China: Policy Direction Will Take an Assertive Turn

China: Debt Crackdown Gets Deadly Serious

China: Policy Missteps Highly Possible with Concentration of Power

China: Financial Reform Spotlight Shifts to Debt Levels

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

Solid foundations for Xi to enact reformsEconomy continues in fine fettle<ul>
<li>
Fixed asset investment growth accelerated to 7.9% y/y in Jan-Feb 18 from 7.2% in Dec 17. Investment by state-owned enterprises rose 9.2% while private investment was up 8.1%.</li>
<li>
Retail sales growth rose 9.7% y/y in Jan-Feb 18 from 9.4% in Dec 17. Notably, online retail sales surged 37.3% y/y, up from 32.2% in Dec 17</li>
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Industrial production expanded 7.2% y/y in Jan-Feb 18 from 6.2% in December, the fastest growth since June last…</li>
</ul>

Solid foundations for Xi to enact reformsEconomy continues in fine fettle

Fixed asset investment growth accelerated to 7.9% y/y in Jan-Feb 18 from 7.2% in Dec 17. Investment by state-owned enterprises rose 9.2% while private investment was up 8.1%.

Retail sales growth rose 9.7% y/y in Jan-Feb 18 from 9.4% in Dec 17. Notably, online retail sales surged 37.3% y/y, up from 32.2% in Dec 17

Industrial production expanded 7.2% y/y in Jan-Feb 18 from 6.2% in December, the fastest growth since June last…


Four Great Trends in Chinese Policy