Also sprach Analyst

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.

Changing pattern of China’s money flows
China, Economy. 30 October, 2012, 14:13 Changing pattern of China’s money flows
Are the changes of fund flows pattern temporary or structural?
People’s Bank of China injects RMB395 billion of liquidity through open market operation
China, Economy. 30 October, 2012, 10:37 People’s Bank of China injects RMB395 billion of liquidity through open market operation
PBOC injects a record RMB395 billion of liquidity via reverse repo.
China records a small (and negligible) balance of payments deficit in Q3
China, Economy. 26 October, 2012, 23:02 China records a small (and negligible) balance of payments deficit in Q3
China records a small BoP deficit in Q3.
People’s Bank of China injects RMB225 billion of liquidity through open market operation
China, Economy. 25 October, 2012, 12:07 People’s Bank of China injects RMB225 billion of liquidity through open market operation
PBOC injects RMB225 billion of liquidity today.
FOMC policy remains unchanged
Economy, United States. 25 October, 2012, 2:16 FOMC policy remains unchanged
FOMC’s monetary policy remains unchanged.
Euro area flash PMI points to continued slowdown in October
Economy, Europe. 24 October, 2012, 16:12 Euro area flash PMI points to continued slowdown in October
Euro area flash PMI points to deepening slowdown.
German IFO business confidence continues to fall in October
Economy, Europe. 24 October, 2012, 16:05 German IFO business confidence continues to fall in October
German IFO disappoints.
HSBC/Markit Flash China manufacturing PMI shows slowing pace of contraction in October
China, Economy. 24 October, 2012, 10:18 HSBC/Markit Flash China manufacturing PMI shows slowing pace of contraction in October
HSBC/Markit flash China manufacturing PMI points to a slowdown of the pace of the slowdown.
People’s Bank of China injects RMB91 billion via open market operation
China, Economy. 23 October, 2012, 11:53 People’s Bank of China injects RMB91 billion via open market operation
PBOC injects RMB 91 billion via reverse repo today.
China’s money outflow decreased substantially in September
China, Economy. 20 October, 2012, 15:15 China’s money outflow decreased substantially in September
Position for forex position turns positive in September as the size of outflow reduced.
China FDI was down 6.8% yoy in September
China, Economy. 19 October, 2012, 14:22 China FDI was down 6.8% yoy in September
FDI continues to show negative growth in September.
China’s economy in Q3: the good, the bad, and the absurd
China, Economy. 18 October, 2012, 15:36 China’s economy in Q3: the good, the bad, and the absurd
The good, the bad, and the absurd.
People’s Bank of China injects RMB30 billion via open market operation
China, Economy. 18 October, 2012, 12:05 People’s Bank of China injects RMB30 billion via open market operation
PBOC injects RMB30 billion today, but it withdraws a net RMB221 billion for the week.
China’s retail sales increased by 14.2% yoy in September
China, Economy. 18 October, 2012, 10:55 China’s retail sales increased by 14.2% yoy in September
Retail sales is up 14.2% yoy in September, better than expected.
China’s fixed asset investment growth picked up in September
China, Economy. 18 October, 2012, 10:45 China’s fixed asset investment growth picked up in September
Fixed asset investment YTD +20.5% yoy.
China’s industrial production increased by 9.2% yoy in September 2012
China, Economy. 18 October, 2012, 10:30 China’s industrial production increased by 9.2% yoy in September 2012
Industrial production increased by 9.2% yoy in September, better than expected.
China’s GDP increased by 7.4% yoy in third quarter 2012
China, Economy. 18 October, 2012, 10:13 China’s GDP increased by 7.4% yoy in third quarter 2012
China’s GDP growth slowed to 7.4% yoy in the third quarter.
China remains a top foreign holder of US Treasurys, but the size of holding shrinks
Economy, United States. 17 October, 2012, 13:33 China remains a top foreign holder of US Treasurys, but the size of holding shrinks
China remains a top foreign holder of US Treasury securities, but the pace of accumulation
People’s Bank of China injects RMB76 billion via reverse repos
China, Economy. 16 October, 2012, 13:03 People’s Bank of China injects RMB76 billion via reverse repos
People’s Bank of China injects RMB76 billion into the banking system.
The Tale of two Chinas: the diverging growth trajectories
China, Economy. 16 October, 2012, 11:32 The Tale of two Chinas: the diverging growth trajectories
Althought the current slowdown might be structural, the less developed part of China should still be growing faster.