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Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 months please email email@example.com, or contact your account rep
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PPI inflation is proving stubborn, while CPI inflation is just getting started.
Services inflation continues to rise, despite the broadening Delta scare.
Trade figures highlight the "mid-cycle" falter, as exports soften but imports stumble too.
July exports likely weakened, while imports will be boosted by the tail end of commodities inflation.
PPI inflation may not yet have peaked; headline CPI inflation is just about food prices.
M1 growth should now be troughing, but an RRR cut is looking more likely nonetheless.
From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.
The Bank made a surprise announcement at its meeting last week.
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