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Previous Stories

Why Do Chinese Households Save So Much?

Sep 04 2012

China’s huge savings are met with both awe and suspicion. This column discusses the high savings rate and its implications using data from 1960 to 2009.


China Slowing Faster Than Assumed?

Aug 27 2012

The Dallas Federal Reserve has entered the debate on the discrepancy of China’s rubbery GDP figures and seemingly inconsistent weak electricity data.


Warning: China Reaching Critical Point

Aug 22 2012

Brokers have investigated the state of China’s manufacturing and property sectors to arrive at potentially grim conclusions.


China And Food Price Reality

Jul 31 2012

If Chinese meat consumption continues to push toward Western levels, there will not be enough grain in the world to feed the animals consumed.


Disputing China’s GDP Numbers

Jul 26 2012

Many an analyst has pointed to weak Chinese electricity production as a reason why China’s June quarter GDP must be overstated by Beijing, but ANZ argues the case.


Calling Beijing: China Flash PMI Falls

May 24 2012

A drop in HSBC’s flash estimate of China’s May PMI is not good news but may help hasten a policy response from Beijing.


Beijing Forced Into A Rapid Policy Response

May 14 2012

Beijing’s weekend policy response to weak April data is welcome but perhaps a little slow.


But What About India?

May 09 2012

If Europe isn’t getting all the attention China is, but no one ever mentions India when perhaps, given current problems, it should.


China Takes Another Step Towards Maturity

Apr 16 2012

Beijing’s announcement it will expand its range of yuan peg to the US dollar, allowing for further appreciation, has been welcomed across the globe.


China’s Confusing Economy

Apr 02 2012

A big jump in China’s official manufacturing PMI belies a fall in HSBC’s independent calculation. The official number appears to counter recent hard landing fears, but what is really going on?



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