Category: China Economy
The analysis published under this category are as follows.
Friday, May 11, 2012
China: Imports and Exports of Goods Post Disappointing Gains / Economics / China Economy
By: Asha_Bangalore
The trade surplus of China increased to $28.1 billion to $22.8 billion in April. However, the growth rate of exports and imports show a setback. Exports grew 4.9% from a year ago in April, down from an 8.9% pace in March. Exports of China rose nearly 21% in 2011 and moved up 14.3% in the fourth quarter of 2011 on a year-to-year basis.
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Thursday, May 10, 2012
Don’t Count China Economy Out / Economics / China Economy
By: Yiannis_G_Mostrous
Double-digit growth in the world’s second largest economy is officially over. China this month reported that gross domestic product (GDP) growth slowed to 8.1 percent a year in the first quarter of 2012, down from 8.9 percent in the previous quarter.Investors were disappointed, anticipating a milder drop to 8.4 percent. Much of the slowdown in China’s GDP stemmed from a drop in demand for its exports in key markets including the US and Europe.
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Tuesday, April 03, 2012
Three China Economic Trends to Watch for Global Investors / Economics / China Economy
By: Frank_Holmes
Bloomberg announced over the weekend that China’s manufacturing grew at the fastest pace in a year. We follow the government’s Purchasing Managers’ Index (PMI) closely, as we believe it is a better indicator of China’s domestic demand than the HSBC PMI. Whereas HSBC PMI surveys 400 small and mid-sized companies, which are typically export-oriented, the government’s PMI surveys 820 mostly large, state-owned enterprises across 20 industries. Read full article... Read full article...
Thursday, March 22, 2012
China Shops While American Investors Drop / Economics / China Economy
By: Neeraj_Chaudhary
Unquestionably there has been a significant change in investor sentiment since the crash of 2008. The 50% decline in stock prices in 2008-2009 combined with the financial sector bailouts, the "Flash Crash" of 2010, and the continued demonization of our leading financial institutions, has helped shatter the public's faith in Wall Street. With U.S. stock markets essentially flat over the past 13 years (despite occasional heart-stopping volatility), many investors may have decided that long term equity investments are just no longer worth the risk.
Wednesday, March 07, 2012
Why Chinese Economy Won't Collapse, Premier Wen Real Story / Economics / China Economy
By: Money_Morning
Keith Fitz-Gerald writes:
According to Premier Wen Jiabao on Monday, China is only going to grow at 7.5% this year.
But this isn't the bombshell most Western analysts think it is-even though the markets sold off on the day and may continue their temper tantrum later this week.
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Tuesday, March 06, 2012
China: Wen Indicates a 7.5% GDP Growth Forecast for 2012 / Economics / China Economy
By: Asha_Bangalore
One of the major risks to the global economic outlook for 2012 has been the likelihood of hard landing in China. Much of this matter has been laid to rest with China’s premier Wen’s economic predictions at the opening of the National People’s Congress. Wen noted that Beijing projects economic growth of 7.5% for 2012 vs. the 8.0% forecast of 2011.
Saturday, February 11, 2012
China, Economy, Inflation, Investing and on Buying U.S. Debt / Economics / China Economy
By: Bloomberg
Bloomberg TV's Trish Regan spoke to Stephen Roach, non-executive chairman of Morgan Stanley Asia, ahead of soon-to-be Chinese President Xi Jinping's visit to the U.S. next week.
Roach said that he hoped U.S. political leaders would turn the visit "into an opportunity and not into a politically inspired, perceived threat." He also said that he foresees a "soft landing" of China's economy and that market access should be the main political issue with China, not currency.
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Thursday, February 09, 2012
China's Economic Rebalancing Should Be Good for Gold Demand / Economics / China Economy
By: Ben_Traynor
The next stage of China's development could give gold buyers a boost...
THERE IS an old saying: "Nobody rings a bell at the top or bottom of a market."
Having said that, anyone reading about the stampede for gold during last month's Chinese New Year celebrations might have heard a faint ringing in their ears.
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Tuesday, January 31, 2012
Heart of China Economic Bull Beats Strong, Stock Market Buying Opportunity / Economics / China Economy
By: Frank_Holmes
My debate last week with Gordon Chang on China's future at the Vancouver Resource Investment Conference was a stimulating, intellectual exercise. A healthy market needs a compromise between the bid and ask, and a discussion between people who strongly disagree is a great way to promote critical thinking.
Tuesday, January 24, 2012
Chinese Whispers about China's Economy / Economics / China Economy
By: Submissions
Jan Skoyles writes: Back in the 1980s any activity in the Chinese economy would have failed to interest anyone in the Western world. Back then they were only a seventh of the size of the US and their economic policies would have barely registered.
Since the 1980s China has seen an impressive transition from an emerging to an almost fully emerged economy. In just one generation’s time the Chinese economy will grow to $123 trillion – three times more than the entire world output of the year 2000. Robert Fogel predicts that by 2040 the Chinese economy will dwarf that of the US by growing to 3 times its size.
Tuesday, January 24, 2012
It May Take a Chinese Dragon to Breathe Fire into Commodity Markets / Commodities / China Economy
By: Frank_Holmes
At the Cambridge House’s Vancouver Resource Investment Conference this week, I am part of a special debate on whether China will boom or bust with bestselling author Gordon G. Chang. The title of Chang’s book, The Coming Collapse of China, states his position quite clearly and I look forward to the intellectual challenge of convincing him otherwise.
