China achieves soft landing, now for the recovery

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Chinese economic data was weaker than expected; the Chinese economy grew at an 8.1 per cent annual rate in the March quarter (consensus 8.4 per cent) down from 8.9 per

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Chinese slowdown opens door to stimulus

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Chinese growth has slowed, but not stalled, and inflation has also eased. In short, Chinese authorities have successfully engineered a “soft landing” for their economy. There is now greater scope

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Lunar holiday distorts inflation landscape

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Chinese New Year boosts Inflation. China’s annual inflation rate rose from 4.1 per cent to 4.5 per cent in January – above expectations. Over the month inflation rose by 1.5

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2012 outlook for China in the ‘year of the dragon’

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The China investment team at Fidelity Worldwide Investment is optimistic about Chinese equities in the new Chinese year. While the Chinese economy is expected to slow to around 8% in

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Slower Chinese imports points to stimulus

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China’s trade surplus expanded from $14.5 billion to $16.5 billion in December, well above forecasts centred on an $8.78 billion surplus. Imports slower than expected: Exports rose 13.4 per cent

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Oliver’s Insights: What next for China?

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After Europe and the US have effectively played a tag team in causing consternation for investors over the last six months, it seems China may be joining in as well. 

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Russell: China & India equity market valuations now offer attractive entry point

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The global slump in equity markets, which continues to cheapen regional stocks, has provided investors with an attractive case to buy equities in two of the region’s most contentious markets,

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Asia & emerging countries vulnerability to European debt crisis

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The European debt crisis is still far from resolved and while we see growth in the US avoiding a return to recession, the risk is significant. With fears Europe and

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Is China headed for a hard landing?

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On a recent trip to China, I arrived with a cautious attitude only to leave with a renewed sense of comfort in the country’s long-term growth story. I also gained

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China: Inflaton dragon tamed?

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The latest inflation data out of China has certainly been encouraging. Inflation has topped out and is now tracking lower. And more importantly inflation has the potential to moderate even

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