China's economic indicators

Yin Zhe, chief strategist at ABN Amro TEDA Fund Management, said he was primarily concerned with credit data such as money supply and loan growth. China's economy is now heavily dependent on a continued loose monetary policy so any clear contraction in money supply could administer shocks to the real economy. The government may loosen credit conditions again in Q4 as recent tightening has dampened sentiment somewhat. Third quarter company performance data will also be important - strong Q3 profit data will be a good indicator of a robust overall picture.

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Other Articles on this Issue

• The Big Call

  China in need of a re-rating

• Consumer China

  Star performers

• Funds Data

  Investors regain some confidence in Taiwan

• In Depth

  Six value multipliers changing China

• Guest Column

  Green opportunity

• The Best of Chinese Commentators

  Protectionism paranoia?

• Editor's View

  The big picture

• View issue