Posts Tagged Economy
File not found. PBOC to allow more flexibility for Chinese Yuan exchange rate
The People’s Bank of China will increased the trading band of Chinese yuan from ±0.5% to ±1% from next Monday onwards.
No matter how fast or slow China is growing, don’t cheer nor mourn
No matter how fast or slow the Chinese economy is growing at the present moment, it is important to keep in mind that those huge problems remain.
As China slows, is the commodity super-cycle over?
Three teams within Credit Suisse are fighting with each other on whether the China-driven commodity super-cycle is over.
China records capital inflow in February 2012
Position for FX Purchase remained stable. Taken into account the trade deficit, China records inflow for the first time since October 2011.
A few thoughts on a few things that Wen Jiabao said
Wen Jiabao has said nothing that we have not already known, but the market did not seem to quite like what he has said.
JPMorgan: “Chinese economy already in hard landing”
Adrian Mowat of JPMorgan said China’s hard landing is a fact, not a matter for debate anymore.
Loans demand continues to be weak in China
Credit demand continues to appear weak in China, with 3 or the big 4 banks showing negative growth in loans for the first 2 weeks of March.
Nomura Revised China’s 2012 GDP growth forecast upward
Nomura has revised China’s 2012 GDP growth up from 7.9% to 8.2% as FAI growth is stronger than expected and import growth was lower.
Commodities, Markets. 12 March, 2012, 16:55
Revisiting that alternative hypothesis on gold
We revisit the weird alternative hypothesis on gold, and see if it will have anything to do with the Chinese economy.
PBOC’s Zhou: cutting RRR not a sign of policy easing
PBOC’s Zhou Xiao Chuan said there is a lot of room to cut RRR, but cutting RRR is not a sign of monetary easing.
China’s trade deficit hits record in February 2012
China records the biggest trade deficit since 1989 in February with very weak exports growth, while imports growth surprised on the upside.
China Monetary Statistics For February 2012
Money supply growth picked up slightly in February, but remains relatively slow, while new loans disappointed the market once again.
China’s industrial production and retail sales miss estimates. FAI growth beats estimate.
Industrial production and retail sales for Jan-Feb missed estimates, while fixed-asset investment growth was above consensus.
China’s inflation slowed to 3.2% in February 2012
China’s inflation slowed to 3.2% yoy in February after a slight pickup in January, giving more rooms for policy accommodation.
Economy, United Kingdom. 8 March, 2012, 20:02
Bank of England MPC maintains interest rate and asset purchase programme unchanged
The Bank of England has decided to leave Bank rate unchanged at 0.5%, and the asset purchase programme (quantitative easing) unchanged at £325 billion.
China Economy: 2012 and beyond (Part 4) – Rebalancing The Economy
Rebalancing will undoubtedly happen, the only important question is how it will look like.
China Economy: 2012 and beyond (Part 3) – Debts
While no one is sure how many debts there are in China, there are certainly more than anyone could imagine.
China Economy: 2012 and beyond (Part 2) – Real Estate Bubble
There are simply too many properties that exist, and too many are being built and will be built.
China Economy: 2012 and beyond (Part 1) – Demographics
While population ageing means labour shortage further down the road, whether it will be inflationary is a big problem.
China economy: 2012 and beyond
Every thing from demographics to real estate bubble.