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• China’s commodity imports soar in H1

  Date: 22 July 2009
  Author: Helen Henton, Judy Zhu
  Region: China
  Categories: Commodities
  

  ...Improving demand and stockpiling (official, commercial and speculative) drove import demand in H1 • Copper & soybeans: Seasonal weakness to curb gains in Q3...

• China – Shocking increases in April imports

  Date: 25 May 2009
  Author: Judy Zhu
  Region: China
  

  Aluminium imports in April alone were triple the level for full-year 2008 Refined...

• China – Trade surplus widens on weaker imports

  Date: 10 August 2010
  Author: Jinny Yan, Judy Zhu, Priya Balchandani
  Region: China
  Categories: Economics
  

  Both export and import growth soften in July, in line with the rest of Asia trade...

• Copper – Strong February imports by China

  Date: 16 March 2009
  Author: Judy Zhu
  Region: China, Global Overview
  Categories: Commodities
  

  China’s imports of copper and copper products surge 45% y/y in February Driven...

• The Export-Import Bank of India – Fairly priced

  Date: 27 January 2010
  Author: Shankar Narayanaswamy
  Region: India
  Categories: Fixed Income
  

  The Export-Import Bank of India priced a USD 300mn 5Y bond on 26 January...

• Asia – Rebalancing slowly with the US

  Date: 12 June 2009
  Author: Tai Hui
  Region: Global Overview
  Categories: Economics
  

  ...fall Cuts in domestic spending, especially on capital goods, are also reducing imports A spike in energy prices could push up Asian imports, accelerating the...

• China – The rise and fall and rise and fall of commodities appetite

  Date: 13 October 2009
  Author: Stephen Green
  Region: China
  Categories: Commodities, Economics
  

  ...Higher commodity volumes, not a bigger commodity bill, characterised H1-2009 • Commodity imports will continue to slow into Q4, but we expect a resurgence in...

• China – The end of the ‘V’

  Date: 11 August 2009
  Author: Judy Zhu, Li Wei, Stephen Green
  Region: China
  Categories: Economics
  

  ...is expected in the next few months Some weakness in some commodity imports appearing

• Asia – Riding on China’s recovery

  Date: 5 August 2009
  Author: Stephen Green, Tai Hui
  Region: South East Asia, China, India, North East Asia
  Categories: Economics
  

  ...We dissect China’s Q2 import data to examine which economies are benefiting the most from China’s...

• China – Exporting inflation again?

  Date: 6 May 2010
  Author: Li Wei, Stephen Green
  Region: China
  Categories: Economics
  

  ...shield China’s exports from much of the upstream price pressure • US imports from China, at only 2.4% of GDP, are unlikely to directly...