Tag Archives: China

Straight Flush: The Taiwan Straight Beats The Straight Of Hormuz

As the stock market and the FOMO chasers remain unhinged from reality (3 standard deviations above mean valuations) about as much as the crowd we watched in horror invade the Capitol yesterday, it’s time to revert to a fundamental story … Continue reading

Posted in Uncategorized | Tagged , , , , | 1 Comment

The Taiwan Strait Getting Hot, Hot, Hot…2.0

China has released video of a simulated air strike on the U.S. territory of Guam after Under Secretary of State @KeithJKrach visited Taiwan. More @business: https://t.co/je6XM6CaBE pic.twitter.com/YntkbIIQRJ — Bloomberg QuickTake (@QuickTake) September 21, 2020 We originally posted the following in … Continue reading

Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized | Tagged , , , | 4 Comments

Why new diseases keep appearing in China – VOX

Posted in Coronavirus, Uncategorized | Tagged , | Leave a comment

China’s Industrial Output Plunges, GDP Headed For First Contraction On Record

China’s industrial output fell more than expected as the coronavirus shutdown factories, across the nation.  Industrial output fell13.5% in January and February from a year earlier, versus a median estimate for a 3% contraction. Retail sales fell 20.5% in the … Continue reading

Posted in China, Coronavirus, Uncategorized | Tagged , | Leave a comment

COTD: Coronavirus Risk To Manufacturing

The holiday is over, but few people are back in offices and factories…the effects of covid-19 will be like those of SARS in 2003: a sharp shock to Chinese growth, followed by a strong rebound. But SARS may not be a … Continue reading

Posted in China, Economics, Uncategorized | Tagged , , | Leave a comment

Coronavirus: It’s The Second Derivative, Stupid!

Double yikes.   Arrest this beast!  Please! On a business trip meeting with many firms with huge exposure to China.  Concern in their community definitely growing but still a bit clueless about the seriousness of the growing crisis.  I give … Continue reading

Posted in China, Uncategorized | Tagged , | 1 Comment

The Global Supply & Demand Shock Of The Coronavirus

Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame.  It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact … Continue reading

Posted in Black Swan Watch, China, Uncategorized | Tagged , , | 29 Comments

Coronavirus Spreading To Heart of China Manufacturing

BREAKING: Shantou, a city in Guangdong province with nearly 5.5 million people, will be put on total lockdown from midnight — BNO Newsroom (@BNODesk) January 26, 2020 Coronavirus scare starting to hit big manufacturing cities and is definitely going to … Continue reading

Posted in China, Uncategorized | Tagged , , | Leave a comment

U.S. Trade Deficit Shrinking And It’s All China

  JANUARY 7, 2020 — The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $43.1 billion in November, down $3.9 billion from $46.9 billion in October, revised November exports … Continue reading

Posted in Trade War, Uncategorized | Tagged , , | Leave a comment

COTD: China’s Social Credit Score System

COTD:  Chart of the Day Background: The Social Credit System (Chinese: 社会信用体系; pinyin: shèhuì xìnyòng tǐxì) is a national reputation system being developed by the Chinese government. The program initiated regional trials in 2009, before launching a national pilot with eight credit scoring firms in 2014. In 2018, these … Continue reading

Posted in China, Uncategorized | Tagged , | 1 Comment