Category: China Economy
The analysis published under this category are as follows.
Tuesday, December 18, 2018
Why Chinese Economic Reforms Will Stay the Course / Economics / China Economy
By: Dan_Steinbock
After four decades of reforms and opening, China is accelerating the transition to post-industrial society.As Chinese President Xi Jinping gave his highly-anticipated speech on Monday on the 40th anniversary of Chinese reforms and opening-up policies, it was closely watched internationally in light of the 90-day truce in the U.S. trade wars.
Read full article... Read full article...
Monday, December 03, 2018
Trade War Truce Won’t Fix China / Economics / China Economy
By: Michael_Pento
The Main Stream Financial Media would love to have investors believe that the recent problems in the global equity market are all about a trade war with China. Therefore, everything can be made right just because Trump shook hands with Xi Jinping at the G-20 meeting in Argentina. But the truth is, China’s problems are structural in nature--resulting from a centrally-planned economy that goads its citizenry into pre-fabricated urban areas in order to manufacture a pre-determined rate of growth. Nevertheless, what the Chinese government has actually accomplished is to produce a dystopia; one that was erected upon the largest percentage increase in debt the world has ever witnessed.
Read full article... Read full article...
Friday, November 30, 2018
The World-Class Lessons of China’s Shanghai Free-Trade Zone / Economics / China Economy
By: Dan_Steinbock
Amid the fifth anniversary of the Shanghai Free-Trade Zone, new economic zones are proliferating in China’s critical productivity centers. Despite trade wars, China is opening but in its own terms.
The Shanghai Free-Trade Zone (FTZ) was launched in September 2013, some five years ago. It was the first FTZ in mainland China and has progressively been expanding its territorial coverage. Yet, territorial coverage is only a part of its strategic significance.
Tuesday, October 16, 2018
Chinese Economic Prospects Amid US Trade Wars / Economics / China Economy
By: Dan_Steinbock
As US trade war damage is spreading, markets reflect an elusive calm before a potential storm. While Chinese prospects and reforms prevail amid challenging conditions, IMF's global outlook remains too optimistic for 2018-19.According to new data, China’s exports rose by 14.5% year-on-year in September, which is an acceleration from the previous month. However, growth in imports declined to 14.3%.
Read full article... Read full article...
Tuesday, October 02, 2018
China Is a Growing Force That Many Grossly Underestimate / Economics / China Economy
By: John_Mauldin
We hear a lot about the China’s vast problems. They are very real and could have major consequences. But economic reality isn’t black and white.At any given time, both good things and bad things are happening. Ignoring one side because it doesn’t fit your preferred outlook is an excellent way to go badly wrong.
This article is my attempt to demonstrate that China has good news, and even some fabulously great news, much of it quite compelling.
Read full article... Read full article...
Friday, September 21, 2018
China Is Building the World’s Largest Innovation Economy / Economics / China Economy
By: John_Mauldin
China is on its way to becoming the largest economy in the world.In just one generation, something like 300 million+ people went from rural subsistence farming to urban industrial and technology jobs. This transition from rural poverty to export powerhouse to consumer goliath may be the most consequential economic event in centuries.
Yet this story is largely ignored in the US and in much of Europe. We hear about a few projects here and there, but we don’t understand the extent.
Read full article... Read full article...
Saturday, April 14, 2018
Shocking Chinese Economic Data Points Will Disrupt Markets / Economics / China Economy
By: Chris_Vermeulen
We, at Technical Traders Ltd., believe recent data released by China presents traders with a huge opportunity over the next 6~18 months. Recently released Chinese economic market data points to a general market disruption in regards to trade values, import/export data and loan/debt risk. As reported by Reuters and Business Insider, the continued crackdown on Shadow Banking in China, as well as recently announced trade tariffs, may be shifting the dynamics of the Chinese Dragon economy dramatically.
Wednesday, April 04, 2018
China/Asia Economic Implosion on the Horizon? - Part V / Economics / China Economy
By: Chris_Vermeulen
As we, the research team at www.TheTechnicalTraders.com, continue to deliver sections of this multiple part global market research report centered around China and Asia as a catalyst for an impending global market/debt collapse, we want to make sure our readers understand this process will likely play out over many months into the future. This is not something that we should concern ourselves with right away. This is not a warning that “the sky is falling and we need to run to our bunkers”. This is forward-looking research that indicates a strong possibility that China and Asia, along with many other nations in this region, may experience a credit/debt market contraction that could lead to another global credit crisis and we need to be aware of it and plan to profit from it. (Part I, Part II, Part III, Part IV)
Saturday, March 31, 2018
Warning China / Asia Economic Implosion on the Horizon? / Economics / China Economy
By: Chris_Vermeulen
Thank you for following our multi-part research (Part I, Part II) into the possibility of a China/Asia market collapse and our hypothetical analysis of what that event might consist of and how it may play out. So far, we have discussed the Chinese housing market rotation as well as the recent trends within the past 7+ years, expansion and foreign investments made by many Chinese and successful Asian investors. All of this research raises some interesting questions for us to consider.
Wednesday, March 28, 2018
China/Asia Economic Crash Is Starting / Economics / China Economy
By: Chris_Vermeulen
In our previous article regarding the potential China/Asia Economic Implosion, we illustrated how the property market cycles in China (Beijing) are in the early stages of a potentially topping and a massive drop in value.
