
More recent developments

Macro wrap | Summer softening
To read this macro wrap as a PDF, click here. Exec sum China's economy slowed in August – industrial output softened, investment slumped, consumption lost steam, and the property sector contraction deepened. Industrial value-added (IVA) growth slowed to 5.2% y/y –… Read More »

Quick take: China’s great urban land reset, explained
Last week, the State Council approved a batch of two-year pilots in major cities and urban clusters to test new ways of allocating economic resources – what Beijing calls "factors of production" – in their economies. The pilots cover capital,… Read More »

On Our Radar | Taming the bull
The most important upcoming developments for policy and politics in China over the next month key developments econ and finance Regulatory intervention to cool stock markets (any time in the next month) Policy measures to boost services consumption and exports… Read More »