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Macro

China’s slowdown worsens

GDP growth moderated in 3Q14, while our close analysis of the macroeconomic data for September suggests that the slowdown may have become more severe during the final month of the quarter.

21 October 2014

PBoC announces new mortgage rules

Analysts and industry participants assess the likely impact of the recent loosening of mortgage rules.

09 October 2014

Chinese travellers shun domestic attractions

Commentators assess the reasons behind a slowdown in domestic tourism revenue during the National Day holiday.

09 October 2014

China’s pollution puzzle

While there is little sign that pollution control measures are being eased, output at smaller steel mills, which previously ranked among China’s most heavily polluting enterprises, is rising again. 

09 October 2014

Signs point to a not-so-golden October

Despite several recent policy moves, we have yet to see signs of the broader credit easing needed to fuel faster Chinese economic growth.

08 October 2014

Special Report: shadow finance risks begin to ebb

Our latest in-depth analysis of China’s shadow finance sector suggests that while overall scale continues to increase, the systemic risks posed, particularly to the banking sector, may be beginning to decline.

08 October 2014

Chinese exporters report increase in over-invoicing

China Confidential’s latest proprietary monthly surveys of 200 export manufacturers, trading companies and shipping agents suggest that over-invoicing of exports is becoming more common again. 

02 October 2014

Service sector supports labour demand in September

Labour demand growth moderated in September but remained robust, driven by strong service-sector demand. Our latest survey of 285 construction, manufacturing and service-sector companies also showed an increase in overtime and blue-collar wage growth, while companies were able to fill a larger proportion of vacancies than in previous months.

02 October 2014

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
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