Nearly 400 million people across 45 cities in China are under full or partial lockdown as part of C…

"We are confident to maintain our above-consensus 7.6% and 7.5% yoy growth forecasts for 3Q and 4Q …

Lu points out that these measures are "a small stimulus with both Keynesian measures to increase ag…

"As the survey was conducted in mid-July, we believe the decline was likely due to the prolonged pe…

Bank of America's Ting Lu offers a few other explanations. First, he believes that the "growth of h…

Now, China has approved its long-awaited income distribution plan (IDP). Here are some details from…

"The prevailing analysis in the market has focused on the annual change in the monthly data on indu…

Based on today's report, Bank of America's Ting Lu says in a note to clients that both imports and …

The central bank action was a "convenient, if not coincident, cushion for Evergrande's looming debt…

Lending to emerging markets could also face political backlash as China faces an economic slowdown …

Those precautions include: 14-day quarantine periods with "transparent whereabout tracking for ever…

Not so meaningful semantic change on the role of "market" The communique changes the role of "Mark…

"With some high profile arrests under its belt, we believe the focus of the new government can star…

"Export growth data was inflated by around 10pp in April last year based on our estimations," said …

Societe Generale's Wei Yao argues along similar lines when she points out that interest rate and ca…

(1) Let's not underestimate Chinese onshore investors' resilience; (2) Defaults of bonds and trust …

Ting writes that export and import growth have bottomed out, but is cautious about export growth in…

"Surely this flash PMI has quite big market impact and markets have already been hit today," said B…

Lu and Chow write: "We found that the upcoming iPhone 6's release could add about 1% per month to C…

First, most data points, especially the industrial earnings, have been pointing to an impressive re…