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Capital Economics - 凯投宏观

Mainland China

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China Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Apr.)China Economics > China Economics Update — A broad RRR cut is unlikely to come soonCommodities > 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 ties
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 fallChina 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 waveEmerging Markets Economics > Emerging Markets Activity Monitor — Asia slows as Emerging Europe recovers
China 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.)Emerging 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?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 2014Emerging Asia Economics > Emerging Asia Economics Weekly — China's Third Plenum reforms - what they mean for AsiaChina 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 fading
China 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 forwardChina 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 againChina Economics > China Economics Update — Demand strong from overseas but appears weaker at home
China Economics > China Economics Update — Inflation Monitor (Nov.)China Economics > China Economics Update — Economy stabilising, on course for weak recoveryChina Economics > China Data Response — Lending and total social financing (Sep.)China Economics > China Activity Monitor — Q3 growth on course for another big dropChina Economics > China Economics Focus — Ten key questions about China’s property marketChina Economics > China Economics Update — Can the economy recover without a rebound in property?China Economics > China Activity Monitor — Property holding economy backChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Jun.)China Economics > China Economics Update — The view from the ground - Q2 2012China Economics > China Chart Book — Stimulus to support investment rebound
China Economics > China Economics Update — Property outlook brightensChina Economics > China Economics Update — How long will the Hong Kong peg last?China Economics > China Economics Update — Banks respond to stimulus call as economy stabilisesChina Economics > China Economics Update — Interest rate cuts underline determination to shore up growthThis article appears in multiple services — Who in Asia is most vulnerable to a hard landing in China?China Economics > China Data Response — Manufacturing PMIs (May)China Economics > China Watch — Why are fiscal options being neglected?China Economics > China Economics Focus — A primer on China’s PMIsChina Economics > China Economics Update — China's stimulus dilemmaChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (May)
China Economics > China Economics Update — Stimulus set to fuel recoveryEmerging Asia Economics > Emerging Asia Economics Update — How bad were the Q1 data for emerging Asia?China Economics > China Activity Monitor — April weakness prompts stimulus responseEmerging Asia Economics > Emerging Asia Economics Update — What would a rebalancing of China’s economy mean for Asia?China Economics > China Chart Book — April disappointmentChina Economics > China Economics Update — Required reserve ratio cut not enough to trigger reboundChina Economics > China Economics Update — April slump to prompt more easingCommodities > Commodities Data Response — China’s commodity imports drop backChina Economics > China Data Response — Foreign Trade (Apr.)China Economics > China Economics Update — Inflation Monitor (Apr.)
China Economics > China Watch — Is weak loan demand holding back the recovery?China Economics > China Data Response — HSBC/Markit Manufacturing PMI (Apr.)China Economics > China Data Response — Official Manufacturing PMI (Apr.)Emerging Asia Economics > Emerging Asia Chart Book — Export improvement brings fragile recoveryEmerging Asia Economics > Emerging Asia Economics Weekly — Chinese tourism bonanza for AsiaChina Economics > China Chart Book — Glimmers of hope in MarchChina Economics > China Activity Monitor — Q1 weak, but better in MarchCommodities > Commodities Data Response — China and euro-zone PMIs paint worrying pictureChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Apr.)Emerging Asia Economics > Emerging Asia Economic Outlook — Asia well placed to withstand weaker global growth
China Economics > China Economics Update — What should we make of the widened renminbi band?Commodities > Commodities Update — Risks to China’s commodity demand still skewed downwardsChina Economics > China Economics Update — Government commits to further looseningChina Economics > China Economics Update — Policy easing starting to have an impactChina Economics > China Economics Update — Optimism on China’s current account is prematureChina Economics > China Data Response — NBS business conditions survey (Q1)Commodities > Commodities Data Response — China's commodity imports show signs of weakeningChina Economics > China Data Response — Foreign Trade & CPI (Mar.)Emerging Asia Economics > Emerging Asia Economics Update — Asia’s costly fuel subsidies to remain in placeChina Economics > China Economics Update — What does the increase in QFII and RQFII quotas mean?
China Economics > China Economics Update — Inflation Monitor (Mar.)Emerging Asia Economics > Emerging Asia Economics Focus — How would a hard landing in China affect Australia?China Economics > China Economics Update — Manufacturing still soft despite strong official PMIChina Economics > China Watch — What difference would a wider RMB trading band make?This article appears in multiple services — Is China's move up the value chain a threat to Asian economies?China Economics > China Economics Update — No need to worry about low-end exports losing market shareChina Economics > China Activity Monitor — Economy not recovering yetChina Economics > China Data Response — HSBC/Markit Flash Manufacturing PMI (Mar.)Commodities > Commodities Update — How tight is China’s corn market?China Economics > China Chart Book — Still waiting for stimulus to be felt