China

China's long-term growth potential will be highly dependent on whether Beijing can further open up its economy to free market forces. With this in mind, we are encouraged by recent... 2012-02-28

The strength of China's central government fiscal position hides a great deal of contingent liabilities that put the overall fiscal picture on a much less stable footing. As land sales... 2012-01-18

With China's economy heading towards a hard landing, we believe it will become increasingly difficult for Beijing to report strong headline expansion. While the headline GDP figure... 2012-01-17

We expect to see all measures of Chinese inflation receed in 2012, continuing the trend exhibited in H211. This should allow the People's Bank of China (PBoC) to cut interest rates... 2012-01-05

Anecdotal evidence suggests there is a growing tendency among China's elite to shift their assets overseas as the economy faces the potential for a recession and political tensions... 2011-12-20

We have long-warned that expectations of yuan appreciation are not fundamentally supported, and back in October, we called for the yuan to be re-pegged to the US dollar as the economy... 2011-12-14

China's economy is clearly entering a slow patch as both the manufacturing and services sectors feel the strain of higher interest rates and tightening money supply conditions. The... 2011-09-16

In the event of a pronounced correction in investment spending, a slump in exports and potential banking sector instability, we find it highly unlikely that the Chinese consumer will... 2011-09-14

The governments of Turkmenistan and China are to hold the first meeting of the Turkmen-Chinese committee to enhance bilateral cooperation in various economic sectors, according to an... 2011-09-06

China-US relations continue to face a multitude of challenges. China's recent confirmation of its aircraft carrier programme demonstrates its commitment to building a blue-water navy... 2011-09-06