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Capital Economics - 凯投宏观

Mainland China

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Industrial Metals > Industrial Metals Update — Bauxite shortfall to support alumina pricesChina Economics > China Data Response — Bank Lending & Broad Credit (Jan.)China Economics > China Economics Update — How much does today’s slide in Shanghai matter?China Economics > China Inflation Monitor — Inflation steady for now despite oil price plungeChina Economics > China Activity Monitor — Growth unlikely to have slowed sharply in Q4China Economics > China Data Response — Bank Lending & Broad Credit (Nov.)China Economics > China Economics Update — Wealth management product risks under spotlightChina Economics > China Markets Monitor — Equities surge following rate cutChina Economics > China Chart Book — PBOC may be resuming FX interventionChina Economics > China Economics Update — China switches tack with rate cut boost for larger firms
Commodities Overview > Commodities Data Response — PMIs point to subdued commodity demandChina Economics > China Activity Monitor — Respite in property unlikely to lastEmerging Asia Economics > Emerging Asia Economics Update — Australia-China FTA will help rebalance Australia’s economyChina Economics > China Data Response — Bank Lending & Broad Credit (Oct.)Commodities Overview > Commodities Update — New subsidy to slow cotton market adjustment in ChinaChina Economics > China Data Response — Trade & Inflation (Oct.)China Economics > China Watch — China Watch - Labour market remaining resilient despite property gloomChina Economics > China Markets Monitor — Government support for property ignites equity rallyChina Economics > China Economics Update — Imports as well as exports look suspiciousChina Economics > China Activity Monitor — China’s growth remains on a downward path
Commodities Overview > Commodities Data Response — PMIs provide little support to commodities pricesCommodities Overview > Commodities Data Response — Chinese domestic demand remains weakChina Economics > China Chart Book — More targeted support for small firmsChina Economics > China Economics Update — Inflation Monitor (Sep.)China Economics > China Markets Monitor — Renminbi regaining lost groundChina Economics > China Watch — On the cusp of another slowdown?China Economics > China Activity Monitor — Economy loses momentum coming into Q3Global Economics > Global Economics Update — Global economy too reliant on the USChina Economics > China Chart Book — Constraints on banks, not demand, behind loan slumpCommodities Overview > Commodities Update — Can China’s steel producers export their way out of trouble?
Commodities Overview > Commodities Data Response — Soybean imports likely to fall next monthChina Economics > China Economics Focus — Is the level of borrowing costs in China a problem?China Economics > China Markets Monitor — Shanghai equities on a tearChina Economics > China Watch — What does the anti-corruption campaign mean for the economy?Commodities Overview > Commodities Data Response — China’s industrial metals imports likely to fall furtherChina Economics > China Data Response — Trade (Jun.)China Economics > China Watch — Policymakers taking stock as hard landing fears easeChina Economics > China Markets Monitor — Upward pressure on renminbi is buildingChina Economics > China Activity Monitor — GDP growth steady in Q2China Economics > China Chart Book — FX accumulation by firms allows PBOC to step back
China Economics > China Economics Update — What is the PBOC up to?China Economics > China Data Response — Bank Lending & Broad Credit (May)China Economics > China Economics Update — Partial RRR cut illustrates reluctance to ease policyChina Economics > China Watch — Why we are still betting on renminbi appreciationChina Economics > China Data Response — Official Manufacturing PMI (May.)China Economics > China Markets Monitor — Renminbi stabilises in MayChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (May.)China Economics > China Chart Book — NPL ratio remains low but is set to climbChina Economics > China Data Response — Hong Kong GDP (Q1 14)China Economics > China Economics Focus — Where is China heading?
China Economics > China Data Response — Bank Lending & Broad Credit (Apr.)China Economics > China Data Response — Consumer & Producer Prices (Apr 14.)China Economics > China Economics Update — Inflation Monitor (May 14)China Economics > China Watch — Would a further slowdown in growth threaten employment?China Economics > China Data Response — Official Manufacturing PMI (Apr 14.)China Economics > China Markets Monitor — Further RMB weakening tests the PBOC’s nervesChina Economics > China Activity Monitor — Downward pressures easing, but not for longChina Economics > China Economics Update — China’s tourism deficit offsetting surplus in goods tradeChina Economics > China Chart Book — Oversupply weighs on property sectorChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Apr.)
