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China Economy
Drivers of the Chinese stock rocket
David Llewellyn-Smith
10 years ago
Markets yawn as China cuts mortgage rates
The People’s Bank of China (PBOC) has cut mortgage rates again overnight from Dad’s Army: …the minimum deposit for individuals buying additional housing would be set at 40 per cent, according to a statement on its website.
David Llewellyn-Smith
10 years ago
1
Chinese developers build into bust
From the FT: Most listed mainland homebuilders recorded a steady rise in revenue last year, but sharp declines in profit for many are a symptom of aggressive price-cutting designed to shift stock and generate much-needed cash in the debt-laden sector.
David Llewellyn-Smith
10 years ago
2
This time it’s different for Chinese stocks!
From Bocom International Holdings Co.
David Llewellyn-Smith
10 years ago
1
On China and gold
Cross-posted from Investing in Chinese Stocks.
David Llewellyn-Smith
10 years ago
16
China’s miraculous stock market
From BNP Paribas via FTAlphaville: Against all odds, the best performing asset class on the planet over the last nine months or so has been Chinese equities.
David Llewellyn-Smith
10 years ago
China consumer confidence firms
FromWestpac: The Westpac MNI China Consumer Sentiment Indicator, hereafter the Westpac MNI China CSI, increased by 2.7ptsin March, printing 114.7 versus 112.0 in February, +2.4% over the month and –2.0% over the year.
David Llewellyn-Smith
10 years ago
1
China’s sub-prime borrowers persist
When comparing the deflating Chinese property bubble to that of the US a few years ago there is one very important difference to bear in mind.
David Llewellyn-Smith
10 years ago
1
China Flash PMI tanks
This won’t help iron ore (or maybe it will in this upside down world): Flash China Manufacturing PMI™ at 49.2 in March (50.7 in February).
David Llewellyn-Smith
10 years ago
7
What did China’s February property price fall mean?
Cross-posted from Investing in Chinese Stocks.
David Llewellyn-Smith
10 years ago
4
Li Keqiang index crashes
From Citi: The Li Keqiang Index points to a weaker start in the economy – Our augmented index hit a new low since the data history.
David Llewellyn-Smith
10 years ago
7
RBA bears-up on Chinese property
In its Bulletin yesterday, the RBA released a solid article on Chinese property: Property development, especially of residential property, represents a sizeable share of China’s economic activity and has made a considerable contribution to overall growth over recent history.
David Llewellyn-Smith
10 years ago
21
Forget Chinese stocks, buy stamps
Cross-posted from Investing in Chinese Stocks.
David Llewellyn-Smith
10 years ago
4
More on the Chinese property shakeout
Cross-posted from Investing in Chinese Stocks: Chinese new homes prices fell an average of 0.43% across the government’s 70 city survey last month. The drop is unchanged from January’s 0.43% drop, marking three straight months of consistent price declines (no acceleration or deceleration in the trend).
David Llewellyn-Smith
10 years ago
5
China property prices keep falling
China’s NBS has released February new home prices and the shakeout continues with prices down 5.7% year-on-year from 5.1% in January.
David Llewellyn-Smith
10 years ago
5
China hard landing fears build
From Investing in Chinese Stocks, land sales for Jan/Feb were down 30% year-on-year 前两月土地出让收入降3成 地方官直言财政紧张: By the real estate market adjustments on state-owned land use right transfer income 455.3 billion yuan, up by 257.9 billion yuan, down 36.2 percent.
David Llewellyn-Smith
10 years ago
10
China stimulus hopes renewed
Yesterday and overnight, China sensitive stocks took off again on hopes that China’s National Party Congress signaled a renewed push for growth.
David Llewellyn-Smith
10 years ago
5
China credit restored to glide slope
China’s credit data for February was out Friday and showed a decent bounce that effectively restored its deleveraging glide slope.
David Llewellyn-Smith
10 years ago
Chine real estate ships sink
Cross-posted from Investing in Chinese Stocks.
David Llewellyn-Smith
10 years ago
10
Australia’s China is in a hard landing
China released its Jan/Feb data last night (which is combined to overcome CNY distortions) and, boy, did it underwhelm.
David Llewellyn-Smith
10 years ago
12
China’s deleveraging scorecard
From Morgan Stanley’s China deleveraging scorecard: Total leverage to official GDP has risen to 247% at Sept 2014, still rising but at a slower pace than in the 2008- 2011 time frame.
David Llewellyn-Smith
10 years ago
China urbanisation slowing
Cross-posted from Investing in Chinese Stocks.
David Llewellyn-Smith
10 years ago
14
China’s deflation ugly
David Llewellyn-Smith
10 years ago
7
China exports launch, imports tank
China released its February trade data over the weekend and it showed a marked divergence in exports and imports.
David Llewellyn-Smith
10 years ago
4
“Mad” Adam does China
It’s a treat when he does Australia but when he travels it’s even more fun, from The Australian: Given Australia’s (apparent) dependence on China, it would make sense to think that that any growth downgrade to our largest trading partner is bad news…Except that it will.
David Llewellyn-Smith
10 years ago
10
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