Category Archives: China

China’s Slowing Economic Boat

Posted on August 16, 2012 by macromon

(click here if video is not observable)

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Air China: Hardly Landed or Landed Hard?

Posted on August 9, 2012 by macromon

Take a look at Amrbose Evans-Pritchard’s  latest piece on the Chinese economy.  He quotes Charles Dumas of Lombard Street Research, “The hard landing has happened,” said Charles Dumas from Lombard Street Research. “We don’t believe official data. We think GDP … Continue reading →

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China: The SIC BRIC

Posted on August 6, 2012 by macromon

Great Ted talk titled,  Behind the Great Firewall of China.  China has 500 million internet users so it’s worth a listen. Michael Anti (aka Jing Zhao) has been blogging from China for 12 years. Despite the control the central government has … Continue reading →

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HSBC China Flash PMI At 49.5, 5-month High

Posted on July 23, 2012 by macromon

Markit reported the HSBC China Flash PMI increased to a 5-month from 48.2 in June to 49.5 in July.  Manufacturing is still contracting but the reading shows the Chinese economy may be bottoming.   Here’s  Hongbin Qu, Chief Economist, China … Continue reading →

Posted in China, PMIs, Uncategorized | Tagged , , | 2 Comments

China Inflation at 29-month Low

Posted on July 8, 2012 by macromon

Bloomberg reports, China’s consumer-price inflation eased to a 29-month low in June, giving Premier Wen Jiabao more room to relax economic policies after the second interest-rate cut in a month. The consumer price index rose 2.2 percent from a year … Continue reading →

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Stratfor: China’s Massive Port Expansion

Posted on June 30, 2012 by macromon

(click here if video is not observable)

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HSBC Flash China PMI At 7-Month Low

Posted on June 21, 2012 by macromon

Here’s the first piece of today’s data dump from Markit that hammered the markets and Mr. Risk. Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “China’s … Continue reading →

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Charlie Rose: James Fallows on China’s Economy

Posted on June 19, 2012 by macromon

Interesting interview with the Atlantic correspondent, James Fallows, on China’s economic future.  He views China in the framework of his new book,  China Airborne, and talks about how the country is trying to transform itself by supporting certain industries.    An … Continue reading →

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OECD leading indicators point to diverging economic activity

Posted on June 11, 2012 by macromon

The OECD reported today, Composite leading indicators (CLIs), designed to anticipate turning points in economic activity relative to trend continue to point to divergence between economies. The CLIs for Japan, the United States and Russia continue to signal improvements in … Continue reading →

Posted in Black Swan Watch, BRICs, China | Tagged , , , , , | 2 Comments