Search Results for: label/***CHINA WATCH

CHINA: RISK ASSESSMENT

From CLSA’s Andy Rothman Two broad themes arise from China’s November data. First, Beijing is making a clear effort to avoid overheating and double-digit GDP growth next year by continuing to reduce the volume of its stimulus program. Lending, the … Continue reading

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China’s Economy Is Forecast to Grow 7.5% in 2009

It now looks like the Chinese government did its part to help save the world. Early in 2009, I wrote that 4 conditions were needed to get out of the economic mess: freer credit conditions, stabilization of the housing market, … Continue reading

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China’s Industrial Output Returns to ‘Normal’. Retail Sales Rise.

Growth in China’s industrial production slowed in April from the previous month even as the government continued to ramp up stimulus efforts, showing that rapid recovery in the world’s third-largest economy is not yet assured. China’s industrial output in April … Continue reading

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China: More Encouraging News

China’s current economic environment remains challenging, but growth may have passed its phase of maximum weakness. Last week’s data release showed that the Chinese economy expanded 6.1% in the last quarter from a year ago, slowing further from a 6.8% … Continue reading

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China’s PMI for April signals further upswing underway

Industrial activity shows expansion for second-straight month China’s Purchasing Managers Index rose further above the expansionary threshold of 50 in April, adding to growing evidence that the worst of the output slump that shuttered factories and led to millions of … Continue reading

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CHINA WATCH: CAUTION FROM ELECTRICITY OUTPUT

China’s economy appears on the verge of turning around, even Roubini admits. Recent government data and prognosis certainly point to that. Let’s not forget that the Chinese government controls a lot of this info. Electricity output, seen as a proxy … Continue reading

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Chinese Consumers Buck Trend by Spending More

Prime Minister Wen Jiabao said Beijing’s stimulus measures are helping consumer spending and growth, and while he warned of some "prolonged difficulties" as the financial crisis spreads, foreign auto makers and other manufacturers already are seeing an unexpected rebound in … Continue reading

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Bloom or bust?

After months of gloom, some say the signs of economic revival are in full bloom. The Globe’s Barrie McKenna looks at the numbers and matches them with reality Call them what you will: Glimmers of hope, tentative signs or green … Continue reading

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China’s quarterly growth slows to 6.1%

You had CLSA’s Andy Rothman’s preview yesterday (CHINA WATCH: CHINA’S Q1 PREVIEW). Q1 is now behind us. For a good assessment of what is ahead, read Andy’s preview which included an excellent wrap-up of the state of the Chinese economy. … Continue reading

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CHINA WATCH: China Turns a Corner as Spending Takes Hold

I have said many times here that there are four conditions for a sustained economic recovery: Credit Markets must function properly (it is better not quite there yet), the Housing Market must stabilize (not there yet), US Consumers must find … Continue reading

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ROUBINI: The Outlook For China’s Economy

Mr. Roubini is softening his stance on China (see ROUBINI’S LATEST EPISTLE: LONG ON WORDS, SHORT ON FACTS). For continuous monitoring of the Chinese economy see China Watch. Even with a recovery, things won’t be the same again. China, the … Continue reading

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Why China Can’t Save the World

Counting on China to jump-start the global economy is wishful thinking, unless its massive population magically morphs into a nation of spenders. CHINA’S STOCK MARKET IS off to a bullish start in the Year of the Ox. The "A"-shares market … Continue reading

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