Markets

One Detail From Today’s Trade Data Could Disappoint Those Expecting A Chinese Hard Landing

[credit provider=”Guang Niu/Getty Images” url=”http://www.gettyimages.com/detail/news-photo/residents-watch-a-competitior-in-the-extreme-sports-games-news-photo/53184037″] For some, a Chinese hard landing isn’t off the table. But one detail from December’s trade report could disappoint those expecting it. Societe Generale’s Wei Yao, who was named the second most accurate forecaster on the Chinese economy by Bloomberg, has previously explained that imports are […]
One Detail From Today’s Trade Data Could Disappoint Those Expecting A Chinese Hard Landing
Markets

Sock City’s Decline Reveals An unravelling In China’s Economy

[credit provider=”Elvisinchina’s iPhone at www.flickr.com” url=”http://www.flickr.com/photos/elvisiphone/7648216622/”] The foolish man built his house upon sand; the wise man built his house on a rock. The ambitious entrepreneurs of Datang chose a sturdy nylon and wool foundation. “People always need socks,” points out Xu Leile, whose company clothes the feet of the […]
Sock City’s Decline Reveals An unravelling In China’s Economy
Markets

Here’s Why This Time May Be Different In China

[credit provider=”Guang Niu/Getty Images” url=”http://www.gettyimages.com/detail/news-photo/chinese-labourers-work-at-a-factory-producing-the-beijing-news-photo/75927863″] The last time China’s vast manufacturing sector had conditions like those in August it was March 2009 and the economy was about to rebound from the global financial crisis.This time around analysts are not so certain a clear recovery for the major global growth engine […]
Here’s Why This Time May Be Different In China
Markets

Why China’s New Slowdown Could Be Worse Than 2008

Earlier this week, I was interviewed by the Council on Foreign Relations (CFR) for their website, about the current state of the Chinese economy.  You can read what I had to say below, or check out the original post by clicking here.
Why China’s New Slowdown Could Be Worse Than 2008
Markets

Despite Slower Growth In China, A Hard Landing Is Still Unlikely

[credit provider=”China Photos/Getty Images” url=”http://www.gettyimages.com/detail/news-photo/visitors-walk-past-a-wall-printed-with-the-image-of-former-news-photo/84028272″] China’s economy is unlikely to experience a “hard landing,” according to remarks made by a speaker at a recent US-China Business Council (USCBC) event in Shanghai.In recent months, companies have expressed concerns about the outlook for China’s economy amid a continued slump in the United […]
Despite Slower Growth In China, A Hard Landing Is Still Unlikely
Markets

Declining Chinese Tax Revenue Confirms The Slowdown Everybody Fears

Recently, lots of doubts have been raised about the accuracy of official economic measures released by China’s government. I don’t doubt that the quality of much of the data is questionable. We regularly update our China chart book and try to assess the big picture as best we can using […]
Declining Chinese Tax Revenue Confirms The Slowdown Everybody Fears
Markets

Bosses Are Fleeing Overleveraged Businesses In The Yangtze River Delta—Again

[credit provider=”Victoria Shelton via flickr” url=”http://www.flickr.com/photos/northtothefuture/4675931925/”] A worrying new wave of business owners running away is emerging, as their overstretched and over-leveraged companies run into financial troubles. Last year, we noted a wave of companies’ business owners running away as the economy slows.  Many of these companies were forced to […]
Bosses Are Fleeing Overleveraged Businesses In The Yangtze River Delta—Again
Markets

China Faces A Housing Dilemma That Could Increase Risk Of A Hard Landing

[credit provider=”Flickr/ !/_PeacePlusOne” url=”http://www.flickr.com/photos/dragonpreneur/3973712850/”] The latest official statistics whichsuggested that home prices in China seemed to have bottomed out (in the near term at least), we thought that this puts the government in a dilemma.  The central government obviously does not want to see home prices rising again, but they […]
China Faces A Housing Dilemma That Could Increase Risk Of A Hard Landing
Markets

Private Sector Is Not The Saviour Of The Chinese Economy

[credit provider=”commons.wikimedia.org” url=”http://commons.wikimedia.org/wiki/File%3AHKContainerterminal.jpg”] Recently, we have been hearing a lot of stories on the Chinese government’s hope to encourage private investment, particularly into industries that were previously restricted or monopolised by state-owned enterprises. For instance: China encourages further private energy investment
Private Sector Is Not The Saviour Of The Chinese Economy
Markets

China’s Biggest Companies Warn Of Profit Plunges Up To 80%

[credit provider=”AP Photo”] BEIJING (AP) — Some of China’s biggest companies, from tech giants to airlines and retailers, are warning of unexpectedly sharp drops in profit of up to 80 per cent, adding to pressure on Beijing to reverse a painful economic slump.On Wednesday, Air China Ltd., one of three […]
China’s Biggest Companies Warn Of Profit Plunges Up To 80%
Markets

Here’s All You Need To Know About China’s Fragile $2.2 Trillion Shadow Banking System

[credit provider=”myjedilightsaber on flickr” url=”http://www.flickr.com/photos/myjedilightsaber/4839595126/”] It is clear that the Chinese economy is slowing, and some think the risks of a hard landing are rising substantially.If economic growth in China continues to slow, rising and sudden defaults on loans made in the country’s shadow banking system could threaten to bring down China’s traditional […]
Here’s All You Need To Know About China’s Fragile $2.2 Trillion Shadow Banking System
Markets

No Clear Signs Of Bottoming Yet For China’s Economy

[credit provider=”Victoria Reay on www.flickr.com” url=”http://www.flickr.com/photos/vkreay/139176691/”] Although the GDP figures from China were not yet disastrous, given the very little faith the market has on the accuracy of Chinese data, quite a few people including ourselves suspect growth was actually lower. That suspicion was raised especially when electricity output growth […]
No Clear Signs Of Bottoming Yet For China’s Economy