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Chart Room: Why fixed-asset investment is on the move in China
Investment remains a major driver of China’s economy, but priorities are shifting from property to manufacturing.
China’s property market sparks to life with signs of recovery
Homebuyers are finally back in action in China. We see a rebound in sales activity in mega cities, although consumer confidence remains fickle.
How far can ‘revenge spending’ consumers carry China’s economic rebound?
Chinese consumers’ holiday shopping provided evidence of pent-up demand. With more policy support, consumers will set their sights on bigger ticket items.
A new golden age for China’s investment sector
China’s investment and wealth management industry is embracing a golden age. The onshore markets will remain an attractive long-term investment destination.
Are private savings the answer for China’s ageing masses?
China's new ‘third pillar’ private pension scheme could reshape both ordinary people’s retirement plans and the country's asset management industry.
Chart Room: China takes own path in a tightening world
China is bucking the trend towards higher interest rates, and the resulting yield divergence has huge implications for bond investors and currency markets.
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