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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 firstname.lastname@example.org, or contact your account rep
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The PBoC followed through with a Reserve Requirement Ratio cut of 0.5 percentage points on Friday, hot on the heels of a strong hint to do so from the State Council meeting...
In one line: Don't fret too much about slow M1 growth right now.
It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.
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.
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
The PBoC has had its foot off the brake for most of this year so far, following tightening through the second half of 2020, culminating in its efforts to shake out speculative...
The PBoC Can't Ignore Sky-High PPI Inflation
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.
China's Reopening Story Remains in Tact Despite Slow M1 Growth
Money and Credit, April, China 2021
Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy
Increased Household Saving Tendency Likely Continued in March
The PMIs will Bounce in March, but the Hard Data will Pull Back
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend
Money and credit, February, China 2021
China's 2021 Recovery is Back on Track, M1 Growth Rebounded
Money and credit, China, January 2021
Will China be too Hasty with Policy Normalisation?
China's December Money and Credit Numbers are Worrisome
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