China Economy

All analysis articles tagged with "China Economy"

Showing 1-8 of 8 articles

Map of global supply chains with China highlighted, showing intertwined trade routes and policy impacts on market prices.

China's Supply Chain: PMI Slips, Policy Shapes Global Markets

Despite softer demand indicated by a slipping PMI, China's tight policy and strategic stockpiling continue to influence global trade, capital flows, and commodity prices, underscoring policy's...

Nicole Scott2 days ago5 min read

Chinese Yuan banknotes next to a graph showing bond yields, symbolizing China's influence on global fixed income markets

China's Bond Market: A Global Shock Absorber Amidst Volatility

Despite low yields, China's government bond market is emerging as a crucial global duration shock absorber, offering low correlation in volatile regimes.

Lucia Martinez3 days ago4 min read

Map of global supply chains with China highlighted, representing economic policy impact

China's Supply Chain: PMI Slips, Policy Shapes Global Markets

Despite soft demand signalled by a slipping PMI, China's firm policy and strategic input management are reshaping global trade, capital flows, and commodity markets. This analysis delves into the...

Marco Rossi3 days ago4 min read

Map of global supply chains with focus on China, overlaid with economic indicators

China's Supply Chain Reshuffle: PMI, Policy, and Global Repercussions

China's economic landscape is characterized by soft demand and firm policy, leading to a complex interplay between trade, capital, and commodities that shapes global supply chains and asset prices.

Amanda Jackson5 days ago5 min read

Emerging Markets carry trade and China PMI macro analysis

EM Pulse: Carry Needs a Cleaner Tape as China PMI Slips

Emerging Markets face a complex policy mix as China's PMI falls to 49.3 and the PBOC manages liquidity amid shifting USD dynamics.

Andrew Garcia11 days ago4 min read

China 10-Year Government Bond Yield Chart Analysis

China CGB Analysis: 1.808% Yield Reflects Growth Mission

China's 10Y CGB yield at 1.808% signals persistent policy support as markets weigh the efficacy of credit transmission against global yield volatility.

François Bernard11 days ago3 min read

Golden bars and industrial charts representing Chinese liquidity and mineral markets

China Market Analysis: PBOC Liquidity and Strategic Mineral Shifts

Analyzing the convergence of PBOC's 800bn yuan repo operation and the launch of the US Strategic Critical Minerals Reserve on global trade and commodities.

Katarina Novak12 days ago4 min read

China industrial upgrading and manufacturing focus 2026

China's Two-Speed Reality: Strategic Growth vs Legacy Drag

Investors must pivot from binary 'on/off' China trades to a nuanced approach separating strategic manufacturing from legacy property sector stagnation.

Emily Anderson15 days ago3 min read

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