China chart pack

Friday, 22 March 2013

Find below NAB’s China Monthly update. It’s got some great charts in it and I agree with most of the reasoning as well. I must say that NAB are picking up their game on the macro analysis front. Gone is reflexive bullishness that was their hallmark and they are producing a series of useful and solidly argued reports. Keep up the good work, I say.

2013-03-china-monthly-update.pdf by Heidi Taylor

About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.