How are Chinese stocks responding to tariffs with the US and a slowdown in Asian growth?
Despite US tariffs, China’s September trade balance with the US reached a record high A number of China’s Asian neighbours have seen a deceleration…
Read MoreChina
Economic Armaments and China’s Global Ambitions
The world continues to move in potentially dangerous directions. A leading component of this threat is the use of economic armaments by governments to…
Read More6 Reasons Why a Trade War with the Chinese Is Pointless
In a recent post I explained that China’s manipulations of its own currency hurt only herself and not her trading partners and, therefore, retaliatory…
Read More
China is in Trouble
By Ronald-Peter Stöferle Mark J. Valek Before we discuss the economic situation of China, a few words about China’s strongman, Xi Jinping. The “new…
Read More
Jeffrey P. Snider : China’s (de)Dollar Bonds
The Chinese government has sold its first dollar bond issue in thirteen years. Given that fact alone, the idea is causing more than a…
Read More
Is Chinese growth about to falter?
The IMF revised Chinese growth forecasts higher in July – were they premature? Retail sales, industrial output and fixed investment have slowed The Real…
Read More
Assessing the long-term structural risk for China
After falling to 6.4% in Q1 2009 the yearly growth rate of China’s real GDP climbed to 12.2% by Q1 2010. Afterwards the yearly…
Read More
Benn Steil: PBoC Spins China’s Bad-Loan Data
In a recent speech at Bloomberg’s headquarters in New York, People’s Bank of China Deputy Governor Yi Gang reassured his audience on the level…
Read More
Low cost manufacturing in Asia – The Mighty Five – MITI V
Low cost manufacturing is moving away from China Malaysia, India, Thailand, Indonesia and Vietnam will continue to benefit Currency risks remain substantial Stock market…
Read More
Zero Hedge: China Accounts For Half Of All Global Debt Created Since 2005: Here Are The Implications
Over three years ago, in November 2013, when the world’s attention was still largely focused on what the “Big 4” central banks would do…
Read More