China Economics Weekly Another rare earths crunch China's rare earth exports have been falling ever since Presidents Trump and Xi met in May, despite US suggestions that China had committed to keep shipments flowing. There has been no public pushback... 11th September 2026 · 5 mins read
China Rapid Response China Consumer & Producer Prices (Aug. 2026) Inflation picked up again in August, largely reflecting renewed upward pressure from global oil prices. But the increase was concentrated in some energy-related sectors, while underlying domestic... 9th September 2026 · 2 mins read
China Economics Update China’s labour market is not as weak as it looks Headline employment data are giving an overly weak impression of China’s labour market. Our Labour Market Indicator points to still-firm cyclical conditions, while a structural shift in labour demand... 8th September 2026 · 4 mins read
China Rapid Response China Merchandise Trade (Aug. 2026) China’s trade growth remained robust in August, with both exports and imports continuing to grow at a rapid pace. Strong global demand for electronics remained an important support for exports. Import... 8th September 2026 · 3 mins read
China Economics Weekly US-China AI gap widens again The release of several new US models this week has pushed Chinese AI further away from the frontier. US AI labs appear to be eroding China's cost advantage too. But it is too soon to conclude that... 4th September 2026 · 6 mins read
China Economics Weekly PBOC leans against RMB gains, sanction risks limited The premium between the renminbi spot rate and the PBOC’s daily fix is now at its largest in over a decade, a sign that the central bank is becoming more resistant to further appreciation. The PBOC is... 28th August 2026 · 5 mins read
China Rapid Response China PMIs (Aug. 2026) The PMIs suggest growth partially reversed July’s sharp slowdown last month. Construction activity weakened amid continued typhoon disruptions, but manufacturing activity rebounded thanks to strong... 31st August 2026 (Updated 3rd September 2026) · 2 mins read
China Chart Pack China Chart Pack (Aug. 2026) Our China Activity Proxy suggests that growth slowed sharply in July, reflecting disruptions to construction and industry from typhoons as well as the ongoing drag from weak fiscal spending. But... 28th August 2026 · 1 min read
