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China Economics > China Economics Update — Rate cut alone won't boost lendingChina Economics > China Data Response — Manufacturing PMIs (Feb.)Global 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 sheep
China 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 record
China 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 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 growth
Emerging 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 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 mode
Emerging Markets Economics > Emerging Markets Trade Monitor — Oil exporters feel the squeezeChina 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” stimulus
China Economics > China Inflation Monitor — Inflation steady for now despite oil price plungeGlobal 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 Q4
Global Economics > Global Economics Update — Winners and (even bigger) losers from lower oil pricesCommodities Overview > Commodities Data Response — PMIs signal demand still weakEmerging Markets Economics > Emerging Markets Economics Chart Book — 2015 shaping up to be another lacklustre yearChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Dec.)China Economics > China Economics Update — China's GDP set for statistical boostChina Economics > China Data Response — Bank Lending & Broad Credit (Nov.)China Economics > China Data Response — Fixed investment, industrial output, retail sales (Nov.)Global Markets > Emerging Markets Markets Chart Book — Are EM corporate bonds really that vulnerable?Emerging Markets Economics > Emerging Markets Trade Monitor — Falling commodity prices douse the EM export recoveryChina Economics > China Data Response — Consumer & Producer Prices (Nov.)
China Economics > China Economics Update — Wealth management product risks under spotlightEmerging Markets Economics > Emerging Markets Financial Risk Monitor — External debt unlikely to spur widespread stressCommodities Overview > Commodities Data Response — Chinese commodity imports supported by stockbuildingChina Economics > China Data Response — Trade (Nov.)Emerging Markets Economics > Emerging Markets Economics Update — Will Fed hikes trigger another leg down for EM currencies?China Economics > China Inflation Monitor — Inflation to moderate furtherChina Economics > China Economics Update — What is behind the surge in Shanghai equities?China Economics > China Watch — What to expect in 2015Emerging Markets Economics > Emerging Markets Economics Update — Smaller EM manufacturers leading the wayGlobal Markets > Emerging Markets Valuation Monitor — Turkish lira to remain overvalued despite fall in oil prices
Global Economics > Global Central Bank Watch — ECB, BoJ and People’s Bank to loosen policy furtherChina Economics > China Data Response — Manufacturing PMIs (Nov.)Emerging Asia Economics > Emerging Asia Markets Monitor — Limited impact from Chinese rate cutChina Economics > China Markets Monitor — Equities surge following rate cutEmerging Markets Economics > Emerging Markets Activity Monitor — Signs of improvement in smaller EMsChina Economics > China Chart Book — PBOC may be resuming FX interventionEmerging Markets Economics > Emerging Markets Inflation Monitor — Deflation concerns spread across the emerging worldChina Economics > China Economics Focus — What impact will the rate cut have, and what happens next?Emerging Markets Economics > Emerging Markets Economics Update — EM policymakers unlikely to follow China’s leadCommodities Overview > Commodities Update — Chinese rate cuts to have limited impact on metals demand
Emerging Markets Economics > Emerging Markets Economics Update — EM monetary policy takes divergent pathsChina Economics > China Economics Update — China switches tack with rate cut boost for larger firmsEmerging Markets Economics > Emerging Markets Economics Chart Book — Lower commodity prices bring mixed news for EMsCommodities Overview > Commodities Data Response — PMIs point to subdued commodity demandChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Nov.)China Economics > China Activity Monitor — Respite in property unlikely to lastEmerging Asia Economics > Emerging Asia Economics Update — Australia-China FTA will help rebalance Australia’s economyEmerging Asia Economics > Emerging Asia Economics Weekly — China-Korea free trade deal is not a game changerChina Economics > China Data Response — Hong Kong GDP (Q3)China Economics > China Data Response — Bank Lending & Broad Credit (Oct.)
Global Markets > Emerging Markets Markets Chart Book — Brighter times should lie ahead for EM equitiesCommodities Overview > Commodities Update — How could the second China – Russia gas deal impact prices?Emerging Markets Economics > Emerging Markets Economics Update — Credit bubbles deflate – but at the cost of weaker growthChina Economics > China Data Response — Fixed investment, industrial output, retail sales (Oct.)Emerging Markets Economics > Emerging Markets Trade Monitor — Fragile EM export recovery facing more headwindsChina Economics > China Economics Update — How big a deal is the Shanghai Connect scheme?Commodities Overview > Commodities Update — Some brighter signs in China’s trade dataCommodities Overview > Commodities Update — New subsidy to slow cotton market adjustment in ChinaChina Economics > China Data Response — Trade & Inflation (Oct.)Commodities Overview > Commodities Update — What are China’s copper demand indicators saying?
China Economics > China Inflation Monitor — Inflation to remain low – but positiveEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q4 2014)China Economics > China Watch — China Watch - Labour market remaining resilient despite property gloomEmerging Markets Economics > Emerging Markets Economics Update — Export-oriented manufacturers faring wellChina Economics > China Data Response — Manufacturing PMIs (Oct.)Global Markets > Capital Markets Analyst — Bubble in US Treasuries should deflate soonChina Economics > China Markets Monitor — Government support for property ignites equity rallyChina Economics > China Chart Book — Bank lending under pressure from new deposit rulesGlobal Markets > Emerging Markets Valuation Monitor — Low valuations should help to support EM equitiesChina Economics > China Economics Update — Imports as well as exports look suspicious
China Economics > China Activity Monitor — China’s growth remains on a downward pathEmerging Markets Economics > Emerging Markets Inflation Monitor — Low EM inflation set to persistCommodities Overview > Commodities Data Response — PMIs provide little support to commodities pricesChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Oct.)Emerging Markets Economics > Emerging Markets Economics Update — Cheaper commodities to allow rates to stay lower for longerChina Economics > China Data Response — Q3 GDP & September Activity DataChina Economics > China Economics Update — Fourth Plenum signals next phase of anti-graft effortsChina Economics > China Economics Update — Will falling house prices hurt consumption?China Economics > China Data Response — Lending, credit (Sep.) & FX reserves (Q3)Emerging Markets Economics > Emerging Markets Economics Update — The winners and losers from lower oil prices