China Macroeconomics & Academia

Christopher Balding

Macroeconomics

Zhuzhou CRRC Times Electric Co., Ltd. (3898 HK)

<p>The recent consumer and producer price indexes had people feeling relieved that pricing pressures seem to have abated somewhat.  CPI came it below expectations at 1.3% but still firmly positive while PPI ticked from its long term decline to a year over year decline of 0.8%.  This has many believing the pricing pressures are near an end in China and that broader based price level increases returning.  However, as with all things China it is important to look behind the broader based data.</p><p>The PPI…</p>

The recent consumer and producer price indexes had people feeling relieved that pricing pressures seem to have abated somewhat.  CPI came it below expectations at 1.3% but still firmly positive while PPI ticked from its long term decline to a year over year decline of 0.8%.  This has many believing the pricing pressures are near an end in China and that broader based price level increases returning.  However, as with all things China it is important to look behind the broader based data.The PPI…

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Breaking Down Chinese Inflation Data: More Than Meets the Eye