Posts Tagged ‘Macroeconomic’

JLL’s China April Property Market Monitor is Sobering

Sunday, May 3, 2009 1:48 1 Comment

For those looking for good news on China’s property market, I am not sure if the recent JLL Property Market Monitor will be the document you were hoping for, but Steven McCrord’s Page 1 was sobering for me: Total prime retail stock in 21 major Chinese cities will grow at a CAGR of 20.2% through […]

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UBS Raised China’s 2009 Growth Target to between 7-7.5%

Monday, April 20, 2009 10:42 Comments Off on UBS Raised China’s 2009 Growth Target to between 7-7.5%

following last week’s news that China had accomplished a miraculous 6.1% growth in the first quarter of the year, UBS released their updated projection for 2009 on Thursday. With the previous change to 6.5% being brought about by a weaker than thought 2008 q4, Wang Tao and her team now see this 6.1% as a […]

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China Statistics Smackdown: CLSA vs. CFLP

Thursday, April 9, 2009 10:04 1 Comment

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 […]

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US vs. Chinese Banks: Where’s the Risk?

Wednesday, April 8, 2009 10:26 4 Comments

A quick follow up to yesterday’s post China‚Äôs 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 […]

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March PMI Data for China Out.

Sunday, April 5, 2009 23:42 Comments Off on March PMI Data for China Out.

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 […]

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The Story of China’s Imports

Tuesday, March 31, 2009 9:33 Comments Off on The Story of China’s Imports

A few weeks back while writing up the post on imploding February trade figures, I wrote about the fact that imports in my eyes were not an indicator of domestic consumption (i.e. Chinese consumers buying finished goods), but of domestic industry buying raw materials/ semi-finished goods to then be resold elsewhere. It is an important […]

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Giving China’s College Graduates Something To Do.

Tuesday, March 24, 2009 16:41 4 Comments

With one of the primary measurements of China’s economic stability/ success being the number of people it employs, and the fact that it must create 20+ million jobs a year just to absorb the new entrants to the work for, it should come as no surprise that Beijing wants to look like it is proactively […]

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China’s Middle Class Accounting for More Unemployed

Monday, March 23, 2009 7:44 2 Comments

When speaking on the economic ripples that are being felt in china, one will often hear that there is little to fear. that because the layoffs are primarily coming from the blue collar/ migrant sector, that the pain is not being felt in China’s largest cites, that everything will be fine. that consumer confidence will […]

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