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• Inside China – The trade war is really about future technology

  by Jeremy Stevens Thu May 10 11:05:25 SAST 2018

  China’s cyclical path seems in a comfort zone; growth set a steady pace, at 6.8% y/y in Q1:18. The higher-frequency data implies that modest deceleration is underway. And, the central …

  Inside China – PBoC makes a smart move

  by Jeremy Stevens Mon Apr 23 07:33:18 SAST 2018

  Last week, the People’s Bank of China (PBoC) cut the reserve requirement ratio (RRR) by 100 basis points (bps). This, the first cut since February 2016, is in contrast to …

  Inside China – Factory gate prices now on close watch

  by Jeremy Stevens Thu Apr 12 08:14:49 SAST 2018

  It has been a while since inflation data has mattered. But now, price dynamics are under scrutiny. Last month, the Consumer Price Index (CPI) and Producer Price Index (PPI) were, …

  Inside China – Liu He's big brake

  by Jeremy Stevens Wed Apr 04 07:59:43 SAST 2018

  In January 2018, at the World Economic Forum, Liu He – this was before he became Vice Premier, and not quite yet the most import economic policymaker in China – …