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Insight

Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of t...

Insight

China's GDP growth could slow to 3.9% in 2024, according to our analysis of a low-case scenario. This scenario assumes flat property sales and new ...

Insight

The 20th National Congress of the Communist Party of China (CPC congress) will be held on 16 October. We expect the 20th CPC congress to emphasise ...

Insight

We forecast China's GDP growth for 2023 and 2024 to be 5.2% and 4.8%, respectively. It requires a recovery in the property sector, industrial produ...

Commodity Market Report

China's development and growth is disparate, this data is essential to gain a broader understanding of China and its development at the sub-nationa...

Insight

China has underperformed its potential in 2023 but beats the government target. The issue is that weak growth in 2023 will not be balanced out. The...

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