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Export growth slows in September

Chinese export growth slowed on both a MoM and a YoY basis in September, according to China Confidential’s latest survey of 200 export manufacturers, trading companies and shipping agents across the country. Despite an increase in new orders, particularly of electronics, exporters were less optimistic about the outlook for October.

30 September 2014

Surveys point to further weak growth in September

China Confidential’s proprietary indicators suggested a continuation of recent weak growth trends in September, with export and labour demand growth moderating and freight activity remaining muted. Discretionary spending growth stabilised despite an easing in household income growth and consumer confidence. Home sales improved sequentially but remained weak compared with September 2013.

29 September 2014

State Council announces measures to boost fixed-asset investment

China’s State Council has announced polices to incentivise companies to invest in new equipment, in a move that could shore up flagging fixed-asset investment growth.

25 September 2014

The Shanghai FTZ turns one

Economists and analysts debate the achievements of the first year of the much-heralded Shanghai free-trade zone.

25 September 2014

Survey highlights longer-term infrastructure challenges

Our latest survey of infrastructure projects in eight provinces suggests an improvement in short-term financing for existing projects, but highlights longer-term challenges given constrained local government finances.

25 September 2014

Sticking to their guns

Despite weak August data and initial indications that this weakness persisted into September, Chinese policymakers appear content to continue to announce targeted measures, rather than resorting to significant credit-driven stimulus.

25 September 2014

Understanding China’s real estate slowdown

Our analysis suggests that China’s current housing slowdown is in line with previous credit-cycle-led downturns, and does not represent a more severe structural downturn.

25 September 2014

Chinese economy falters as real estate headwinds grow

Headline macro-economic data for August fell sharply, but a closer reading of the numbers suggests that worse may be to come, with the full impact of weak credit growth on the real estate sector yet to be felt. 

15 September 2014

Weakness persists into August

The evidence suggests that much of the weakness seen in July continued throughout August. Though there are some signs of life in the real estate sector, we continue to believe that, without substantial government action, a significant uptick in growth remains unlikely.

11 September 2014

Return of the bull market?

Investors and economists are debating whether recent strong growth on mainland stock markets represents the return of a bull market, or simply a long-awaited readjustment.

10 September 2014

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