China’s huge savings are met with both awe and suspicion. This column discusses the high savings rate and its implications using data from 1960 to 2009.
The Dallas Federal Reserve has entered the debate on the discrepancy of China’s rubbery GDP figures and seemingly inconsistent weak electricity data.
Brokers have investigated the state of China’s manufacturing and property sectors to arrive at potentially grim conclusions.
If Chinese meat consumption continues to push toward Western levels, there will not be enough grain in the world to feed the animals consumed.
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.
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’s weekend policy response to weak April data is welcome but perhaps a little slow.
If Europe isn’t getting all the attention China is, but no one ever mentions India when perhaps, given current problems, it should.
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.
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?