China Country Risk Articles

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China's Post Hard-Landing Landscape

BMI View: China's economic imbalances have grown consistently over the past decade, to a point where we now believe they have reached a peak. The coming years should see rebalancing take place, with...

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Why Is The Savings Rate So High?

BMI View: China's one-child policy has raised the active population ratio dramatically, while also raising the aged-dependency ratio. These unique demographic factors have combined with the top-down...

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PMI: The Devil Is In The Detail

China's purchasing manufacturers' indices (PMIs) continue to paint a dour picture of the country's manufacturing sector. The official figure fell slightly in July to 50.1 from 50.2, while the HSBC...

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