Chinese manufacturers are enjoying the best environment since April 2008, according to two monthly surveys.
Growth in China increased in the September quarter but China specialist Dragonomics remains skeptical.
A quarterly GDP growth of 8.9% is not enough to encourage any easing in stimulus measures, according to China’s Bureau of Statistics.
While many feel that developing Asia will continue to be insulated against the financial crisis, falling investment levels are now raising some doubts.
Asia is clearly leading the world out of the GFC and the rise of the Asian consumer is driving the recovery.
A widely accepted view of China is one of over-investment and under-consumption, but Morgan Stanley counters.
Not just China, but Asia as a whole has been an important driver of the global recovery to date. Can this trend continue?
An unconfirmed letter suggests Chinese state companies may simply renege on huge derivatives hedging losses.
China’s Purchasing Manufacturer’s Index data for August showed gains over July, leading economists to suggest economic growth should remain resilient in coming months.
China’s sovereign wealth fund is happy to invest in what it sees as new bubbles both in China and in the US.