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Emerging Markets Economics > Emerging Markets Economics Update — Taking stock of a grim Q1Emerging Markets Economics > Emerging Markets Inflation Monitor — EM inflation has troughedIndustrial Metals > Industrial Metals Update — The devil is in the detail of Chinese tradeGlobal Economics > Global Economics Focus — China and the SDR: a storm in a basketEmerging Markets Economics > Emerging Markets Economics Chart Book — Q1 GDP data confirm EM downturnChina Economics > China Chart Book — Property to remain a drag despite stronger salesCommodities Overview > Commodities Data Response — China & Euro-zone Flash PMIs (May)China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (May.)China Economics > China Activity Monitor — The worst may be overEmerging Markets Economics > Emerging Markets Trade Monitor — EM exports raise questions over global demand
China Economics > China Economics Update — Fiscal policy to be more supportive in coming quartersGlobal Markets > Emerging Markets Markets Chart Book — How will EM corporate spreads react to higher US rates?China Economics > China Data Response — Hong Kong GDP (Q1)China Economics > China Economics Update — Deposit rate liberalisation still on trackEmerging Markets Economics > Emerging Markets Economics Update — In search of winners from China’s rebalancingEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q2 2015)China Economics > China Data Response — Bank Lending & Broad Credit (Apr.)China Economics > China Data Response — Activity & Spending (Apr.)Emerging Markets Economics > Emerging Markets Economics Update — What to make of the rise in EM bond yieldsChina Economics > China Economics Update — Chinese tourists to keep current account surplus in check
Industrial Metals > Industrial Metals Update — China's policy direction supportive of copper demandEmerging Markets Economics > Emerging Markets Economics Update — EM slowdown – why this time is differentChina Economics > China Data Response — Consumer & Producer Prices (Apr.)China Economics > China Economics Update — PBOC injects another 25bp of supportEmerging Asia Economics > Emerging Asia Economics Weekly — Asia’s exports should recover from weak Q1Commodities Overview > Commodities Update — China’s oil imports up strongly in AprilChina Economics > China Data Response — Trade (Apr.)China Economics > China Economics Update — Gains from migration haven’t been exhaustedIndustrial Metals > Industrial Metals & Mining Watch — The “new normal” for Chinese steelEmerging Markets Economics > Emerging Markets Economics Update — EM manufacturing weakens further as BRICs struggle
China Economics > China Watch — Why the RRR is still an effective policy tool in ChinaEmerging Markets Economics > Emerging Markets Activity Monitor — EM growth sinks below 4%China Economics > China Data Response — Official Manufacturing PMI (Apr.)China Economics > China Markets Monitor — New account openings add fire to rally in equitiesEmerging Markets Economics > Emerging Markets Inflation Monitor — Steady core inflation indication of a structural EM slowdownChina Economics > China Economics Update — Is the People’s Bank about to launch QE?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 deepen
China 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 supportChina 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 MarchChina 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 debts
China 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 inflation
Emerging 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 2015China 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 cliffLatin 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 low
Energy > 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 deflation
China 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 directions
Precious 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 lowChina 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 support
Emerging 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 spotChina 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 Q4