• Related Research

  • Quick Take: June/Q2 Data Releases July 16, 2013

    Pacific Epoch reacts to the latest data releases for Q2 and June, which both showed continued evidence of weakness in the Chinese economy. We expect this weakness to sustain through…

  • Banker Survey: June 2013 July 03, 2013

    Our monthly survey of 100 loan officers found that the recent interbank tightening has started to spill over into the real economy, with evidence of loan quota reductions at numerous…

  • Real Estate Alert: June 2013 June 28, 2013

    Our monthly Real Estate Alert finds that while the liquidity tightening presents risk factors looking forward, we remain cautiously optimistic on the sector moving into H2

  • Q3 2013 Policy Outlook June 26, 2013

    Pacific Epoch examined recent policy movements, government announcements and feedback from contacts to assess likely policy movements for the coming quarter. We believe the central…

  • Quick Take: SHIBOR Spike Signals De Facto Tightening June 25, 2013

    Pacific Epoch offers its reaction to the events unfolding around the dramatic spike in the overnight SHIBOR, which hit 13.4% on June 20.

  • Quick Take: State Council Announcement on Financial Reform and Rebalancing June 20, 2013

    Pacific Epoch analysts offer our immediate response to Li Keqiang's announcement at the State Council on the evening of Jun 19, which was interesting not just for its content,…

  • Real Estate Alert: May 2013 May 29, 2013

    Real estate sales growth was negative in May as developers put projects on hold to assess the impact of policy cooling measures being introduced across the country, but demand,…

  • On the Ground: Guangzhou Trade Fair – Part 2 May 15, 2013

    In Part Two of our GZ Trade Fair OTG we gauge conditions in the export sector by speaking with textile and apparel manufacturers, examining the strategic dilemma they are facing…

  • On the Ground: Guangzhou Trade Fair – Part 1 May 08, 2013

    Pacific Epoch analysts visited the biannual Guangzhou Trade Fair to assess exporter sentiment. This first of two reports details the current situation facing exporters and expectations…

  • Banker Survey: April 2013 May 03, 2013

    Our monthly survey of 100 loan officers finds that new RMB loans will likely moderately decline in April, but this is due to quota tightening, rather than lack of underlying demand.