China: challenges to policy response to slowing economy
Near term risks higher than expected The long-term drivers of transformation are well in place in China - its investment in human capital is paying...
252 Views
CHINA MACRO: Growth downside risks growing - More aggressive easing needed
The latest round of economic data, and the cyclical indicators we monitor have confirmed to us our view that downside risks to growth are still...
260 Views
'Infrastructure wars'
Japan is offering USD110bn for Asia’s infrastructure needs, competing with China-backed AIIB and NDB in providing such funds. Asia gains from the...
231 Views
Growing cyclical risks in China
Broad-based slowdown: Flash Manufacturing PMI showed output contracting and new orders falling. Investment growth was the lowest in 15 years...
242 Views
Asian Monetary Policy Outlook
Asian monetary policy outlook: results of our Taylor Rule-based model China is behind the curve and needs to ease more aggressively. The...
237 Views