# PPI
Latest news and articles about PPI
Total: 12 articles found
China’s Fiscal Balancing Act: Revenue Gains Mask a Shift Toward Social Welfare
China's broad fiscal revenue grew by 0.4% in the first four months of 2024, marking its first move into positive territory this year. The growth was driven by the removal of tax incentives and a recovery in industrial prices, even as the government pivots its spending from infrastructure toward social welfare.
China’s Fiscal Divergence: Tax Revenues Rise as Property Drags on the Treasury
China's tax revenue grew 3.9% in the first four months of the year, driven by a recovery in industrial prices and active capital markets. However, a 27.2% collapse in land sale revenues highlights the persistent drag of the property crisis on local government finances, forcing a shift toward social welfare spending.
China’s Inflation Indicators Signal Industrial Thaw Amid Persistent Cost Pressures
China's CPI and PPI both showed signs of recovery in April, driven by global energy prices and domestic demand for tech infrastructure. While industrial deflationary pressures are easing, high input costs and weak food prices continue to complicate the broader economic outlook.
Beyond the Silicon Fever: China’s Industrial Engines Stir as PPI Turns Positive
China's PPI has turned positive for the first time in 3.5 years, marking a potential end to a long deflationary cycle in the industrial sector. As the AI rally shifts from speculation to earnings-driven growth, midstream and downstream sectors are showing signs of bottoming out, offering new opportunities for investors beyond the technology space.
China’s Inflation Rebound: April Data Points to a Fragile Recovery Driven by Energy and Travel
China's CPI rose 1.2% in April 2026, driven by energy costs and holiday travel, while the PPI jumped 2.8% on the back of high-tech demand. Despite the recovery, persistent food price deflation, particularly in pork, continues to act as a drag on the broader consumer economy.
Beyond the Bank Loan: China’s Financial Evolution Signals a Structural Pivot
China's Q1 2026 financial data indicates a structural shift away from traditional bank loans toward bond and equity financing, alongside a significant recovery in industrial pricing and narrow money liquidity. While the decoupling of credit growth from GDP suggests a more mature financial system, the PBOC remains cautious about imported inflationary pressures from global geopolitical instability.
China’s Industrial Pulse Quickens as Three-Year Factory Deflation Ends
China's PPI turned positive in March 2026, ending a 41-month deflationary period, while CPI remained stable at 1.0%. The industrial recovery is being driven by a mix of international commodity pressures and a domestic surge in high-tech and green energy manufacturing.
China’s Factory Prices End 41-Month Slump, Signalling a Structural Shift in Industrial Momentum
China’s Producer Price Index turned positive in March 2026 after 41 months of decline, signaling an end to a long deflationary cycle in the industrial sector. While consumer inflation moderated to 1.0% due to seasonal post-holiday effects, the surge in PPI highlights a recovery driven by global commodities and domestic high-tech sectors like AI and green energy.
China’s Consumer Prices Spike After Lunar New Year as Producer Inflation Continues to Recover
February’s data show China’s consumer prices rose sharply month‑on‑month after the Lunar New Year while producer‑price declines continued to narrow. The bounce is concentrated in services and selective industrial sectors, reflecting a seasonal consumption burst and policy‑driven improvements in supply and demand conditions.
China’s Consumer Prices Tick Up as Factory Deflation Eases — But Underlying Dynamics Remain Mixed
January data show China’s headline CPI barely rose, held down by a strong base from last year’s Lunar New Year and falling food and energy prices. Core inflation and monthly PPI gains point to improving domestic demand and selective industrial recovery, but producer‑price weakness persists, leaving policymakers balancing support for growth with price stability.
China’s 2026 Outlook: Yao Yang Sees Stable U.S.-China Ties but Warns Housing Will Decide the Recovery
Economist Yao Yang predicts a period of relative stability in U.S.‑China relations in 2026, arguing that strategic retrenchment in Washington will reduce bilateral volatility. He warns, however, that China’s domestic recovery depends on housing prices and local government spending, and urges large, explicit central fiscal support to revive demand.
China Says Low CPI Is Structural and Phased as Core Inflation Tickes Up — Policy Push Aims to Reflate Demand
China’s National Bureau of Statistics reported 2025 GDP growth of 5.0% and a flat headline CPI, while core inflation edged up to 0.7%. Officials said the low CPI reflects both international price movements and structural features of China’s economy, and they expect targeted fiscal and consumption measures to support a gradual rebound in domestic prices.