Canary in the Coalmine 2: Concerned Consumers

Canary in the Coalmine 2: Concerned Consumers

Our analysis of China’s housing market continues in the second instalment of Canaries in the Coalmine. Beijing’s recent policy response to this complex issue has profound implications for the future of the global economy. It will be top of the in-tray for next...
Canaries in the Coalmine 1: Nevergrande

Canaries in the Coalmine 1: Nevergrande

Welcome to Canaries in the Coalmine, a series of posts focused on the future of China and its relationship to the rest of the world. In recent years, the country’s economic surge has become an economic sputtering. Lower growth, an ageing population, increasing debt...
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