• Related Research

  • 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.

  • Real Estate Alert: April 2013 May 02, 2013

    Our monthly real estate alert finds that sales corrected downwards after March's surge, but underlying demand remains strong.

  • Financial Reform: The Acceleration of Financial Innovation April 24, 2013

    The first in our Financial Reform series examines emerging financial innovations, along with the reasons for their emergence and their impact on the economy.

  • Quick Take: Food Concerns Spur Price Increases April 18, 2013

    Given severe external shocks to food markets over recent weeks, with scares over pork and ongoing concerns on H7N9 Avian Flu, Pacific Epoch set out to gauge the impact on consumer…

  • Banker Survey: March 2013 April 02, 2013

    Our monthly survey of loan officers found a significant uptick in demand from SMEs will drive up new RMB loans in March - and may be a sign of pickup in the private economy.

  • Real Estate Update: March 2013 March 28, 2013

    Our monthly real estate alert finds signs of overheating, with sales growth strong, and we are increasingly expecting targeted policy tightening to be gradually introduced over…

  • Q2 2013 Policy Outlook March 21, 2013

    Our Q2 policy outlook outlines the key government measures expected over the coming quarter. Q2 will not see any dramatic change in macroeconomic policy, though a number of administrative…