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• Inside China – Credit trends reasserted

  by Jeremy Stevens Mon Mar 11 07:53:38 SAST 2019

  Total social financing (TSF) managed a mere CNY700bn increase in February – the lowest monthly increase since July 2016. In isolation, this February data point reveals very little new information. …

  – Premier's policy steer is about striking the right balance

  by Jeremy Stevens Wed Mar 06 08:23:49 SAST 2019

  China’s Premier Li Keqiang opened the 19th National People’s Congress (NPC) by delivering an annual government work report, which is essentially a state of the nation address to the country’s …

  Inside China – De-risking is far from over

  by Jeremy Stevens Thu Feb 28 09:42:16 SAST 2019

  These past six months, China’s policymakers have been expected to throw in the towel by abandoning de-risking the financial system and rather embarking on blanket stimulus to place a floor …

  Inside China – China-Africa trade expanded by 20% in 2018

  by Jeremy Stevens Wed Jan 16 08:17:33 SAST 2019

  Last year, China-Africa trade posted the fastest rate of growth since 2011, expanding by 20%, from USD170bn in 2017 to USD205bn in 2018. We expect bilateral trade to expand around …