Q1 data from Global Trade Information Services provides further evidence of the slowdown underway in China. As the chart shows, the dramatic drop in net PVC imports suggests the new leadership are determined to burst the house price bubble they...
As promised, the blog today looks at the impact of former President Jiang Zemin's return to active politics during the recent leadership transition. Its monitoring of expert commentary inside and outside China suggests he has achieved 4 major changes: •...
It is not easy to discover what is really happening in China's government. There were no opinion polls before the new leaders were appointed, and certainly no public policy debates. But the blog's careful reading of Chinese and foreign media...
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