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Macro

July survey data points to patchy recovery

China Confidential’s proprietary indicators suggested a strengthening of activity in a number of key sectors in July, with a greater proportion of respondents reporting an increase in freight shipments, labour demand rising, consumer spending remaining strong and confidence improving. 

31 July 2014

Beijing selects SOEs for pilot reform

Investors and analysts debate the significance of a recently announced pilot reform scheme for selected state-owned enterprises.

31 July 2014

Bond markets rebound despite rising default risks

Stricter shadow finance regulations, a series of targeted easing measures by the central bank and market participants’ increasing acceptance of bonds as risk-based investment assets have contributed to a sharp rebound in bond issuance in recent months.

31 July 2014

False dawn for fixed-asset investment?

Closer analysis of the data suggests that the headline uptick in fixed-asset investment growth in June may prove short-lived.

31 July 2014

Tempering the optimism

Despite indications of a further strengthening of Chinese economic activity in July, it remains too soon to call a sustainable recovery.

31 July 2014

A short-term recovery

Strengthening credit growth and economic activity in June may appear to suggest that China’s economy has bottomed out, but a closer analysis raises doubts about the sustainability of the recovery.

16 July 2014

Rise of the robots

With China now the world’s largest robot market, our latest survey of robotmakers and users in seven provinces highlights the reasons behind the recent surge in robot purchases, the future demand outlook and the likely impact on labour trends and the overall economy.

16 July 2014

China’s monetary policy shift

Recent targeted moves to boost base money supply suggest that China’s central bank is set on managing liquidity through direct measures aimed at specific sectors of the economy, rather than previously used market-wide injection tools such as rate cuts or RRR hikes

03 July 2014

Lessons from the liquidity squeeze

A year on from the severe liquidity squeeze in June 2013, bankers and market participants have been debating the lessons learned and examining why there wasn't a repeat performance this year.

03 July 2014

A fragile recovery

Despite stronger PMI readings and some positive signs in our proprietary macro surveys in June, tight credit and ongoing private sector and real estate weakness continue to mitigate against an economic recovery.

03 July 2014
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