Tuesday, January 17, 2012
China Economic Growth Far From Hard Landing / Economics / China Economy
By: Bloomberg
Jim O'Neill, chairman of Goldman Sachs Asset Management, spoke to Bloomberg Television's Erik Schatzker and Stephanie Ruhle about the Chinese economy and crisis in Europe.
O'Neill said that China's continued growth is "the most important thing in the world." On potential Greek default, he said that "China creates the equivalent of another new Greek economy every four months" and "Greece itself is not that important."
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Thursday, January 12, 2012
Tracking China’s Imports and Germany’s Exports / Economics / China Economy
By: Asha_Bangalore
Imports of China slowed to a 10.7% year-over-year growth in December 2011 (see Chart 1), the smallest increase since late-2009. Imports of China from Germany, the driver of economic growth in Europe, have posted a significant slowing, with the December increase amounting a paltry 4.2%, the smallest gain since October 2009. The broader implication of these trends is that not only is German business activity hit by a deceleration of imports of China but the intricate web of world trade has a wide reach and will translate into a setback in business conditions among other trading partners.
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Tuesday, January 10, 2012
The Making of China's Epic Economic Hard landing / Economics / China Economy
By: Dee_Woo
1. The unsavory episodes of China's economy
For the better part of the past year, my concern about Chinese economy was constantly aggravated by the depressing stories of entrepreneurs who committed suicide, fleeted the country or emigrate to the western world in droves. Most media have blamed the credit crunch and monetary tightening for all these unsavory episodes. The public outcry for the deteriorating conditions of Chinese entrepreneurship climaxed with the seemly positive step PBOC(the People's Bank of China) took on Dec 5 2011 to alleviate the liquidity crisis: cut the RRR (reserve requirement ratio) to 21 percent from a record high of 21.5 percent.
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Monday, January 09, 2012
China 2012: The Year of the Bull (Rogers) or the Bear (Chanos)? / Economics / China Economy
By: Janet_Tavakoli
When I think of a China bull and a China bear, I think of the legendary dueling Jims: Jim Rogers and Jim Chanos. In response to investors bearish on China, Jim Rogers famously said: “I find it interesting that people who couldn’t spell China 10 years ago are now experts.” Jim Chanos famously said that China’s real estate market is “Dubai times 1,000 — or worse.” He’s been saying that for over two years. Chanos points to a credit bubble, and says he’s early and sticking with his short positions. Rogers insists “China is not in a [credit] bubble,” rather it’s been in a price bubble in urban, coastal real estate, and to compare China to Dubai is a false analogy. Jim Rogers is bullish on China’s long term prospects: “China is going to have many serious problems along the way as it rises, but ‘Dubai 1000 times over’?!”
Wednesday, January 04, 2012
China Economy, Gold 2012 And Von Mises’ Crack-Up Boom / Economics / China Economy
By: Darryl_R_Schoon
The credit boom is built on the sands of banknotes and deposits. It must collapse… If the credit expansion is not stopped in time, the boom turns into the crack-up boom; the flight into real values begins, and the whole monetary system founders.
Ludwig von Mises, Human Action, 1949
I first attended the Canton Trade Fair in October 1976. All Chinese men and women were dressed in blue shirts and blue pants, bicycles were China’s main mode of transportation, Chairman Mao had just died and China’s mantra, “We will continue to support the policies of Chairman Mao Tse-Tung and criticize the policies of Deng Xiao-Ping”, was heard everywhere.
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Saturday, December 31, 2011
China's Economic Future Deconstructed: Holmes vs. Chang / Economics / China Economy
By: The_Gold_Report
China has become the $5.88 trillion question in the world financial equation for 2012. In an attempt to gauge the direction of this economic elephant, Cambridge House International is asking two China experts to debate the health of the second-largest economy at the Vancouver Resource Investment Conference January 22. We called the two speakers for a preview of the tactics they will take in this epic debate.
Monday, December 26, 2011
A Few Chinese Bad News Bears To Spoil A Happy New Year / Economics / China Economy
By: EconMatters
Goldman's Jim O'Neill noted in a recent interview that the world's future prosperity depends on China's growth. While we don't totally agree with that assessment as we see China as one of the many contributory factors towards world's future, there are some recent bad news bears coming out of China that could spell troubles for markets, at least in 2012.Read full article... Read full article...
Wednesday, December 21, 2011
China’s Stimulus Talk And Buying Silver On The Copper Dip / Economics / China Economy
By: Dr_Jeff_Lewis
All eyes are now on China as a source for consumer strength in the developed world. Customs data released on December 10 tells a concerning story - China's overseas shipments are growing, but at their slowest pace since 2009.
In November, China recorded 13.8% growth in overseas shipments from the year-ago period. However, Chinese trade balances are beginning to turn decidedly toward an imbalance. The balance numbers recorded a 35% plunge in China's trade surplus, enough to worry investors that European consumption is dropping dramatically in light of a debt crisis.
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Saturday, December 17, 2011
China Economy May Drag World Down / Economics / China Economy
By: Barry_Elias
My column of June 24, 2011 ("China Yield Inversion May Portend Economic Slowdown") opened with the following sentence:
“The yield on Chinese bonds are inverting at an accelerating rate. This does not portend well for the Chinese economy, and this may have negative implications globally.”
China’s contribution to global economic growth this year is nearly 40%.