A more positive view of global prospects and impact on Asia: We disagree with the ADB update
There is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now. Our analysis of Asia’s outlook runs...
360 Views
China: Stronger than believed?
China remains an enigma to even the most seasoned watcher of its economy; conflicting views of the future trajectory of the Chinese economy remain...
372 Views
IMF Article IV shows China rebalancing for long-term growth
The Chinese economy is in a ‘new normal’ of lower, but higher quality growth. Large vulnerabilities could derail economic prospects as the...
301 Views
China flaunts military might, but couches rise in peaceful rhetoric
President Xi Jinping’s speech at the parade marking the 70th anniversary of Japan’s defeat in 1945 was notable for the announcement of a reduction...
385 Views
CHINA MACRO: Rate & RRR cuts alone are not enough to stabilise growth
On Monday i wrote that "policy inactivity and mismanement has become and enormour issue in China". Last night the PBOC cut interest rates and the...
373 Views