Is the end of deflation in China near? Probably yes. What could this mean for markets?
China's consumer prices fell 0,8% year-on-year in January 2024, marking the fourth consecutive month of declines, the longest streak of declines since October 2009. The data turned out to be worse than market forecasts [...]
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7 February 2024
Biflation – i.e. inflation and deflation at the same time. Who loses from this?
Inflation often arouses emotions among both experts and ordinary citizens. Especially the latter part of society often raises the argument that "my inflation is higher than the official one." Contrary to appearances, such [...]
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January 12 2024
Deflation in China will deepen until January. Spring may see a thaw in overpriced Chinese shares
In the last months of 2023 and early 2024, China's economy has been struggling with deflation and will continue to struggle with it, which is quite an extraordinary phenomenon in a global context where most countries are struggling [...]
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August 30 2023
The slowdown in China is causing concern around the world
China's economy was expected to drive one-third of global economic growth this year, so its dramatic slowdown in recent months is causing alarm around the world. Policymakers are bracing themselves for a blow to the [...]