All Roads Lead to China:

In my post earlier this week, March PMI Data for China Out, I focused on the fact that CLSA and CFLP came to some very different conclusions about March’s PMI data. For my part, I saw where both groups had the potential to see different data, and in the article What is behind different PMI [...]

A quick follow up to yesterday’s post China’s Economic Exposure and Forward Policies , one of the more interesting offshoots was a back and forth on the risks found within Chinese banks. It was kicked off by Victor Shih, when he was responding to a comment made by Quoc and said: My argument is that [...]

Early on, questions related to China’s stability and exposure were being asked as the global financial issues began to unfold. It was largely an unknown at the time, but as we have all see, the decoupling theory that some were putting forward just a few months before that have been proven wrong. One of my [...]

China: new rule for 24 hour advance manifest

Friday’s news that China’s PMI climbed over the 50 yard line to reach 52.4 in March came as comforting news to many of the China’s media outlets. It has been nearly 6 months since this figure was out of the red zone, and it provided an opportunity for policy makers to tout the success of [...]