Category Archives: China

Word of the Day: “Baofahu”

Posted on January 4, 2017 by macromon

“a Chinese term for people who have experienced an “explosion” of wealth but lack financial and cultural sophistication. Shanxi is a hotbed for such investors, many of whom got rich during the coal boom. “They just look at the yield,” … Continue reading →

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China’s Caixin service PMI rises to 17-month high

Posted on January 4, 2017 by macromon

The Caixin China Services PMI rose to 53.4 in December of 2016 from 53.1 in November while market expected 53.3. It was the fastest growth since July 2015, as new orders rose the most in 17 months and business expectations … Continue reading →

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QOTD: Easy To Be Bearish On China

Posted on January 4, 2017 by macromon

…it is easy to be “too pessimistic” about the Chinese economy. “Looking at macro stuff in China does that to people.  Things are much more optimistic at a micro level.”.   –  Jeffrey Towson, Peking Universtity  via FT (QOTD = Quote … Continue reading →

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Nattie Fresh!

Posted on December 9, 2016 by macromon

Take a look at the chart below, which shows a series of CO2 emissions versus Natural Gas’ Share of Electric Power Consumption.    The increase demand for the “clean fossil fuel” versus  burning dirty coal to fire electric plants has … Continue reading →

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Who is most exposed to China slowdown? – FT

Posted on September 23, 2015 by macromon

The countries most exposed to China’s slowing economy are not necessarily those you’d expect. Nikolaos Panigirtzoglou, global market strategist with JPMorgan Investment Bank, talks to the FT’s capital markets editor Dan McCrum about the banking, investment and trade links that … Continue reading →

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China’s capital flight explained – FT

Posted on September 12, 2015 by macromon

James Kynge, FT emerging markets editor, explains in 90 seconds how record capital outflows from China and tightening controls by Beijing are affecting companies and individuals. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video … Continue reading →

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China’s black Monday — fallout and Fed – FT

Posted on August 28, 2015 by macromon

What heralded Chinese stock collapse and return to data watch Perhaps China’s black Monday should not have been such a shock. As calm returns to markets, the FT’s Elaine Moore and Roger Blitz discuss what led up to the collapse … Continue reading →

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Are market bears just cuddly pandas – FT

Posted on August 27, 2015 by macromon

James Mackintosh on rally after China dip The retreat in equities may have been triggered by China but markets moved so rapidly because investors were overly complacent. James Mackintosh, investment editor, questions the forces pushing for a deeper drop and … Continue reading →

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Two signals from China – FT

Posted on August 13, 2015 by macromon

After a wild day of trading on world markets, John Authers suggests that the yuan’s appreciation late in the day may have sent a more important signal than its earlier devaluation. ► Authers’ Note: http://bit.ly/1Liu16x (click here if video is … Continue reading →

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China market intervention fails to impress – FT

Posted on July 17, 2015 by macromon

China’s share market rallied on Friday, buoyed by the news of massive support to the tune of $210bn from the country’s banks. Michael Mackenzie, markets editor, says China may face a rather long wait until becoming a heavy hitter in … Continue reading →

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