ANZ compares the numbers over the last decade to show just how rapidly Australia’s trading ties with India are growing in significance.
Growth in China’s manufacturing sector eased again in January according to Beijing reflecting local rate rises while Australia’s sector remains in the doldrums.
This column titled “A good example of dealing with macro problems using micro tools” was published by VoxEU under the title “China’s price problems are a monetary problem”.
Investors should not doubt: China is firmly in tightening mode, argues GaveKal. More restrictive actions are in the pipeline.
China’s October CPI jump was the stand-out number amongst an otherwise relatively benign set of monthly data.
Operating conditions for Chinese manufacturers improved markedly in October, report HSBC/Markit Economics.
This month’s round of Chinese economic data and the third quarter GDP result came in much as expected.
Having not raised rates since December 2007, yesterday the PboC surprised markets and sent the US dollar crashing up and stocks and commodities crashing down by announcing a 25bps hike.
Chinese policy makers have some important choices in front of them, GaveKal reports.
Manufacturers in China continue enjoying improving conditions, but price inflation is roaring its head, the September survey by HSBC/Markit suggests.