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....
194 Views
Early PMI Reading Before Official June 1 Release
While it is built up on leverage which is built upon leverage which is built upon even more leverage, there is strong evidence that the real...
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Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
408 Views
Early Look at May Chinese Data
With Chinese manufacturing showing signs of improvements post-Chinese New Year, it could be said that the country’s economy is regaining its...
200 Views