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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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China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...
6th Jul 2021 00:10China+
China analysts have a not-so-secret weapon; credit and money trends are very good leading indicators of GDP growth. At the moment, the signal from those indicators is worrying.
5th Jul 2021 00:10China+
The official manufacturing PMI indicates that bottlenecks remain a problem.
1st Jul 2021 00:00China+
The BoJ meeting this week could be live, with an extension of the Special Funds Supplying operation, likely to March next year, from September currently.
16th Jun 2021 00:00China+
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
8th Jun 2021 00:10China+
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
4th Jun 2021 00:00China+
Manufacturing PMIs Could Edge Higher this Month
28th May 2021 00:00China+
What will Happen When Services Really get Going?
17th May 2021 00:10China+
CPI Inflation will Soon Point to Higher Yields, But not Yet
7th May 2021 00:00China+
Only Small Firms Noticed the U.S. Stimulus, so far
4th May 2021 00:10China+
Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy
28th Apr 2021 00:00China+
When will China's Services Inflation Begin to Gain Traction
8th Apr 2021 00:00China+
China's Fiscal Deficit is Close to Pre-crisis Levels, but...
6th Apr 2021 00:10China+
Governor Yi Gang's Remarks Imply Steady as She Goes, Not a Cut
23rd Mar 2021 00:10China+
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
15th Mar 2021 00:10China+
2 Mar 2021 China's February PMIs are Better than Billed, but are Softening
2nd Mar 2021 00:10China+
China's Services Inflation will Leap Once Covid is Controlled
11th Feb 2021 00:00China+
PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors
28th Jan 2021 00:00China+
Services Inflation is About to Stage a Recovery, Repairing Margins
12th Jan 2021 00:10China+
Japan's State of Emergency Means a Q1 GDP Decline
8th Jan 2021 00:00China+
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