Tag Archives: China

Economist Cover: War Over These?

Posted on September 20, 2012 by macromon

The new cover story of the Economist.  Gulp! Low probability, high impact event and very unlikely but keep it on your radar. …Amid heated rhetoric on both sides, one Chinese newspaper has helpfully suggested skipping the pointless diplomacy and moving … Continue reading →

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Flash China Manufacturing PMI at 47.8, 2-month high

Posted on September 19, 2012 by macromon

Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “China’s manufacturing growth is still slowing, but the pace of slowdown is stabilising. Manufacturing activities remain lacklustre, thanks … Continue reading →

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Debt of Honor in the East & South China Seas

Posted on September 19, 2012 by macromon

We can’t  help but think the Chinese are reading Tom Clancy’s 1994 thriller, Debt of Honor, as we watch their latest tiff with Japan unfold.  Recall China suspended its exports of rare earths to Japan in September 2010 over a similar … Continue reading →

Posted in Black Swan Watch, China, Geopolitical, Japan | Tagged , , | 3 Comments

Stratfor: Xi Jinping and China’s Politics

Posted on September 12, 2012 by macromon

(click here if video is not observable)

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Slowing global economy turns the heat up in China

Posted on September 10, 2012 by macromon

(click here if video is not observable)

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China’s Bad Debt Problem

Posted on September 2, 2012 by macromon

Reuters out today with a must read piece on China’s deteriorating commercial bank loans to the country’s steel sector, which now has a total debt burden of $400 billion, about the size of South Africa’s economy. Could this be one … Continue reading →

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Sweet & Sour Channel Stuffing and the Shanghai Swan Dive

Posted on August 27, 2012 by macromon

The news out China seems to be getting worse. Last week the NY Times reported about China’s huge inventory build of unsold goods, GUANGZHOU, China — After three decades of torrid growth, China is encountering an unfamiliar problem with its … Continue reading →

Posted in Black Swan Watch, China, ECB | Tagged , , , | 5 Comments

Stratfor: Asia’s Balance of Power

Posted on August 24, 2012 by macromon

(click here if video is not observable)

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China Flash Manufacturing PMI at 47.8, 9-month low

Posted on August 22, 2012 by macromon

From today’s Markit release, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “Falling orders dragged down the August flash PMI to a nine-month low, suggesting Chinese … Continue reading →

Posted in China | Tagged , | 4 Comments

Stratfor – Tensions Flare in China-Japan Islands Dispute

Posted on August 21, 2012 by macromon

Wash, rinse, repeat! Remember the rare earth retaliation and panic in 2010?  These tensions and the local anxiety over a more assertive China is the best thing that has happened for U.S. diplomatic relations in Asia in a long time. … Continue reading →

Posted in China | Tagged , , , | 2 Comments