China Macroeconomics & Academia

Christopher Balding

Macroeconomics

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

<p>China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.</p><div>Despite agreeing to the International Monetary Fund Special Data Dissemination Standards, there remain large discrepancies between the headline data and the industrial level granular data. Detecting the problems requires digging deep beneath the surface.</div><p>According to official Chinese data real output in the second quarter in the industrial sector grew 6 per cent in real terms and 2.9…</p>

China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the International Monetary Fund Special Data Dissemination Standards, there remain large discrepancies between the headline data and the industrial level granular data. Detecting the problems requires digging deep beneath the surface.According to official Chinese data real output in the second quarter in the industrial sector grew 6 per cent in real terms and 2.9…

Shanghai Electric Group Company (601727 CH)

Haitong Securities Co Ltd (A) (600837 CH)

China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Shanghai Pudong Development Bank Co. (600000 CH)

Cssc Offshore & Marine Engg Group (317 HK)

Shanghai International Airport (600009 CH)

Metallurgical Corporation Of China Ltd (601618 CH)

Shanghai Electric Group Company (2727 HK)

Metallurgical Corporation of China Ltd (1618 HK)

China Merchants Securities Co Ltd (A) (600999 CH)

China Pacific Insurance (Group) Co., (601601 CH)

Shanghai International Port Group (600018 CH)

Beijing Originwater Technology Co,Ltd. (300070 CH)

China Merchants Securities Co Ltd (H) (6099 HK)

Digging Beneath the Surface of Chinese GDP