China Economy: Latest News and Analysis

Reuters
China's crude oil imports may grow 1% in 2025, CNPC says
China's crude oil imports will likely rise only 1% this year, and the country's reliance on oil imports is projected to remain at around 70% between 2026 and 2030, according to an outlook released by ...
Reuters
China stocks, yuan cautiously firm after Trump delays tariffs
Chinese stocks and the yuan tentatively rose on Tuesday, with investors relieved that U.S. President Donald Trump did not announce hefty trade tariffs at his inauguration but unwilling to bet this ...
Reuters
Nigeria to rebase GDP and inflation data by month-end, stats office says
Nigeria plans to rebase its gross domestic product (GDP) and inflation data by the end of the month to capture changes in certain sectors of the economy and reflect current growth and consumption ...
Reuters
China's crude oil imports from top supplier Russia reach new high in 2024
China's crude oil imports from top supplier Russia were up 1% in 2024 to a record high versus 2023, while purchases from Saudi Arabia dropped 9%, data showed on Monday, as refiners chased discounted ...
Reuters
China's surplus crude oil surged last year, giving options for 2025
China's surplus crude oil eased slightly in December, but the excess surged in 2024 to more than 1 million barrels per day (bpd) as refiners gobbled up cheaper Russian cargoes.
Reuters
China's surplus crude oil surged last year, giving options for 2025: Russell
China's surplus crude oil eased slightly in December, but the excess surged in 2024 to more than 1 million barrels per day (bpd) as refiners gobbled up cheaper Russian cargoes.
Economist
China meets its official growth target. Not everyone is convinced
For one thing, 2024 saw the second-weakest rise in nominal GDP since the 1970s
Reuters
India's economy set for rebound but food inflation needs monitoring, cenbank says
India's economic growth is poised to rebound as domestic demand regains strength, but "stickiness" in food inflation warrants careful monitoring, the central bank said in its monthly bulletin released ...
Reuters
China response key to crude oil after new sanctions on Russia: Russell
"This time it's different" is a well-worn cliché that seems to be getting another whirl with the latest U.S. sanctions against Russia's crude oil exports.
Global Macro Playbook
China's Bond Market Screams Deflation as Yields Plunge
China's bond market is sending a stark warning about the country's economic prospects, with yields plummeting and signaling deflationary risks, according to a Financial Times report.The 10-year government bond yield has stabilized somewhat recently but is still down roughly 42 basis points since the beginning
Global Macro Playbook
Investors Brace for Gradual Yuan Weakening in 2025 Amidst Trump Tariff Threat
Investors are bracing for a gradual depreciation of the Chinese yuan against the US dollar in 2025, according to a report by Nikkei Asia. This comes as the People's Bank of China (PBOC) faces pressure to defend the currency, driven by rapidly falling domestic interest rates and the
Global Macro Playbook
China's Exports Surge as Trade Tensions Rise
China's exports surged in December, Reuters reports, ending the year on a strong note even as trade tensions with the United States escalate. This comes as President-elect Donald Trump prepares to take office, threatening to impose tariffs on Chinese goods and potentially reigniting a trade war.Outbound shipments
Reuters
HSBC forecasts Vietnam 2025 GDP growth at 6.5%, inflation at 3.0%
Vietnam's gross domestic product is forecast to grow 6.5% this year, compared with 7.09% last year, with inflation expected to ease to 3.0% in 2025 from 3.6% in 2024, HSBC said on Monday.
Reuters
Structural shifts or price moves? China's bifurcated commodity imports: Russell
China's imports of major commodities in 2024 presented a mixed bag, with record volumes of iron ore, coal and natural gas, but weakness in crude oil.
scmp.com
Storm brewing in China’s solar-panel sector threatens to spiral out of control
Within days of a nascent Opec-style agreement by Chinese solar photovoltaic (PV) manufacturers to end a bruising price war and curb oversupply, the pact was on the brink of unravelling. At the annual ...
Global Macro Playbook
China's Central Bank Halts Bond Purchases Amid Currency Concerns
China's central bank has halted its purchases of treasury bonds, triggering a rise in yields and fueling speculation that the move is intended to defend the weakening yuan, Reuters reports.The People's Bank of China (PBOC) attributed the suspension to a shortage of bonds in the
scmp.com
Record low yields prompt suspension of government bond purchases by China’s central bank
China’s central bank has stepped up efforts to cool the bond market by temporarily suspending its open market purchases of government bonds, following recent warnings and heavy fines targeting ...
Global Macro Playbook
Country Garden Proposes $11.6 Billion Debt Reduction Deal
Country Garden, once China's largest property developer, has proposed a deal to its offshore creditors that would slash its debt by $11.6 billion, Reuters reports. This move aims to secure more time from the Hong Kong high court to implement a restructuring plan.The deal, reached with
Reuters
China's consumer prices stall in 2024 on feeble demand - Reuters
China's consumer prices stall in 2024 on feeble demand  Reuters
CNBC
Asia markets fall as Fed inflation worries temper rate cut expectations, China CPI slows - CNBC
Asia markets fall as Fed inflation worries temper rate cut expectations, China CPI slows  CNBC
Bloomberg
China Consumer Prices Weaken Further, Adding to Deflation Worries - Bloomberg
China Consumer Prices Weaken Further, Adding to Deflation Worries  Bloomberg
Global Macro Playbook
China's Inflation Nears Zero Despite Stimulus Efforts
China's consumer inflation weakened further in December, ending the year near zero and extending a four-month deceleration, Bloomberg reports. This setback dampens the impact of government stimulus aimed at combating deflation and boosting demand.The consumer price index (CPI) rose just 0.1% year-on-year, matching the median forecast
CNBC
China's consumer inflation slows further in December, stoking deflation worries - CNBC
China's consumer inflation slows further in December, stoking deflation worries  CNBC
Reuters.com
China's tumbling bond yields intensify 'Japanification' risks - Reuters.com
China's tumbling bond yields intensify 'Japanification' risks  Reuters.com
Reuters
China's tumbling bond yields intensify 'Japanification' risks - Reuters
China's tumbling bond yields intensify 'Japanification' risks  Reuters
Reuters
China expects increase in New Year travel numbers, despite economic doldrums - Reuters
China expects increase in New Year travel numbers, despite economic doldrums  Reuters
South China Morning Post
China’s logistics sector stands and delivers with busiest year ever in 2024 - South China Morning Post
China’s logistics sector stands and delivers with busiest year ever in 2024  South China Morning Post
Financial Times
China’s currency hits 16-month low on Trump tariff fears - Financial Times
China’s currency hits 16-month low on Trump tariff fears  Financial Times
Reuters
China's economic stimulus measures since September - Reuters
China's economic stimulus measures since September  Reuters
Reuters
China expands consumer trade-in scheme to revive economic growth - Reuters
China expands consumer trade-in scheme to revive economic growth  Reuters