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Warning: China Reaching Critical Point
Aug 22 2012
Brokers have investigated the state of China’s manufacturing and property sectors to arrive at potentially grim conclusions.
China And Food Price Reality
Jul 31 2012
If Chinese meat consumption continues to push toward Western levels, there will not be enough grain in the world to feed the animals consumed.
Disputing China’s GDP Numbers
Jul 26 2012
Many an analyst has pointed to weak Chinese electricity production as a reason why China’s June quarter GDP must be overstated by Beijing, but ANZ argues the case.
Calling Beijing: China Flash PMI Falls
May 24 2012
A drop in HSBC’s flash estimate of China’s May PMI is not good news but may help hasten a policy response from Beijing.
Beijing Forced Into A Rapid Policy Response
May 14 2012
Beijing’s weekend policy response to weak April data is welcome but perhaps a little slow.
But What About India?
May 09 2012
If Europe isn’t getting all the attention China is, but no one ever mentions India when perhaps, given current problems, it should.
China Takes Another Step Towards Maturity
Apr 16 2012
Beijing’s announcement it will expand its range of yuan peg to the US dollar, allowing for further appreciation, has been welcomed across the globe.
China’s Confusing Economy
Apr 02 2012
A big jump in China’s official manufacturing PMI belies a fall in HSBC’s independent calculation. The official number appears to counter recent hard landing fears, but what is really going on?
What Will India Look Like In 2025?
Jan 24 2012
Why India’s successful transformation into the world’s third largest economy cannot be taken for granted.
China In 2012
Jan 19 2012
Post the December quarter GDP result release, analysts discuss China’s economic prospects in 2012. Will we all climb another wall of worry like we did in 2011?
