May 09, 2016 07:14 am UTC| Commentary
China published its April trade data that came in below expectations and surprised on the downside on the imports data. Chinas imports dropped 10.9% y/y in USD terms, in spite of stabilization in commodity prices. In...
China’s capital outflows may have eased but unprecedented outbound M&A volumes warrant caution
May 05, 2016 14:28 pm UTC| Commentary Economy
Chinas capital outflows may have eased. Foreign exchange reserves rose USD 10.3bn to USD 3.21trn in Mar16. This was the first increase in five months. Meantime, mainland banks net foreign exchange sales moderate to USD...
Fitch: China slowdown a top global ratings risk
May 04, 2016 14:25 pm UTC| Commentary
In their latest Q1 Radar report published this Wednesday, Fitch ratings agency noted that slowdown in China poses the largest risk to the agencys global credit ratings portfolio. Fitch Ratings interactive Risk Radar...
China’s commodity frenzy defies regulatory curb and higher fees
Apr 29, 2016 13:00 pm UTC| Commentary
Last week all three exchanges, Shanghai futures exchange, Zhengzhou commodity exchange and Dalian commodity exchange all hiked commodity futures fees in order to prevent excessive speculations in Chinas commodity markets,...
Recovery in China's construction sector will change EM market dynamics
Apr 21, 2016 15:37 pm UTC| Commentary Real Estate
Chinese housing data for March showed a further increase in home sales. A reduction in the requirement for a down payment when buying a house is underpinning sales, which is expected to stay strong in 2016. Stronger home...
Fitch: Risks Emerge from Chinese Insurers' Offshore Investments
Apr 18, 2016 01:02 am UTC| Research & Analysis
Rapid growth in overseas investment by Chinese insurers could lead to rising risks in a number of areas, including asset-liability duration and currency mismatches, asset concentration risks and execution risks from MA,...
Higher mortgage lending boosts China Money Supply in March
Apr 15, 2016 13:55 pm UTC| Commentary Real Estate
March new RMB lending came in above market expectations at RMB1370bn. Stronger household loans amid robust property sales is seen as the main driver. Details showed that lending to household increased by RMB639bn in March,...
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