China’s Economy at a Glance – December 2024 16 December 2024 Economic planners flag more stimulus in the pipeline, but there may be a wait on the details Insight
China Economic Update – 11 November 2024 11 November 2024 No “bazooka”, not even real stimulus Insight
China’s Economy at a Glance – October 2024 18 October 2024 Fiscal stimulus likely too late to boost 2024 growth, but may add some upside to 2025 forecasts Insight
China’s Economy at a Glance – August 2024 15 August 2024 No signs of change in July as policy emphasises supply, domestic demand is subdued Insight
China Economic Update – 7 August 2024 7 August 2024 More of the same: Third Plenum shows little appetite for needed reform in China Insight
China’s Economy at a Glance – July 2024 15 July 2024 China’s growth slowed in Q2, with domestic demand remaining constrained and manufacturers relying on exports Insight
China Economic Update – 4 July 2024 4 July 2024 Indonesia may mark a turning point for EM trade policies with China Insight
China’s Economy at a Glance – June 2024 17 June 2024 How will China respond to the European tariffs on its electric vehicle exports? Insight
China Economic Update – 3 June 2024 3 June 2024 China steps up support for the property sector – but will it be effective? Insight
China Economic Update – 27 May 2024 27 May 2024 Tariffs on China’s EV exports could spark another trade war Insight
China’s Economy at a Glance – May 2024 17 May 2024 Trade tensions continue to mount, with critics claiming that China is exporting its industrial overcapacity Insight
China’s Economy at a Glance – April 2024 16 April 2024 China’s growth beat expectations in Q1, but big question marks around its sustainability Insight
China’s Economy at a Glance – March 2024 18 March 2024 China confirms an unchanged growth target for 2024 but headwinds will make it much harder to reach Insight
China Economic Update – 4 March 2024 4 March 2024 Reports of US supply chain realignment from China to Mexico are overblown Insight