China

Highlight

Economics

05JUN 2019

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

2019

APRIL

17APR 2019

Economics

China defies the gloom

Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.

16APR 2019

Economics

Why policy reform is the key to China's demographic challenge

Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth

02APR 2019

Economics

The wall of money heading to Chinese bonds

We explain the significance of the inclusion of Chinese RMB denominated bonds in global indices

MARCH

05MAR 2019

Economics

China cuts growth target, but no signs of mega stimulus

Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress

FEBRUARY

18FEB 2019

Economics

Infographic: A view of the world economy in February 2019

In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.

12FEB 2019

Economics

Why China’s recent slowdown may be more pronounced than investors realise

Schroders’ China Activity Indicator has slowed sharply.

JANUARY

21JAN 2019

Economics

No immediate relief in sight for China’s slowing economy

Snapshot: Economic growth in China slowed to 6.4% in Q4 2018, and there is potential for further weakness in Q1.