China Macroeconomics & Academia

Christopher Balding

Macroeconomics

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

China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven and reveals a lot about the economic health and consumption. The debt support may have helped the economy for a while but shows its limits.A look at the country’s import and exports by volume reveals crucial information. Base commodity imports are shown in Figure 1 have been growing since the first of the year, even when the price impacts do not pass…

China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven and reveals a lot about the economic health and consumption. The debt support may have helped the economy for a while but shows its limits.A look at the country’s import and exports by volume reveals crucial information. Base commodity imports are shown in Figure 1 have been growing since the first of the year, even when the price impacts do not pass…

Shanghai Electric Group Company (601727 CH)

China National Building Material (3323 HK)

China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Cosco Shipping Energy Transportation Co. Ltd. (H) (1138 HK)

Cosco Shipping Energy Transportation Co. Ltd. (H)

Inner Mongolia Yili Industrial Group (A) (600887 CH)

Shanghai Tunnel Engineering Co, Ltd. (600820 CH)

Cssc Offshore & Marine Engg Group (317 HK)

Shanghai International Airport (600009 CH)

Inner Mongolia Baotou Steel Union (600010 CH)

Jiangsu Protruly Technology Group (600074 CH)

Metallurgical Corporation Of China Ltd (601618 CH)

Shanghai Electric Group Company (2727 HK)

Inner Mngl Jnzhng Eng & Cmci Gp (601216 CH)

Xinjiang Goldwind Science & Technology (2208 HK)

Beijing Capital International Airport (BCIA) (694 HK)

Beijing Capital International Airport (BCIA)

Dongfang Electric Corporation (600875 CH)

China Avionics Systems Co., Ltd. (600372 CH)

Metallurgical Corporation of China Ltd (1618 HK)

China Northern Rare Earth Group High-Tech (600111 CH)

China Northern Rare Earth Group High-Tech

Shanghai International Port Group (600018 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Kingenta Ecological Enginering Gp (002470 CH)

AviChina Industry & Technology H (2357 HK)

Shanghai Construction Group Co, Ltd. (600170 CH)

Beijing Originwater Technology Co,Ltd. (300070 CH)

Jiangsu Kangde Xin Composite Mtrl Co (002450 CH)

Henan Shuanghui Investment & Development (000895 CH)

Wens Foodstuff Group Co., Ltd. (300498 CH)

Inside China's May 2016 Trade Data