Is an end to deflation...
The latest economic data from China shows persistent deflation. Prices have now fallen for 10 consecutive quarters. Typically, declining prices…
05/11/25
China
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Thinking about tariffs and global...
Among the three biggest economies, the US, China and Europe, the US seems the most significant source of market volatility…
04/11/25
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Article
The great (earnings) divide
US earnings results for the third quarter have so far beaten high expectations, while European companies have undershot a far…
29/10/25
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Article
China’s growth slides again -...
China’s economy continued its downward trend in the third quarter with growth of just 4.8% after 5.2% in the second…
23/10/25
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Article
Anxious relief over the state...
The following article was originally published on the BNP Paribas Group economic research webpage. Read the original version here. Anxious…
23/10/25
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Corporate governance reforms take a...
We see corporate governance in China entering a new era. China’s corporate governance reform, led by the State Council, stands…
22/10/25