China Economics > China Economics Update — A broad RRR cut is unlikely to come soonCommodities Overview > Commodities Update — What China’s GDP data should mean for commoditiesChina 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 AsiaChina Economics > China Economics Update — A new route for foreigners to invest in China’s equitiesChina Economics > China Data Response — Consumer & Producer Prices (Mar.)China Economics > China Data Response — Trade (Mar 14.)Emerging Asia Economics > Emerging Asia Economics Update — Isolated incident won't derail Malaysia-China economic tiesChina Economics > China Economics Update — Rehashed spending commitments don’t equal stimulus
China 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 Q1China Economics > China Chart Book — Hand of People’s Bank seen in currency fall
China Economics > China Economics Update — Wider currency band doesn't shift fundamentalsGlobal Markets > Global Markets Update — Are markets complacent about Ukraine?China Economics > China Economics Update — Are China’s exporters struggling to compete?China Economics > China Economics Update — Premier Li shrugs off slowdown concernsChina Economics > China Economics Update — Online funds pushing interest rate liberalisation forwardChina Economics > China Data Response — Bank Lending & Broad Credit (Feb.)China Economics > China Economics Update — Headline shrink in exports is misleadingChina 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 Markets Monitor — Renminbi hit by a policy wave
Emerging 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?China Economics > China Economics Update — Wider currency band is not the goalChina Economics > China Economics Update — More volatility ahead for the renminbiChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Feb.)China Economics > China Chart Book — No shift of monetary stanceChina Economics > China Data Response — Consumer & Producer Prices (Jan.)China Economics > China Economics Update — Inflation Monitor (Feb.)China Economics > China Economics Focus — How significant are China’s Third Plenum reforms?China Economics > China Economics Update — Outlook hazy, but growth still appears to be slowing
China Economics > China Markets Monitor — A bitter end to the year of the snakeChina Economics > China Activity Monitor — GDP data still overestimating China’s growthChina Economics > China Watch — What damage would a trust default do?China Economics > China Chart Book — Credit risks remain highChina 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 thinkChina Economics > China Data Response — Lending, credit (Dec.) & FX reserves (Q4)China Economics > China Economics Update — First appearances deceptive
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 continueChina Economics > China Markets Monitor — China’s equities slump, market rates surgeChina Economics > China Economics Update — The view from the ground – Q4 2013China Economics > China Data Response — Lending & Outstanding Credit (Nov.)China Economics > China Data Response — Industrial production, retail sales & investment (Nov.)China Economics > China Watch — What to expect in 2014Global Markets > Global Markets Update — What impact would RMB liberalisation have on Treasuries?Emerging Asia Economics > Emerging Asia Economics Weekly — China's Third Plenum reforms - what they mean for Asia
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 Watch — How big a problem is local government debt?China Economics > China Data Response — Manufacturing PMIs (Oct 13.)China Economics > China Markets Monitor — China’s equities fall, market rates riseChina Economics > China Economics Focus — What can we expect from the Third Plenum?China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Oct 13.)
China Economics > China Activity Monitor — Momentum fadingChina Economics > China Economics Update — As good as it gets?China Economics > China Economics Update — People’s Bank accelerates its foreign exchange purchasesChina Economics > China Economics Update — Welcome slowdown in credit, but inflation risingEmerging Asia Economics > Emerging Asia Economics Update — Where and why do our forecasts differ from the IMF’s?China Economics > China Economics Update — Inflation Monitor (Oct.)China Economics > China Markets Monitor — China’s market rally fadesChina Economics > China Watch — Foundations weak for a property turnaroundChina Economics > China Data Response — HSBC/Markit Manufacturing PMI (Sep. 13)China Economics > China Economics Update — Service sector reform edges further forward
China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Sep 13.)China Economics > China Economics Update — China’s unwelcome reboundLatin America Economics > Latin America Focus — What might China hold in store for Peru and Chile?China Economics > China Economics Update — How important is the Shanghai Free Trade Zone?China Economics > China Economics Update — Inflation Monitor (Sep.)China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Jul 13.)China Economics > China Economics Update — Imbalances widen, despite slowdownChina Economics > China Economics Update — Export slump points to faltering demandChina Economics > China Chart Book — Digger sales may give early hint of reboundChina Economics > China Markets Monitor — Property stocks lead rebound again