Analysts from GavekalDragonomics debate the questions of what is causing China’s property downturn and just how bad can it get.
Most, but not all brokers anticipate a slight moderation in Chinese GDP growth next year as immediate policy tightening and longer term reform measures take effect.
Chinese hard landing fears have diminished, and while China has consolidated at a less runaway growth rate the Asian zone economy in general is broadening and exports to Europe are no longer falling. But beware the Fed.
Jonathan Barratt of Barratt’s Bulletin discusses the implications of this week’s severe Fed-related stock market sell-offs in India, Indonesia and Thailand.
Recent PMI numbers from China have sparked nervousness but DBS suggests amidst the volatility, Asian growth is slower but on a steady upward trend.
The PBoC has now calmed China’s money markets, but will last week’s volatile episode ultimately impact further on China’s slowing growth?
Profit Confidential’s George Leong explains why the rich are getting richer in China and who stands to benefit from this.
Following Monday’s disappointing Chinese March quarter GDP release, analysts have reassessed their expectations for ongoing Chinese economic growth.
Economies in Asia are poised, but poised for what remains the question.
While Beijing is famous about maintaining control of the Chinese economy, there are a number of good reasons for China to internationalise the renminbi.