Posts Tagged ‘Macro’

Intel Shuts Shanghai Plant, Electrolux Shuts Changsha Plant, and McDonald’s Drops Prices

Thursday, February 5, 2009 9:04 No Comments

Three big announcements and 2 juicy rumors today highlight the fact that the scale of the global downturn is growing. Fast. Big Announcements: 1) Intel shuts Shanghai factory and lays off 2,000 to move inland 2) Electrolux closes refrigerator factory in Changsha as part of a wider move to move from low end products to […]

This was posted under category: From the Factory Floor, The Big Picture Tags: , , ,

Is China an External Shock Away From Implosion?

Saturday, January 31, 2009 22:57 No Comments

In a recent email Northwestern professor Victor Shih has reviewed NYU Professor Yasheng Huang’s recently released book Capitalism with Chinese Characteristics: Entrepreneurship and the State. A book that has been recieving a lot of praise in the Shanghai community (I have not read it), Victors opinon of the book was very favorable, and in his […]

This was posted under category: The Big Picture, Uncategorized Tags: ,

China Economic Prospect 2009 – Peking Professor Perspective

Tuesday, January 13, 2009 22:56 No Comments

While reading up more on the issues, I came across a 20 minute Youtube series from CCTV where Zou Ye interviews Peking University Professor Huode Ming. Where I enjoyed this interview is simply that the the Professor’s comments are not full of doom and gloom, a common theme right now.  He rightfully highlights a number […]

This was posted under category: The Big Picture Tags:

China’s Trade: One Graph Really Says it All

Tuesday, January 13, 2009 19:01 No Comments

In Brad Setser’s recent piece Secrets of SAFE: A sharp slowdown in reserve growth and large “hot” outflows in q4…. I found the graph below Speaks volumes. Anyone care to predict the next three splice for M12 2009, M12 2010,  M12 2011?

This was posted under category: The Big Picture Tags: ,

The Economic Downturn Will Increase Social Instability in China? Experts Disagree.

Sunday, January 11, 2009 0:48 4 Comments

With little doubt in anyone’s mind that the impact of the global crisis impacting China, the focus has changed.  It has become a guessing game of what the impact points will be, and how severe those impacts will be. One of the more interesting questions relates to the impact of layoffs.  We began hearing about […]

This was posted under category: The Big Picture, Uncategorized Tags:

China’s Prospects for 2009 – Follow Up

Saturday, January 10, 2009 10:13 3 Comments

Prior to the new year, and in preparation for an interview, I asked readers to send in their thoughts on the prospects for the new year.  I received some interesting responses, none of which were willing to do so using their name on All Roads, but I convinced one person to allow me to post […]

This was posted under category: The Big Picture Tags: , ,

2009 Caijing Annual Conference Notes

Sunday, December 21, 2008 8:49 No Comments

Last week Caijing held its annual conference, and as a service to those who could not make it, they have posted a lot of material from the event. With a number of interesting breakouts, the highlight of the materials online for me are the videos of David Dollar and  the notes China’s Enterprises: To Be […]

This was posted under category: The Big Picture Tags:

What Does Dismal US Jobs Report Mean for China

Monday, December 8, 2008 3:37 2 Comments

The recent jobs report literally rocked the house on Friday as a reported 533,000 jobs were lost in November. Particularly noteworthy on Larry King Live, and concerning to me, was that for the first time ever retail jobs were lost in November.  A time that retailers are typically bulking up for the Christmas season.  Which […]

This was posted under category: Uncategorized Tags: ,