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China Economy
Chinese deflation is forever now
Nobody is allowed to tell the truth about China, but I will.
David Llewellyn-Smith
5 days ago
4
Yawn. No, Chinese property is not recovering
Ferrous madness continues as steel margins collapse.
David Llewellyn-Smith
6 days ago
China is running out of ways to support Australia
Over the last 25 years, China has undergone an absolute meteoric rise as an industrial and economic power, inadvertently dragging Australia along for the ride.
Tarric Brooker
6 days ago
4
Chinese property onwards and downwards
Everybody celebrate!
David Llewellyn-Smith
21 days ago
China could halt high tech Western manufacturing
Since U.S.
Tarric Brooker
22 days ago
5
Chinese depression turns less golden
Deutsche with a wrap of Chinese data: China’s economy activity slowed in July.
David Llewellyn-Smith
29 days ago
1
Chinese property crash is forever now
Bloomberg sees an endless Chinese property crash.
David Llewellyn-Smith
1 month ago
3
Chinese depression deepens
The Chinese economy remains mired in a depression.
David Llewellyn-Smith
2 months ago
3
China bomb stimulus upon us!
ANZ is excited. China: reflation kicks off China kicks off a reflation strategy, signalled by a mega hydropower project. The goal is to restore the inflation dynamics via supply-side tightening and creating new demand side. Producer price index (PPI) could turn positive soon due to rising commodity prices.
David Llewellyn-Smith
2 months ago
Why does China overproduce eveything?
Goldman with the note. …the Central Commission for Financial and Economic Affairs (CCFEA) meeting chaired by President Xi on July 1 called for building a “unified national market” to discourage local protectionism, as well as regulating disorderly price-cutting and excessive competition among producers.
David Llewellyn-Smith
2 months ago
China defends economic doom model
China is not signalling imminent breakout stimulus.
David Llewellyn-Smith
2 months ago
1
Chinese property stimulus fails Australia
As China’s property sector continues to deteriorate with each passing day, reports of renewed stimulus for the sector emerge every few months from the Chinese press or policymakers.
Tarric Brooker
2 months ago
1
The unstoppable Chinese property trainwreck
Nobody wants to talk about how bad it is because, you know, it’s China.
David Llewellyn-Smith
2 months ago
3
China’s golden depression plods on
Let’s call it what it is: a recession.
David Llewellyn-Smith
2 months ago
2
The Chinese economy is on life support
This economy is not growing at 5% in anybody’s mind except for the CCP’s and its menagerie of grovellers.
David Llewellyn-Smith
2 months ago
2
China’s economic Titanic about to go under
Since the issues facing China’s property sector exploded into mainstream view in 2021, it has been a rollercoaster ride of different perspectives and scenarios on how it will all play out.
Tarric Brooker
2 months ago
7
Chinese success will smash the Aussie economy
At the recent World Economic Forum’s (WEF) annual meeting at Tianjin, China, Chinese Premier Li Qiang pledged that China will become a “consumption powerhouse” capable of fuelling domestic and global growth.
Tarric Brooker
3 months ago
9
Chinese economy sinks a bit slower
Judging by the PMIs, the notion that China is growing at 5% is preposterous.
David Llewellyn-Smith
3 months ago
China throttles supplies of vital materials to U.S economy
Three weeks ago, the Chinese government and the Trump administration came to a very rough agreement on trade, tariffs, and the supply of vital materials each side respectively controlled.
Tarric Brooker
3 months ago
5
Chinese property surges downwards
It’s the bust that keeps on giving.
David Llewellyn-Smith
3 months ago
Chinese property bottom far, far away
ANZ has a good idea.
David Llewellyn-Smith
3 months ago
Chinese credit and economy slide
May Chinese credit was soft.
David Llewellyn-Smith
3 months ago
Chinese deflation intensifies
Chinese deflation marches on.
David Llewellyn-Smith
3 months ago
Chinese yawnulus same old, same old
Chinese property is still stuffed.
David Llewellyn-Smith
4 months ago
Chinese property is the bust without end
Property market softened in April: The latest batch of property market data show some weakening in both price and activity.
David Llewellyn-Smith
4 months ago
4
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