Louis Kuijs

Recent Posts

We’ve cut our China growth forecast for Q4 to 3.6% y/y from 5%, and for 2022 to 5.4% from 5.8%. This is despite our expectation of a shift in...

The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree of trade integration with...

The sudden recent wave of regulatory tightening hitting China’s internet companies has shaken investor confidence. Markets were badly prepared;...

We recently concluded that, judging by China’s export performance in the last two years, there is little evidence so far that developed countries...

A string of new Covid-19 outbreaks is weighing on the APAC region’s economic recovery. Among Asia’s developed economies, the case load is low...

Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase above central bank targets....

Large price increases for commodities and China’s heavy industry output continue to worry businesses, markets, and policymakers. If these price...

A great uncertainty for the growth outlook is the extent to which households will spend the additional savings they’ve accumulated once normal...

As financial markets started pricing in stronger US economic growth and inflation because of Joe Biden’s stimulus plan, US bond yields have risen....

China’s capital in- and outflows have risen strongly since early 2020, following the easing of policy restrictions both ways. However, China’s...