Category: China Economy
The analysis published under this category are as follows.
Wednesday, July 13, 2011
China Economic Marvel Continues / Economics / China Economy
By: Jenson
China declared the second quarter performance. The summary data points are presented in charts. The impression continues to be that China has maintained its high growth and there are no indications of a crash landing.
Monday, July 11, 2011
Will China Economy Boom Turn into Doom? / Economics / China Economy
By: Jenson
As china chugs along non stop, it may just be that time of the year where we wait and introspect on the great juggernaut. Does the data point to any chinks in the armor? Do we see the economy crash landing with all the hikes priced in? Some of these questions will be answered as we bring some charts on the Chinese economy. Some charts have June 2011 as a data point while others only map till May 2011. As the data is released, we will update all charts to June 2011.Read full article... Read full article...
Friday, July 08, 2011
The China Debt $1.5 trillion, Is there a problem? / Interest-Rates / China Economy
By: James_Loong
It is a mystery. US analysts and rating agencies are increasingly worried about Chinese debt problem. But try and hunt as much as we do, we cant find a rationale for this.
Tuesday, July 05, 2011
The Chinese Black Swan / Economics / China Economy
By: Vitaliy_Katsenelson
Party rulers in China are trapped in a position that chess players deeply fear — zugzwang — where any move made puts you at disadvantage. In China, the potential cost of both action and inaction is economic collapse.
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Sunday, June 26, 2011
Chinese Economy Sputtering, Where Did the Trade Surplus Go? / Economics / China Economy
By: Washingtons_Blog
It was tempting to believe that China was different. With its command and control economy with some of the trappings of free market capitalism, trillions in reserves, and abundant natural resources, many thought that China would "decouple" from the Western world's problems and sail into a prosperous future. However, despite its long history, exotic names and seemingly strong position, China cannot avoid the rules of economics which have applied to all countries throughout history.
Thursday, June 23, 2011
Dr. Copper and the Chinese Housing Market Bubble / Housing-Market / China Economy
By: Submissions
The mighty Dr. Copper; the only metal has a suffix attached to his name, for his accuracy predating equity prices for years. In the past 30 months or so, copper had a fantastic performance, almost quadrupled its price from December 2008 lows. But recently, this is becoming more of a story about emerging market infrastructure spree than acclaimed shortages.
Saturday, June 04, 2011
Railway Revolution Builds China’s Consumer Culture / Economics / China Economy
By: Frank_Holmes
Frequent readers of my “Frank Talk” blog and the weekly Investor Alert should be familiar with the story of China’s high speed rails. We’ve previously discussed how China is building the world’s largest network of high speed rails at an incredible speed.
Wednesday, May 25, 2011
Jim Chanos isn't Bearish Enough on China Housing Market / Housing-Market / China Economy
By: Bloomberg
Legendary short seller Jim Chanos of Kynikos Associates appeared on Bloomberg Television this afternoon with Carol Massar and Matt Miller. Chanos said that his "dramatic" bet against Chinese real estate may not be bearish enough and that "the bubble is really on the other side of the world."
Thursday, May 05, 2011
China's Economy Continues to Ascend But Watch Out for Speed Bumps, Investment Plays / Economics / China Economy
By: Money_Morning
Jason Simpkins writes:
Everyone knows that China's economy is hot. The only question is whether it may be a little too hot.
China posted yet another quarter of stellar economic growth in the first quarter of 2011, with its gross domestic product (GDP) growing 9.7%. However, analysts are worried about some of the side effects that have accompanied that growth- namely soaring inflation and the emergence of speculative bubbles.
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Tuesday, April 19, 2011
Will China’s Economy Overheat? / Economics / China Economy
By: Frank_Holmes
China’s GDP growth continued at a blistering pace during the first quarter of 2011, rising 9.7 percent from the previous year, according to economic data released today from the People’s Bank of China. Once again this outpaced many forecasts—even that of the Chinese government—and reignited the discussion of China’s overheating economy. While its robust growth may raise a few eyebrows, the economy isn’t in danger of “red-lining.”
Thursday, April 14, 2011
Fitch Warns on China as Housing Market Crashes 26% in One Month / Housing-Market / China Economy
By: PhilStockWorld
The futures are bouncing!
Why are they bouncing? Why not? We went down and people love to buy those dips and that means they are just going to love this chart, courtesy of Barry Ritholtz's team. We don't get our next Case-Shiller data point until the 26th but we did get mortgage applications this week and they are down ANOTHER 6.7%. This is despite the fact that an average 30-year mortgage is still just 4.98%.
