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Investment Analysis, China Economy, Global Economy, Real Estate and Financials

Economy

The latest analysis and updates on global economy. China, US, UK, Europe, and the rest of the world.

China’s LGFVs have issued RMB579.28 billion of bond this year
China, Economy. 16 November, 2012, 19:01 China’s LGFVs have issued RMB579.28 billion of bond this year
Since they can’t seem to borrow much from banks, they issue bonds instead.
China’s money outflow back at previous rate in October after September’s blip
China, Economy. 16 November, 2012, 11:59 China’s money outflow back at previous rate in October after September’s blip
Improvement in September turns out to be a blip.
People’s Bank of China injects RMB91 billion of liquidity via open market operation
China, Economy. 15 November, 2012, 12:06 People’s Bank of China injects RMB91 billion of liquidity via open market operation
PBOC continues with it twice-a-week routine injection.
How to deal to Greece’s massive debt load
Economy, Europe. 14 November, 2012, 21:49 How to deal to Greece’s massive debt load
Some consideration on how to deal with Greek massive debt load.
Infrastructure investment picks up, offsetting weakness in manufacturing
China, Economy. 14 November, 2012, 14:25 Infrastructure investment picks up, offsetting weakness in manufacturing
Infrastructure and, to a lesser extent, real estate, are offsetting the weakness in investment in manufacturing sector.
Debate over Greece Rages On
Economy, Europe. 13 November, 2012, 21:18 Debate over Greece Rages On
Greece is back in focus, again.
Increase in investment in China is funded increasingly by non-bank sources
China, Economy. 13 November, 2012, 15:57 Increase in investment in China is funded increasingly by non-bank sources
Non-bank sources are becoming larger sources of funding to the economy.
People’s Bank of China injects RMB186 billion of liquidity through open market operation
Global business confidence lowest since 2009
Economy, World. 13 November, 2012, 11:16 Global business confidence lowest since 2009
Despite improvement in the recent economic data around the world, global business confidence remains weak.
US to become the biggest oil producer, says IEA
Economy, United States. 13 November, 2012, 0:29 US to become the biggest oil producer, says IEA
US may become the biggest oil producer, and that will surely reduce trade deficit even further.
China Monetary Statistics for October 2012
China, Economy. 12 November, 2012, 16:50 China Monetary Statistics for October 2012
Money supply grows at a slower rate, new loans disappoint, and deposit drops.
China’s aggregate financing increased by RMB1.29 trillion in October; new loans disappoint
China, Economy. 12 November, 2012, 10:53 China’s aggregate financing increased by RMB1.29 trillion in October; new loans disappoint
Chinese banks have only lent RMB505.2 billion in October, as it turns out.
China’s export growth accelerated further in October
China, Economy. 10 November, 2012, 14:48 China’s export growth accelerated further in October
Export growth accelerated while import growth disappoints.
China’s retail sales increased by 14.5% yoy in October
China, Economy. 9 November, 2012, 14:38 China’s retail sales increased by 14.5% yoy in October
Retail sales growth picked up further in October on a year-on-year basis.
China’s fixed asset investments growth picked up in October
China, Economy. 9 November, 2012, 14:27 China’s fixed asset investments growth picked up in October
Fixed asset investment growth picked up further in October.
China’s industrial production growth increased to 9.6% yoy in October
China, Economy. 9 November, 2012, 14:11 China’s industrial production growth increased to 9.6% yoy in October
Industrial production growth picked up further in October.
China CPI inflation fell to 1.7% yoy in October
China, Economy. 9 November, 2012, 10:04 China CPI inflation fell to 1.7% yoy in October
China’s inflation fell to 1.7% yoy, and -0.1% mom.
US trade deficit declined in September
Economy, United States. 9 November, 2012, 2:37 US trade deficit declined in September
US trade deficit declined to US$41.5 billion in September.
Presenting: the new Euro bank notes
Economy, Europe. 9 November, 2012, 1:20 Presenting: the new Euro bank notes
ECB is printing new bank notes
European Central Bank keeps rates unchanged
Economy, Europe. 8 November, 2012, 20:45 European Central Bank keeps rates unchanged
ECB keeps rates unchanged