Tag Archives: China

China’s Economic Glide Path

Posted on December 27, 2012 by macromon

The Economist out with an interesting piece on China’s economic growth. China faces a more sober economy in 2013 TO ITS many critics, the momentum of China’s economy is sustained by nothing but an outpouring of investment in plant, infrastructure … Continue reading →

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Stratfor: Political Change in Asia

Posted on December 22, 2012 by macromon

Good background on the changes coming as the result of Japan and South Korea’s elections.   Good stuff. Stratfor’s Vice President of East Asia Analysis Rodger Baker discusses this week’s elections in Japan and South Korea and the effects on the … Continue reading →

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U.S. Equities Playing Catch Up

Posted on December 17, 2012 by macromon

As stock markets have been breaking out all over the world, U.S. equities have lagged over fiscal cliff fears.  We think the U.S. catches up as the ROW (rest of the world)  takes a little breather. Clearly the two big … Continue reading →

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Stratfor: Robert D. Kaplan on the Rise of Asia

Posted on December 16, 2012 by macromon

Given today’s landslide election in Japan, which returned Shinzo Abe back to power, we leave you with some great analysis by Stratfor’s Robert Kaplan. I think we have been too long taking Asia’s stability for granted…I can see signs of … Continue reading →

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China Flash PMI at 50.9, 14-month High

Posted on December 13, 2012 by macromon

Markit just reported, (click here if charts are not observable)

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Quote of the Day: Trade Reversals

Posted on December 12, 2012 by macromon

Shipping lines used to sail one full container to Asia fromEurope for every three loaded with China-made goods that came back. Those “massive” imbalances are easing now as Europe consumes less and China more, according to BIMCO shipping analyst Peter Sand. … Continue reading →

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China’s Skyscraper Curse

Posted on December 12, 2012 by macromon

We Dubai Chinese stocks because they’re down so much.   This gives us pause, however. (click here if video not observable)

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Chinese Electricity Production

Posted on December 10, 2012 by macromon

Nice graphic.   A little more orange, a little less black.  This reflects an economy not booming, not tanking, but accelerating out of a sharp slowdown.   We have not idea at what growth rate, however. BTW,  orange and black — the … Continue reading →

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China’s Foreign Direct Investment

Posted on December 10, 2012 by macromon

Excellent ginormous infographic from Firmex on China’s investment trends. Amid the global economic slowdown, 2012 has shaped up to be a healthy year for Chinese investment abroad. According to a recent PwC report, China’s outbound deal values tripled in the … Continue reading →

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The Great Firewall of China

Posted on December 5, 2012 by macromon

The Chinese regime is famous for its “Great Fire Wall”—a comprehensive Internet censorship system that blocks websites authorities don’t want the public to see. But what about when the website’s hugely popular, like Twitter, and the people wanting to use … Continue reading →

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