Featured Notes
China Sees Sudden Spike in Capital Outflow

China’s capital account saw a large deficit due to an unprecedented decline of FDI and an increase of ODI.

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Chartbook: Q3 Surprises with Resilience

In this chartbook, we walk you through how China's economy beat market expectations in Q3, largely due to careful policy easing from Beijing.

Recent Highlights
What's Next for China Rates?

Beijing will issue an extra RMB 1trn in central government bonds this year to boost localities’ spending; a pivot to fiscal policy appears to be underway.

The Responsive Expansion of Chinese ODI

Mainland China’s outbound direct investment recorded a decline in 2022, but 2023 is on pace to be a major year.

Examining China's Surprising Thirst for Oil

China’s oil demand has turned out much stronger than expected and may end up accounting for 75% of global growth in 2023.


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