Category Archives: China

China in Bull Market

Posted on August 9, 2014 by macromon

Barron’s is reporting the seven year bear market in China is over as stocks have rallied 20 percent off their March lows. Francis Cheung, China strategist for CLSA in Hong Kong, notes that other factors are channeling money toward China. … Continue reading →

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Muddy Waters expects China correction – FT

Posted on July 7, 2014 by macromon

FT Alphaville writer David Keohane talks to US short seller and founder of Muddy Waters Research, Carson Block, about his view that China will see a sharp downward trend in GDP as a result of its debt overhang, despite attempts … Continue reading →

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China’s monetary policy – FT

Posted on June 11, 2014 by macromon

Easy monetary policy would support growth, but many of the problems in the Chinese economy are the result of too much credit. The FT’s Jamil Anderlini looks at what the People’s Bank of China is doing to keep the economy … Continue reading →

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China’s factory rebound – ReutersTV

Posted on May 22, 2014 by macromon

May 22 – The latest HSBC/Markit flash PMI handily beat forecasts, falling just shy of the break-even 50 mark. But any celebration may be premature, says Reuters’ Jon Gordon.  – Reuters TV (click here if video is not observable)

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China accepts creative destruction – FT

Posted on May 21, 2014 by macromon

Can China’s meteoric growth continue? Most expect not, but is that necessarily bad? Henny Sender, FT chief international finance correspondent, explains to John Authers that slowing growth could be positive for China, if not for importers. For more video content … Continue reading →

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China’s young migrant workers – FT

Posted on April 14, 2014 by macromon

Migrant workers make up nearly a fifth of the Chinese population and, with average wages of about $14 a day, they are at the upper end of middle class incomes in emerging markets. For more video content from the Financial … Continue reading →

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Chart/Tweet of the Day: GDP as % World GDP

Posted on March 27, 2014 by macromon

Hat tip Ian Bremmer, (click here if chart is not observable)  

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Who’s Exposed to China?

Posted on March 13, 2014 by macromon

Good piece over at the FT’s beyondbrics blog on which emerging markets are exposed to China.   The table below looks at non-farm commodity exports (NFC) and share of exports to China as a percent of GDP.  The higher the score … Continue reading →

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China targets leaner, cleaner growth – euronews

Posted on March 5, 2014 by macromon

(click here if video is not observable)

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China: towering credit – FT

Posted on February 27, 2014 by macromon

China is reining in capital investments as the authorities show their determination to slow credit growth. Rafael Halpin, a China Confidential analyst, explains to John Authers the scale and the implications of China’s slowdown.   –  FT (click here if video … Continue reading →

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