Also sprach Analyst

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Also sprach Analyst > 2012

Archive for 2012

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China, Economy. 10 December, 2012, 12:39
China’s trade data for November disappoint
Both export and import rose less than expected in November
China, Economy. 9 December, 2012, 23:55
China’s fixed asset investment growth at 20.7% yoy for Jan-Nov
Year-to-date year-on-year growth of fixed asset investment remains unchanged.
China, Economy. 9 December, 2012, 23:37
China’s retail sales rose 14.9% yoy in November
Retails sales growth increased to 14.9% yoy in November.
China, Economy. 9 December, 2012, 23:27
China’s industrial production growth increased to 10.1% yoy in November
Industrial production growth picked up further in November.
China, Economy. 9 December, 2012, 22:49
China CPI inflation rose to 2.0% yoy in November
Inflation rose slightly to 2.0% yoy.
FX, Markets. 9 December, 2012, 22:36
FX positioning and outlook – 9 December 2012
Weekly FX positioning and outlook for the coming week (10 Dec to 14 Dec 2012).
China, Economy. 6 December, 2012, 13:41
People’s Bank of China injects RMB117 billion of liquidity through open market operation
PBOC is back in net injection this week.
Markets, Stocks. 4 December, 2012, 13:19
On the (absurdly) weak Chinese stock market
Can Chinese stock market even bounce?
China, Economy. 4 December, 2012, 11:41
People’s Bank of China injects RMB97 billion through open market operation
Routine operation continues.
China, Economy. 3 December, 2012, 19:13
China’s rail cargo volume -3.2% yoy in October, but up compared with September
Rail cargo volume increases in October compared with September, but yoy still down 3.2%.
China, Economy. 3 December, 2012, 16:34
Macau casino revenue rose 7.9% yoy in November
Macau casino revenue increased by 7.9% yoy in November.
China, Economy. 3 December, 2012, 10:09
HSBC/Markit China manufacturing PMI rose to 50.5 in November
First above-50 reading in a year
FX, Markets. 2 December, 2012, 21:13
FX positioning and outlook – 2 December 2012
Weekly FX positioning and outlook for the coming week (3 Dec to 7 Dec 2012).
China, Economy. 1 December, 2012, 11:22
China official manufacturing PMI hits 7-month high in November
China official manufacturing PMI hits 7-month high.
China, Economy. 30 November, 2012, 12:21
China official leading indicator rose in October
NBS own leading index is still going up, albeit at a slower pace.
China, Economy. 29 November, 2012, 11:50
People’s Bank of China injects RMB79 billion in open market operation
Routine injection continues, but PBOC overall withdraws RMB40 billion for the week.
Markets, Stocks. 27 November, 2012, 16:39
Shanghai Composite closed below 2000 points
New closing low.
China, Economy. 27 November, 2012, 10:45
People’s Bank of China injects RMB135 billion of liquidity in open market operation
Yet another routine operation.
FX, Markets. 25 November, 2012, 22:44
FX positioning and outlook – 25 November 2012
Weekly FX positioning and outlook for the coming week (26 Nov – 30 Nov 2012).
China, Economy. 22 November, 2012, 11:57
People’s Bank of China injects RMB89 billion of liquidity in open market operation
PBOC’s routine injection continues.