china economy

A default has been averted at one of China's largest property developers. But what now?

It is widely acknowledged that troubled China's property developers will not trigger a 'Lehman moment". But the sector is still in crisis.

The daily Match Out for Wednesday 26 July, with James Gerrish of Market Matters.

A raft of economic data last week again confirmed mixed signs for the post zero-covid recovery for China. The headline act was GDP. China’s economy in the second...

In a world in where much of the world is grappling with inflation, it might seem strange that inflation is virtually non-existent in China. In fact, in data released...

Local government debt is now in the spotlight. Much has been made of this debt's size, but is there a bigger issue?

When it comes to infrastructure in China, it seems that old habits die hard

When China first began to back down from its zero covid policy, there was a lot of skepticism. Whether it was doubt about whether the country could handle the huge...

Independent Economist Janu Chan breaks down the big change at the top of the Chinese National People's Congress agenda.

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...

China’s road to reopening is front of mind for investors as we go into 2023. But will it also be the best news story of the new year for markets?

Chinese stocks have had a phenomenal run over the last two weeks. The Hang Seng index is over 22% higher than a low struck in late October. And some of the big...

Imagine a US-dollar bond paying essentially a 118% yield. It pays a coupon of 4.2% and is priced at approximately 8 cents in the dollar. What’s the catch you are...

In watching the coverage of the 20th Party Congress, I can’t help but compare it to other political events around the world. It feels like the complete opposite of a...

There is a whole lot of attention on the upcoming China’s 20th National Party Congress, which is slated to begin October 16. It is the biggest political event on the...

This time next month, the world's second-largest economy will likely undergo its most radical change in half a century. Current President Xi Jinping is likely to...

Over the last two-odd years there has been a lot of discussion about an allocation to China in a portfolio and recently this talk has shifted as to whether China is...

A few weeks back we wrote on the escalating situation in China and the risk of default in the largest and most leveraged developer, Evergrande - Bumpy road ahead for...

Around 600 BC, the Chinese were among the first to invent money when they used coins worth the metal within to overcome the hassle of bartering. The invention of paper...

The world is changing. The largest market of consumers for the last 30 years is being replaced. Unfortunately, many portfolios do not reflect this change. By 2024,...