China Economic Recap for June
Outlook on China’s PMI The month of June furthered the case that the Chinese economy has plateaued and potentially started declining again. With...
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Early Look June Economic Activity
Recent data of the excessively leveraged economy in China yielded few positive results. While data from previous months hinted that the Chinese...
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Innovation - A Sorry Tale in China
In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and...
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Is Increased Chinese Output Leading to Higher Inventories?
With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other...
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Post-PMI Data Release Analysis
We had predicted that official China PMI would increase and were forecasting 50.5. We were not even close as PMI remain unchanged at 50.1 for May....
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