP data still overestimating China’s growthChina Economics > China Watch — What damage would a trust default do?Emerging Markets Economics > Emerging Markets Economics Update — Turkey & India likely to be the exception rather than the ruleChina Economics > China Chart Book — Credit risks remain highGlobal Markets > Emerging Markets Capital Flows Monitor — Are we seeing a re-run of the summer sell-off?Global Economics > Global Economics Update — Euro-zone recovery offset by slowdown in ChinaEmerging Markets Economics > Emerging Markets Economics Update — EM central banks loosen policy in spite of Fed taperingChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Jan.)
China Economics > China Economics Update — Shrinking workforce not a major growth riskChina Economics > China Economics Update — Slowdown continuing into 2014China Economics > China Economics Update — Why the hukou matters less than many thinkEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2014)Emerging Markets Economics > Emerging Markets Economics Update — Should we worry about rising levels of external debt?China Economics > China Data Response — Lending, credit (Dec.) & FX reserves (Q4)China Economics > China Economics Update — First appearances deceptiveChina Economics > China Data Response — Consumer & Producer Prices (Dec.)China Economics > China Watch — Unresolved tension in policy clouds outlook for 2014China Economics > China Economics Update — Inflation Monitor (Jan.)
China Economics > China Economics Update — Large-scale currency intervention set to continueEmerging Markets Economics > Emerging Markets Economics Update — Manufacturing outperforming in more open EMsChina Economics > China Data Response — Manufacturing PMIs (Dec.)China Economics > China Markets Monitor — China’s equities slump, market rates surgeChina Economics > China Economics Update — The view from the ground – Q4 2013Emerging Markets Economics > Emerging Markets Economics Focus — What to expect from emerging markets in 2014China Economics > China Activity Monitor — GDP growth slowing in Q4China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Dec.)China Economics > China Chart Book — Local government debt key challenge for 2014China Economics > China Data Response — Lending & Outstanding Credit (Nov.)
China Economics > China Data Response — Industrial production, retail sales & investment (Nov.)China Economics > China Economics Update — People’s Bank edges forward with rate liberalisationEmerging Markets Economics > Emerging Markets Economics Update — What do China’s reforms mean for other EMs?China Economics > China Economics Update — Inflation Monitor (Dec.)China Economics > China Watch — What to expect in 2014China Economics > China Data Response — Manufacturing PMIs (Nov 13.)China Economics > China Markets Monitor — China’s equities rebound, bond yields surgeChina Economics > China Economics Update — How will we know if the Plenum reforms are on track?Emerging Asia Economics > Emerging Asia Economics Weekly — China's Third Plenum reforms - what they mean for AsiaEmerging Markets Economics > Emerging Markets Economics Chart Book — EM exporters benefit from Chinese rebound
China Economics > China Economics Update — What does the Plenum mean for China’s growth?China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Nov 13.)China Economics > China Activity Monitor — Industry still strong, but growth elsewhere slowingChina Economics > China Economics Update — Land reform set to boost rural incomesChina Economics > China Chart Book — Plenum promises shift in market rulesChina Economics > China Economics Update — Reform package exceeds expectationsChina Economics > China Economics Update — Subdued recovery in Hong KongChina Economics > China Economics Update — No “Master Plan” so far from Third PlenumChina Economics > China Economics Update — State sector pulls backChina Economics > China Economics Update — Positive signs on foreign demand
Emerging Markets Economics > Emerging Markets Economics Update — EM bank funding carrying more risksChina Economics > China Watch — How big a problem is local government debt?Emerging Markets Economics > Emerging Markets Economics Update — Easing food inflation to keep EM inflation pressures subduedChina Economics > China Economics Update — Inflation Monitor (Nov 13.)Emerging Markets Economics > Emerging Markets Economics Update — Further signs of improvement in EM manufacturingChina Economics > China Data Response — Manufacturing PMIs (Oct 13.)Emerging Markets Economics > Emerging Markets Activity Monitor — Little sign of recovery in EM growthChina Economics > China Markets Monitor — China’s equities fall, market rates riseChina Economics > China Economics Focus — What can we expect from the Third Plenum?Emerging Markets Economics > Emerging Markets Economics Update — Time for greater differentiation in EM growth stories
China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Oct 13.)China Economics > China Activity Monitor — Momentum fadingEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q4 2013)China Economics > China Chart Book — Property sales not keeping up with sentimentEmerging Markets Economics > Emerging Markets Economics Focus — Is a debt problem brewing in emerging markets?Emerging Markets Economics > Emerging Markets Economics Update — External positions a concern not just for “BIITS”China Economics > China Economics Update — As good as it gets?China Economics > China Economics Update — How long will the Hong Kong peg last?Emerging Markets Economics > Emerging Markets Economics Update — Why BRICs weakness is here to stayChina Economics > China Economics Update — People’s Bank accelerates its foreign exchange purchases
China Economics > China Economics Update — Welcome slowdown in credit, but inflation risingEmerging Markets Economics > Emerging Markets Trade Monitor — Continued recovery in EM tradeEmerging Asia Economics > Emerging Asia Economics Update — Where and why do our forecasts differ from the IMF’s?Emerging Markets Economics > Emerging Markets Economics Update — US default would put familiar faces back in the firing lineChina Economics > China Economics Update — Inflation Monitor (Oct.)China Economics > China Economics Update — Can Shanghai become a global financial centre?Emerging Markets Economics > Emerging Markets Economic Outlook — Weak growth but no crisisEmerging Asia Economics > Emerging Asia Economic Outlook — China and India holding back regional reboundEmerging Markets Economics > Emerging Markets Economics Update — EM manufacturing recovery continues, but unevenlyChina Economics > China Rapid Response — Official Manufacturing PMI (Sep. 13)