China Macroeconomics & Academia

Christopher Balding

Macroeconomics

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

<p>After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in the latest data releases. During the third quarter official Chinese GDP remained at 6.7% driven primarily by real estate and the opaquel name “other” industries. </p><p>As we noted yesterday in our note about the discrepancy between headline GDP and underlying data, a look at monthly output from important sectors fails to match broader output in the Chinese…</p>

After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in the latest data releases. During the third quarter official Chinese GDP remained at 6.7% driven primarily by real estate and the opaquel name “other” industries. As we noted yesterday in our note about the discrepancy between headline GDP and underlying data, a look at monthly output from important sectors fails to match broader output in the Chinese…

Shanghai Electric Group Company (601727 CH)

China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Xinjiang Goldwind Science & Technology (002202 CH)

XCMG Construction Machinery A (000425 CH)

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

Cosco Shipping Energy Transportation Co. Ltd. (H)

Shanghai Tunnel Engineering Co, Ltd. (600820 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)

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)

Chinese Universe Publishing&Media (600373 CH)

Meinian Onehealth Healthcare H (002044 CH)

China International Marine Cntnrs Gp (2039 HK)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Metallurgical Corporation of China Ltd (1618 HK)

Chongqing Changan Automobile Company (200625 CH)

Shenzhen Overseas Chinese (A) (000069 CH)

Shanghai International Port Group (600018 CH)

Songcheng Performance Development (300144 CH)

AviChina Industry & Technology H (2357 HK)

Shanghai Construction Group Co, Ltd. (600170 CH)

Belle International Holdings (2129452D HK)

Beijing Originwater Technology Co,Ltd. (300070 CH)

China National Chemical Engineering Company A (601117 CH)

China National Chemical Engineering Company A

China International Marine Containers A (000039 CH)

Yingkou Port Liability Co., Ltd A (600317 CH)

What Does Output Tell Us About the Chinese Economy?