Corporate and Consumer Sentiment in China Remain Strong
We believe over household and corporate sentiment is relatively strong. Leaving aside the data, based upon our conversations in China, we believe...
74 Views
Chinese Manufacturing Under the Shadow of Looming China-US Trade War
A trade war between China and the US has been looming since March on China’s “Made in China 2025” plan, which aims to greatly improve the...
169 Views
China Credit Continues to Be Restrained in 2018
Chinese credit continues to be restrained through the first four months of 2018. There are multiple changes however as we see a shift from off...
90 Views
Today’s China Macro-Property Data: Sales Volumes Slow Down Further But Investment Accelerates
The National Bureau of Statistics (NBS) released today the key data for April, related to property sales and investments by developers at a...
88 Views
Chinese Prices Continue to Underwhelm
Chinese prices indexes continue to drift downward with a surprising uptick in PPI. We see no basis looking at underlying data for the rise in...
78 Views