Research Briefing
Private credit risks are rising, but limited spillovers and lower leverage reduce the threat to broader financial stability.
Credit Growth
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Research Briefing
We see the recent increase in term premia as explainable by the ongoing retreat of price insensitive foreign buyers, structurally...
Research Briefing
We have said activity data would slow sequentially from Q1. Four months into the reopening, China's economic recovery can best...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
