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OPINION

China to choose between debt growth or development

News, Christopher Balding, Published on 18/12/2018

» China's top leaders meet this week in Beijing to set economic policy objectives for the coming year. The central question is whether they will do what they want or what the country needs.

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OPINION

China needs to resolve its underlying data discrepancy

News, Christopher Balding, Published on 24/09/2018

» China's economic data, never easy to track in the best of times, has become almost indecipherable in 2018. While the headline numbers on GDP growth, retail sales and debt tell reassuring stories that (unsurprisingly) match government objectives, the underlying statistics paint a very different picture. What does this tell us about the state of the economy?

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OPINION

Tax cuts feed China's consumption

News, Christopher Balding, Published on 22/06/2018

» It's tempting to view China's changes to the personal and corporate tax code in the context of US trade tensions. The reforms are really aimed more at Beijing's concerns about competitiveness and economic rebalancing, and ultimately the creation of a "moderately prosperous society".