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Friday, April 01, 2011
China's Highway System Growth Paves the Way to a Stronger Economy / Economics / China Economy
By: Money_Morning
Kerri Shannon writes:
What some have called "the worst traffic jam in human history" happened on the Beijing-Tibet Highway in August 2010. It trapped some drivers for more than 20 days and stretched more than 60 miles (97 kilometers).
The mess was so severe that local residents turned into vendors and profited from selling water, noodles and nuts to stalled travelers.
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Wednesday, March 16, 2011
China Ready to Pull the World Economy Out of the Doldrums? / Economics / China Economy
By: ECR_Research
Renate van Ginderen writes:
The role of China’s 12th Five-Year Plan
China’s twelfth Five-Year plan promises reform in all key areas of the economy. The plan will have to guide China between 2011 and 2016 towards a more sustainable, balanced, stable, and coordinated growth model. However, the problem is that it actually does not differ much from the eleventh Five-Year plan announced in 2006, whereas that plan did only do so much. The new real annual growth target is reduced from 7,5% to ‘just’ 7%: enormous in Western terms, but drastically lower than the 9,3% attained in 2010. So will this drag the economy down? Probably not. The growth target for the 11th Five-Year Plan has been overshoot largely. It is much more likely the central government will not really succeed in redirecting its economy, as will be discussed below.
Friday, March 11, 2011
As China grows bigger, implicit risk for commodities goes up / Commodities / China Economy
By: Submissions
Jan Kaska writes: This may sound counterintuitive, but we believe that as China grows bigger, it poses the biggest risk to commodities. No doubt, over the long term, commodities should remain structurally well bid as emerging Asia and developing countries will continuously have to tackle the infrastructure gaps. For example, countries like India and Indonesia have a lot of catch-up to do. Or recall Africa, where the Chinese have to build roads and ports first in order to obtain access to untapped reserves of valuable minerals. And China itself is not done with infrastructure in its homeland by any means as the Western provinces are still stuck deep in poverty.
Thursday, March 10, 2011
China Housing Market Bubble Bust Could be Dubai X1000 / Housing-Market / China Economy
By: MISES
It's an eerily familiar story. Shortly before the American housing bubble burst, pundits across the globe argued that the world had reached a new plateau of economic growth, where the old rules of economics no longer applied — "this time it's different." The same has been said about the current boom in China, specifically with regards to its large degree of top-down state control over the economy, which somehow enables it to ignore the laws of economics.
Thursday, March 03, 2011
What If The China Bubble Bursts / Economics / China Economy
By: Dian_L_Chu
Russ Winter writes: “If the situation does not improve, we’ll definitely want to quit (production). The sun is setting on the Christmas product industry (in China) right now.” — Owner of arts and craft factory in Shantou
Tuesday, March 01, 2011
China's Five-Year Economic Plan Calls For Slower Growth / Economics / China Economy
By: Money_Morning
Don Miller writes:
China will take steps to cool off its red-hot economy in the next five years largely by increasing domestic consumption and de-emphasizing exports, Premier Wen Jiabao announced in an online chat with the country's citizens on Sunday.
Wen, China's leading economic official, said the government's official target for average gross domestic product (GDP) growth over the next five years will be reduced to 7% annually, down from a target of 7.5% in the past half decade.
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Monday, February 28, 2011
Timing the China Property Crash / Housing-Market / China Economy
By: Mike_Shedlock
Inquiring minds are investigating Analysis of the Chinese Property Bubble by Huw McKay, Senior International Economist, for Westpac Bank.
Friday, February 25, 2011
China Risks and Investor Opportunities / Stock-Markets / China Economy
By: Puru_Saxena
Opinion is currently divided on the world’s second largest economy.
On one hand of the spectrum, the bears believe that China is a train-wreck and that its economic growth is unsustainable. These sceptics love to highlight the property bubble in China and they never miss the opportunity to mention the fact that fixed asset investment accounts for a disproportionately large chunk of the Chinese economy. According to the bearish camp, China’s economy is not real; rather, its breakneck economic growth is centrally planned by Beijing. Furthermore, the bears argue that China’s vast foreign exchange reserves are meaningless and that they will be used up in dealing with the aftermath of the Chinese real estate bust.
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Tuesday, February 22, 2011
Chinese Workers Surplus Value Makes China A World Economic Power / Economics / China Economy
By: Submissions
Prof. (Dr.) Raju M. Mathew writes: Karl Max, when developed the Theory of Surplus Value, might have never imagined that by using Communism, China would put the same Theory of Surplus Value in to practice more effectively than the Capitalists. Marx believed that the very basis of capital was keeping the workers at subsistence level and making them work at full capacity and taking away their surplus value.
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