China Chart Pack Plenum promises shift in market rules The reform plan unveiled following the Third Plenum has refocused attention on the position of state-owned firms in China’s economy. During the first decade of this century, China’s state sector... 18th November 2013 · 1 min read
China Economics Update Subdued recovery in Hong Kong Another disappointing set of GDP figures for Hong Kong has tempered hopes for a strong revival of growth. A pick-up in global trade flows should help over the coming year, but we expect Hong Kong's... 15th November 2013 · 1 min read
China Economics Update China’s equities fall, market rates rise China's stock market fell in late October as money-market rates surged. A rerun of June's cash crunch is not on the cards, but there is increasing evidence that the policy stance is shifting back... 31st October 2013 · 1 min read
China Economics Update How long will the Hong Kong peg last? The Hong Kong dollar peg was introduced 30 years ago this week. Although the peg creates a number of problems, it remains the best option. We expect it to remain in place for many more years. 16th October 2013 · 1 min read
China Economics Update Growth in Hong Kong set for gradual recovery Hong Kong GDP figures for the second quarter show the economy remains subdued. Over the next couple of years, with the global economy set to stage a gradual recovery, Hong Kong should see a modest... 16th August 2013 · 1 min read
China Economics Update Property stocks lead rebound again China’s equity prices have recovered somewhat this month. Meanwhile, the renminbi has been allowed to appreciate at a faster pace. 27th May 2013 · 1 min read
Asia Economics Weekly NIEs underperformance set to continue One of the most notable features of the Q1 GDP data for Emerging Asia is the continued weak performance of the NIEs (Newly Industrialised Economies, Korea, Taiwan, Hong Kong and Singapore). This... 27th May 2013 · 1 min read
China Economics Update Growth in Hong Kong to remain lacklustre GDP figures for Q1 released today show growth in Hong Kong remained lacklustre in y/y terms, while in q/q terms the pace of expansion slowed sharply. Looking ahead, with global demand set to... 10th May 2013 · 1 min read
Asia Economic Outlook South East Asia to outperform Emerging Asia began the year with plenty of momentum, but the recovery is already showing signs of losing steam. Growth in 2013-14 is likely to be slower than has been the norm. Lacklustre global... 4th April 2013 · 1 min read
China Economics Update Signs of recovery in Hong Kong, but risks to downside Hong Kong’s economy grew at its fastest pace in nearly two years in Q4, thanks mainly to a pick up in export growth. Prospects for the economy depend largely on the outlook for global demand. As such... 27th February 2013 · 1 min read
Asia Economics Weekly Property prices in Emerging Asia - an update Property prices look significantly overvalued in Hong Kong and parts of Taiwan. As such, while the risk of a slump in exports bringing recession in these trade-oriented economies has subsided recently... 11th February 2013 · 1 min read
China Economics Update Stirring property sector reawakens over-investment fears Property construction in China still needs to slow further to return the real estate sector to a sustainable path. Accordingly, the recent pick-up in investment by developers should not be welcomed... 9th January 2013 · 1 min read
China Economics Update Hong Kong's low unemployment no support for domestic demand Hong Kong’s unemployment rate remains low despite the weak economy, as employers have responded to falling demand by cutting wage growth. The result has been a slowdown in consumption. Even if... 18th December 2012 · 1 min read
China Economics Update The US fiscal cliff: implications for Asia The nightmare scenario of the US Congress failing to reach a deal on the fiscal cliff would see growth in Asia’s most trade-dependent countries slow by up to 1 percentage point in 2013. 17th December 2012 · 1 min read
China Economics Update Hong Kong property still heading for a crash The Hong Kong government has introduced a number of measures to improve housing affordability. We don’t believe these measures will have their intended effect, and that in the short-term property... 11th September 2012 · 1 min read
China Economics Update Hong Kong economy unlikely to rebound anytime soon Hong Kong’s economy contracted in Q2. With global growth set to disappoint over the next couple of years, we expect Hong Kong’s trade-dependent economy to continue to struggle in the coming quarters. 10th August 2012 · 1 min read
