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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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Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...
26th Jul 2021 00:10China+
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
16th Jul 2021 00:00China+
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
7th Jun 2021 00:10China+
China's Reopening Story Remains in Tact Despite Slow M1 Growth
24th May 2021 00:10China+
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
CPI Inflation will Soon Point to Higher Yields, But not Yet
7th May 2021 00:00China+
The PBoC's Digital Yuan is Just Another Way of Keeping Control
6th May 2021 00:00China+
Commodity and House Prices are Top of the PBo
21st Apr 2021 00:00China+
Huarong will have More Luck than Beleaguered LGFVs
16th Apr 2021 00:00China+
Increased Household Saving Tendency Likely Continued in March
13th Apr 2021 00:10China+
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
15th Mar 2021 00:10China+
Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend
11th Mar 2021 00:00China+
Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks
8th Mar 2021 00:10China+
China's 2021 Recovery is Back on Track, M1 Growth Rebounded
10th Feb 2021 00:00China+
Stress-testing our Theory of Further M1 Acceleration in Q1
8th Feb 2021 00:10China+
BoJ support has sent monetary aggregates through the roof.
6th Jan 2021 00:00China+
China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.
11th Dec 2020 00:10China+
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