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Chinese Economy

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…

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…

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,…

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…