Insights, commentary and case studies to help Australian businesses trade with Asia.
COVID lockdowns point to weaker growth and greater uncertainty in the near term.
COVID outbreaks dampened growth in March, and cloud near-term outlook.
COVID and energy prices present sizeable risk to China’s ambitious growth target.
China enters 2022 with relatively weak momentum and considerable uncertainty.
COVID lockdowns point to weaker growth and greater uncertainty in the near term.
The COVID-19 pandemic could accelerate China’s long term demographic pressures
Follow the money: The strength of China’s outward foreign investment during pandemic raises questions.
COVID outbreaks dampened growth in March, and cloud near-term outlook.
COVID and energy prices present sizeable risk to China’s ambitious growth target.
China’s outsized property sector presents a major drag for growth in 2022.
Dynamic clearing – shifting the message rather than broad policy towards COVID-19.
China enters 2022 with relatively weak momentum and considerable uncertainty.
November data show little underlying improvement from October’s weakness.
Spreading the wealth: Common Prosperity may start to address inequality in China.
Partials point to a weak start to Q4, with production and retail soft and investment contracting.
To the market: China’s power crunch is forcing much needed energy reform.
