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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 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 potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
29th Jun 2021 00:10China+
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
17th Jun 2021 00:00China+
The PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 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+
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
18th May 2021 00:10China+
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
Will U.S. Stimulus Show up in China's April PMIs
29th Apr 2021 00:00China+
Commodity and House Prices are Top of the PBo
21st Apr 2021 00:00China+
IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter
19th Apr 2021 00:10China+
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+
When will China's Services Inflation Begin to Gain Traction
8th Apr 2021 00:00China+
The PMIs will Bounce in March, but the Hard Data will Pull Back
30th 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+
Stress-testing our Theory of Further M1 Acceleration in Q1
8th Feb 2021 00:10China+
Will China be too Hasty with Policy Normalisation?
19th Jan 2021 00:10China+
China plays a pivotal role in the global inflation outlook.
24th Dec 2020 00:10China+
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