Morgan Stanley sees signs policymakers in China are turning more hawkish, which suggests further increases in interest rates and a stronger currency by the end of the year.
DBS suggests throwing away the old maxim a 1% change in US growth meant a 2% change for Asia as the region is now driving more of its own growth and can better withstand a slowing in the US economy.
The People’s Bank of China has raised the reserve requirements for banks for the seventh time this year.
BIS Shrapnel expects further increases in Asian construction activity in coming years with China leading the way as the migration to cities continues.
Global inflation levels have been held in check during the emerging markets boom as China in particular has exported deflation. Will it be different now?
Skyrocketing food prices pushed China’s monthly inflation rate to the highest level in a decade in July.
As the US deals with a credit crunch, it would not be a good time for China to start dumping US Treasuries. But it is threatening to do so if the protectionist groundswell is not addressed.
CLSA’s monthly manufacturing survey has revealed overall activity is at a slower pace compared with breakneck activity levels in June.
A booming Chinese economy might be great news for Australia, but the bigger they are…
As Chinese economic growth continues to surprise on the upside the general view is that interest rate hikes will follow. But when?