Today, we are going to try to expand on this analysis a bit further by illustrating how the US and other global established economies may have inadvertently setup certain emerging markets for another global crisis event. Our research team at Technical Traders Ltd. has developed a unique set of skills in sourcing and evaluating current market events and predictive price modeling systems that allow us to attempt to determine future events with relative certainty. Within this post, we will attempt to provide further evidence and supporting data as it relates to our belief that we are in a very late stage economic expansion cycle and about to enter a very early stage economic contraction cycle. As we continue to disclose our research and findings within this multi-part article, we will close this research out by explaining how and why we believe smart investors will be able to create massive opportunities over the next 12 to 48 months from our research.
Read full article... Read full article...
Wednesday, March 28, 2018
China/Asia Economic Implosion on the Horizon? / Economics / China Economy
By: Chris_Vermeulen
Recent news of the US enacting $60 billion in economic tariffs on China as well as reactionary tactics from China have everyone spooked. The US stock markets and global markets tanked last week as this news hit the wires. At www.TheTechnicalTraders.com, we have been warning of a massive upside move in precious metals as well as global market concerns for the past 12+ months. Our recent research shows just how fragile the global markets are to external factors as well as strengths in the US and other established economies.
Wednesday, March 14, 2018
China Toward Sustainable Economic Growth / Economics / China Economy
By: Dan_Steinbock
In the past, Chinese growth was too much fueled by credit. Now it is becoming more sustainable and the emphasis is shifting on living standards, poverty reduction and environmental protection.In his annual work report, Chinese Premier Li Keqiang said on Monday that China aims to expand its economy by around 6.5 percent this year, or the same as in 2017.
Read full article... Read full article...
Wednesday, March 07, 2018
How Chinese Economic Growth Is Changing / Economics / China Economy
By: Dan_Steinbock
What many international observers continue to miss is that the deceleration of growth in China goes hand in hand with rapidly-rising living standards.In his annual work report, Chinese Premier Li Keqiang said on Monday that China aims to expand its economy by around 6.5 percent this year.
While some of the leading international media reported the new growth target factually, others portrayed it as a “slowdown” that could even undermine global growth prospects.
Read full article... Read full article...
Tuesday, December 26, 2017
Chinese Economy in 2018 and Beyond / Economics / China Economy
By: Dan_Steinbock
In the coming years, China shall aim at high-quality development, while seeking to forestall financial and international risks.The recent Central Economic Work Conference marked a historical point in China’s economic development. After Mao’s struggle for the mainland’s sovereignty, and Deng’s economic reforms and opening-up, President Xi’s team seeks complete much of the transition to post-industrial society by the early 2020s.
What does it all mean for Chinese economy in 2018?
Read full article... Read full article...
Saturday, September 02, 2017
Leading China Expert Lays Down 9 Major Trends That Now Drive The Chinese Economy / Economics / China Economy
By: John_Mauldin
Leland Miller is a leading expert on China’s financial system and a good friend of mine.
They regularly interview (if memory serves correctly) about 2000 large Chinese companies in every sector to get a good idea of what is actually happening in the Chinese economy.
There is nothing else like their work, and anybody who is investing large sums or who just does business in China gladly pays the six-figure price to get access to their data and research.
Read full article... Read full article...
Saturday, August 26, 2017
China’s Strategy for the Global Economy / Economics / China Economy
By: Rodney_Johnson
In the fall of 1993, I was sitting in class in grad school. We were using case studies to explore business management decisions. My professor walked through the history of Otis Elevators, noting that the company had reached market saturation and had choices to make.I was sort of paying attention… sort of not.
Read full article... Read full article...
Tuesday, July 18, 2017
Here’s Why China’s One Belt, One Road Is Doomed To Failure / Economics / China Economy
By: John_Mauldin
One Belt, One Road (OBOR) is China’s ambitious initiative unveiled in 2013. In fact, it’s two plans combined to form a larger framework of new trade routes.
The first of these is One Belt (the orange line in the above map). It refers to the development of new infrastructure—particularly railroads and highways—to connect China’s interior provinces with Europe by way of Russia, Central Asia, and the Middle East. It’s a tall order, and expectations are low that China would be able to build them.
Read full article... Read full article...
Wednesday, June 28, 2017
China’s First Half of 2017: Growth amid Deleveraging / Economics / China Economy
By: Dan_Steinbock
Despite seemingly mixed messages, China’s great shift from easing to tightening has begun. While growth will continue to decelerate, it can still remain on the deceleration track, even as deleveraging has begun.
In May, Moody’s Investor Service downgraded China’s credit rating. But it took less than a day for Chinese financial markets to recover from the downgrade. Recently, index giant MSCI announced the partial inclusion of China-traded A-shares in the MSCI Emerging Market Index. After all, China is currently under-represented in global equity indices relative to its economic influence. The inclusion is predicated on a long and gradual move.
Read full article... Read full article...
Thursday, June 01, 2017
About My Healthy Economic Fear of the Chinese / Economics / China Economy
By: Harry_Dent
There’s an old adage in finance concerning borrowing and lending: If you owe the bank $1 million, you have a problem. If you owe the bank $100 million, the bank has a problem.It’s all about scale.
When it comes to countries and markets, there is no scale, and therefore no problem, like the Middle Kingdom.
China is the land of the “biggest.”
Read full article... Read full article...
Tuesday, May 16, 2017
How the China Belt and Road Could Change the 21st Century / Economics / China Economy
By: Dan_Steinbock
Until recently, globalization was led by the West and benefited only a few advanced economies. After China’s three decades of rapid growth, the Belt and Road initiatives hold potential for more inclusive globalization.During the weekend, the Belt and Road Forum for International Cooperation flooded Beijing with almost 30 heads of state and government leaders, 1,500 delegates from over 130 nations, and over 70 international organizations.
Read full article... Read full article...