Related articles - China

China

  • Schroders Quickview: China cuts rates, but more is needed

    Schroders Quickview: China cuts rates, but more is needed

    In a move that should prove helpful at the margin, the People’s Bank of China at the weekend delivered another cut to the benchmark lending and deposit rates. We expect this aggressive easing trend to accelerate during the rest of 2015.

  • How will China's shift in economic focus affect European capital goods companies?

    How will China's shift in economic focus affect European capital goods companies?

    Postcard from…. China: Following a recent visit, we reflect on the implications for European capital goods firms of China’s shift away from investment-led development.

  • How will China's shift in economic focus affect European capital goods companies?

    How will China's shift in economic focus affect European capital goods companies?

    Postcard from…. China: Following a recent visit, we reflect on the implications for European capital goods firms of China’s shift away from investment-led development.

  • Is a bubble in Chinese stocks being inflated?

    Is a bubble in Chinese stocks being inflated?

    The sharp rally in Chinese share prices is not justified by the underlying fundamentals but it has considerable momentum and could continue for a while yet.

  • Schroders Economic & Strategy Viewpoint - April 2015

    Schroders Economic & Strategy Viewpoint - April 2015

    In this month's Viewpoint:
    - Themes for 2015: Update.
    - Eurozone: Springing into recovery.
    - Emerging markets: Corporates at risk.
    - Views at a glance.

  • Schroders Quickview: China stimulus rolled out as growth stalls

    Schroders Quickview: China stimulus rolled out as growth stalls

    A data-heavy week in China was capped at the weekend by a larger-than-expected 100 basis points cut to the reserve requirement ratio (RRR).

  • Schroders Quickview: Can Chinese growth stay on target?

    Schroders Quickview: Can Chinese growth stay on target?

    Although the latest Chinese GDP data was in line with expectations, we doubt whether stimulus efforts are enough to cause growth to accelerate.

  • Global Market Perspective - Q2 2015

    Global Market Perspective - Q2 2015

    Economic and asset allocation views covering Q2 2015.

  • Schroders Quickview: Hong Kong market momentum not based on fundamentals

    Schroders Quickview: Hong Kong market momentum not based on fundamentals

    The recent euphoric rally in Hong Kong shares has largely been driven by valuation gaps and positive regulatory support for mainland investors to invest in the Hong Kong market.

  • Schroders Quickview: The paradox of Chinese rate cuts

    Schroders Quickview: The paradox of Chinese rate cuts

    It is hard to see the latest rate cuts in China as especially positive for growth.