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China Economy
No recovery coming to China for two years
Cross-posted from Investing in Chinese stocks.
David Llewellyn-Smith
9 years ago
26
Is Shanghai back?
Shanghai is flat today but its rebound has come to an interesting inflection point: The downtrend is broken and we have the beginnings of rising channel which is approaching long term resistance.
David Llewellyn-Smith
9 years ago
9
If China fell over, but nobody was there to see it, did it happen?
Certainly not if you read the hapless Australian press.
David Llewellyn-Smith
9 years ago
41
China data dump Australia bad
China September data dump is out and is Australia bad. GDP was good at 6.9% (if you believe it) versus 6.8% consensus: But the month of September partials were bad and show no let up in the glide slope.
David Llewellyn-Smith
9 years ago
8
China real estate struggles on
Cross-posted from Investing in Chinese Stocks.
David Llewellyn-Smith
9 years ago
China new yuan loans keep falling
One the reasons for overnight excitement in stocks appears to have been upbeat Chinese bank lending data for September which beat expectation at 1005 trillion yuan versus 885 billion expected.
David Llewellyn-Smith
9 years ago
7
Are we all correlated to the Shanghai shocker?
David Llewellyn-Smith
9 years ago
4
China fear recedes in markets
From the monthly BofAML survey of instos via FTAlphaville: It looks rather like the Shanghai bust was having a really toxic affect on sentiment despite its marginal importance to Chinese growth.
David Llewellyn-Smith
9 years ago
4
China deflation at least doesn’t get worse
David Llewellyn-Smith
9 years ago
2
China trade data bad for ‘Straya
China has released its September trade data and it’s a mixed bag.
David Llewellyn-Smith
9 years ago
7
Is the Shanghai crash over?
Yesterday the Shanghai bourse piled on 3% to break out of its recent trading range.
David Llewellyn-Smith
9 years ago
3
China bull howls “racism” on ChAFTA debate
From card carrying China bull James Laurenceson via BS: Xenophobic, even racist: that’s the accusation being levelled at federal Labor in its handling of the China Free Trade Agreement.
David Llewellyn-Smith
9 years ago
35
China’s property Golden Week mixed
Cross-posted from Investing in Chinese Stocks.
David Llewellyn-Smith
9 years ago
4
Alcoa warns on China
David Llewellyn-Smith
9 years ago
1
One reason for short term China bullishness
From Deutsche via FTAlphaville: We believe the fiscal slide is now coming to its end, because the recovery of land sales seems to have firmed up and gathered momentum in recent months.
David Llewellyn-Smith
9 years ago
2
Shanghai to fall further declares guru
Shanghai is up 3.23% after reopening today but that disappointed the fruit loops driving the dead cat and shares have slowed.
David Llewellyn-Smith
9 years ago
6
Inside China’s property bust
By Leith van Onselen Find above an interesting video report aired on ABC’s The Business yesterday, taking a look inside China’s real estate bust, whereby years of over-building have left a huge glut of homes and commercial properties across many of China’s smaller cities.
Leith van Onselen
9 years ago
27
China capital flight slows
From Fairfax: China’s foreign-exchange reserves fell by a record last quarter as the central bank sold dollars to support the yuan after a surprise devaluation spurred bearish bets on the currency.
David Llewellyn-Smith
9 years ago
15
Yum Brands, yuck China
David Llewellyn-Smith
9 years ago
23
Just how buggered is Chinese steel and co?
Very.
David Llewellyn-Smith
9 years ago
4
More again on the next QE
From Deutsche: Our thesis over the last few years has basically been that the global financial system/economic fundamentals are so bad that its good for financial assets given it forces central banks into extraordinary stimulus and for them to continue to buy assets in never before seen volumes.
David Llewellyn-Smith
9 years ago
21
China home sales stall
Cross-posted from Investing in Chinese Stocks Centaline says home sales through September 27 were up a very slight 0.43% in its 54-city survey, while CREIS reports home prices increase 0.28% in its 100-city survey.
David Llewellyn-Smith
9 years ago
China official PMI stagnant
China has released its official PMI and it showed that things are not at least getting worse any faster, coming in at 49.8.
David Llewellyn-Smith
9 years ago
2
Q3 PBOC survey deteriorates
From Capital Economics: The People’s Bank today published its three quarterly surveys – of 20,000 urban households (depositors) with bank accounts, 5,000 businesses and 3,100 banks.
David Llewellyn-Smith
9 years ago
China consumer confidence firms
From Westpac: The Westpac MNI China Consumer Sentiment Indicator increased 1.7pts from 116.5 in August to 118.2 in September.
David Llewellyn-Smith
9 years ago
3
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