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

Look At All The Reforms China Has Passed Since The Party Congress

[credit provider=”AP Photo/Alexander F. Yuan” url=”http://beta.apimages.com/metadata/Index/China-Astronomy-IAU/95ba28ef06e840bcb0569315423079d8/239/0″] After China’s leadership handover in November, media outlets everywhere said that those expecting big reforms out of China would be disappointed. The argument was that Jiang Zemin and his conservative ‘princeling’ faction won the battle in the make-up of the Politburo Standing Committee and […]
Look At All The Reforms China Has Passed Since The Party Congress
Markets

Why Markets Should Get Over The ‘Hype’ About The Chinese Stimulus

[credit provider=”Feng Li/Getty Images” url=”http://www.gettyimages.com/detail/news-photo/man-rides-a-bicycle-past-the-national-flag-made-up-of-100-news-photo/77009864″] When China approved massive infrastructure projects over a two day period, a move celebrated by markets, we pointed out some big red flags.Now Societe Generale’s Wei Yao is out with a new note in which she questions the ‘hype’ over the stimulus projects as well.
Why Markets Should Get Over The ‘Hype’ About The Chinese Stimulus
Markets

Why China’s Manufacturing Report Was ‘Plainly Awful’

[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″] After climbing to a five-month high in July, China’s HSBC Flash PMI fell to 47.5 in August. And a look at the sub-indices didn’t offer any rays of hope either.A look at this report prompted Societe Generale’s Wei Yao to write, “This flash report is […]
Why China’s Manufacturing Report Was ‘Plainly Awful’
Markets

China Is Experiencing A Profitless Growth

A lot has been written about the Chinese slowdown and whether the economy is bottoming out. An important part of the story is that China’s corporate sector has taken a huge hit because of the slowdown.
China Is Experiencing A Profitless Growth