A year ago, many were suggesting the lockdowns might produce a “baby boom” as couples sp...
ReadEvery now and then, people wake up to the fact that debt is only good news when it adds to growth. O...
ReadThe wisdom of Sir Robert Walpole, the UK’s first premier, seems the only possible response to ...
ReadThe blog got 54.8m results from Google when it entered the phrase “China GDP” this week...
ReadWe can all hope that China’s ‘collateral trade’ turns out not to be as big a probl...
ReadToday, the blog launches a major new Research Note in the ‘Your Compass on China’ series...
ReadChina’s property market is the epicentre of the global debt bubble discussed yesterday. It ...
ReadTo assume, as they say is “to make an ass out of u and me”. That was certainly the cas...
ReadThe above chart is the blog’s simple guide to forecasting China’s auto sales. We know ...
ReadStrange things are happening in China’s polyethylene (PE) market, as the chart shows: Imports...
Read