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Macroeconomics, risk and global trends reports
China economic focus August 2022: property recession
China’s property market is in recession and could potentially develop into a systematic financial and economic crisis. However, we expect a managed...
China economic focus July 2021: slowing growth ahead
China’s economy will slow from the second half of 2021. Slower export growth, rising commodity prices, lacklustre infrastructure investment and exp...
China economic focus March 2023: time for changes
The new government in China needs to issue new policies to accelerate economic recovery. However, the lower-than-expected 5% GDP target signals tha...
China economic focus October 2021: what’s next after power rationing?
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...
China economic focus September 2022: the 20th party congress - prioritising self-reliance and stability
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 ...
China's commodity markets: 5 things to look for in 2017
With the Chinese New Year holiday behind us, we are looking ahead to what the year of the rooster could have in store for China's commodity markets...
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