China: Transitioning from Growth to Stability
Industrial production tapered off,up just 6.5% y/y in Apr 17, down from 7.6% in March. The moderation was broad-based across many industries....
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China Auto Sales Sank in April
China auto sales April data came out lower than industry’s expectation, despite frequent promotions by the OEMs. Without major policy support for...
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The Market Sentimentalist: Celebrate With Caution
SummaryMacron’s win in the first round of the French presidential election was the baseline scenario for most investors. Despite the lack of a...
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China: Steady Growth Borrowed from the Future
Economic growth for 1Q17 showed a steadying economy, as various economic indicators pointed to a broadly positive outlook. Exports and the housing...
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Xi Plays His Trump to Perfection
With a RMB7.01tn (US$1.02tn) increase in total social financing (TSF) in 1Q 2017, China's real GDP accelerated to 6.9% YoY growth and industrial...
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