China’s Economy Still Strong Despite Trade and Tech War

There has remained continuing newsflow on the US-China trade war. What about the condition of the Chinese economy? The view here remains that Beijing is in... Read More»

China’s Erratic Housing Market and the State of its Credit

The most important economic data to monitor in Asia this year will be Chinese credit data. On this point, the data for March has confirmed the moderate uptr... Read More»

The Great China Deleverage: Economy Ain’t Broke and Stocks OK

There remains a lot of noise about incipient trade wars and the like between the US and China. But, interestingly, the MSCI China Index, which mainly compri... Read More»

More Xi: China’s Pathway Towards Economic Stability

There were significant developments out of China last quarter. The most important was the announcement by state media in late February that term limits will... Read More»

Chinese Economy

China’s Economy Still Strong Despite Trade and Tech War

China’s Erratic Housing Market and the State of its Credit

The Great China Deleverage: Economy Ain’t Broke and Stocks OK

More Xi: China’s Pathway Towards Economic Stability