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Asia

China is showing, at best, some signs of stabilization

China’s outlook has the full attention of world markets. Last night saw the release of important economic data, including manufacturing PMI which came in higher than expectations at 51.3 in January versus 51.4 in December.

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China: Are these trends sustainable?

We’ve seen some favorable headlines from China recently, including better-than-expected industrial activity. But the ‘green shoots’ we see in the Chinese economy are not likely to persist and I expect softness to resume in June or July

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View from Asia

The fires fuelling the region’s stock markets are not doused by the rains and will continue smouldering

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Time to revisit Chinese stocks?

It is now a year since we quit the Chinese stock market. The hyper-activity of policy makers has deterred us from returning but recent data flows suggest it is time to take another look.

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