China index reveals economy of two halves

October 12, 2015

Breakingviews’ refreshed Tea Leaf Index shows the world’s second-largest economy running at different speeds. A shift towards tech, services and consumer goods should make for more sustainable growth. But traditional drivers like heavy industry and construction remain weak.

Japan index: Time to prime the third arrow

October 9, 2015

Prime Minister Shinzo Abe’s latest cabinet reshuffle has put his “Abenomics” back in the spotlight. Our index shows why he needs to give reform a fresh push. The summer ended with sluggish spending, flat prices and falling wages.

China index: Weaker growth on weaker foundations

July 2, 2013

China’s economy remains gloomier than this time last year as lower export growth and rail freight volumes make a grim follow-up to poor PMI readings. Sales of property, luxury liquor and posh cars prevent a steeper fall, but these are not the bright spots China needs or wants.

Japan index: markets put speed bump in Abe’s path

July 9, 2013

For the first time in six months, Japanese Prime Minister Shinzo Abe’s economic experiment stumbled in May amidst skittish stock and bond markets. But the drop in the Breakingviews Abenomics Index to 93.8, from 94.4 in April, may be temporary as deflation continues to ease.