China Tag

More Evidence of China Slowing Permeating Asia – 7/28/2015

28 Jul, by Bryce Coward, CFA in Economy

Today's edition of our diary of weak Asian economic stats focuses on the recently released trade and industrial production numbers out of Thailand and the trade numbers from Hong Kong. The Thai economy is feeling the pain of the Chinese slowdown acutely even in the most...

More Evidence of China Slowing Permeating Asia – 7/16/2015

16 Jul, by Bryce Coward, CFA in Economy

Yesterday saw a few more weaker data points out of Australia and South Korea that are worthy of mention. Namely, Australian consumer confidence dropped again to around the lowest it's been since 2009 and South Korea unemployment remained at its cycle highs. No matter what...

More Evidence of China Slowing Permeating Asia – 7/9/2015

09 Jul, by Bryce Coward, CFA in Economy, News

Yesterday and today were host to a few more macro data points all signaling basically the same thing - a synchronized slowdown in Asia which appears to be driven by China. In the five charts below we show that Chinese CPI remains anemic while PPI...

More Evidence of China Slowing Permeating Asia – 7/7/2015

07 Jul, by Bryce Coward, CFA in Economy

It seems as though each day we see more evidence of China's economic slowing affecting its neighbors. When a force as large as China slows dramatically, we should expect as much. Here are today's regional economic releases: Taiwan YoY export growth hitting multi-year lows: Taiwan CPI in...

Why Chinese Stocks are in a Bear Market and it Doesn’t Matter

02 Jul, by Bryce Coward, CFA in Markets

Chinese stocks are down a cool 30% from their high less than one month ago, but it matters little to most investors. Despite the much touted opening moves by China to allow foreign participation in their stock markets, the reality is that most foreign investors still...

China’s Economic Slowdown Starting to Affect its Neighbors

26 Jun, by Bryce Coward, CFA in Economy, Markets

The last few weeks has seen some notable weakness in a few economic indicators in peripheral Asian countries. We've noted the connection between falling Chinese industrial output and copper and oil prices for some time, but now the Chinese slowdown is being felt in things...

Can Crude and Copper Keep Rallying with China Slowing?

14 May, by Knowledge Leaders Team in Economy

Yesterday saw the monthly slue of Chinese economic stats and the key feature among them was the continued broad-based weakness. The weakness in some of these statistics has been so pronounced (some things like IP and retail sales are at levels near or below those...

China Slowing is Evident Everywhere Except GDP

16 Oct, by Knowledge Leaders Team in Uncategorized

The last few days brought another round of rather weak economic readings out of China. We saw total social financing (loans) drop to the lowest growth rate since 2006, measures of inflation turn lower, foreign direct investment decline on a year-over-year basis for the first...

Australian Consumer Confidence Points to Lower Output in US and China

10 Sep, by Knowledge Leaders Team in Uncategorized

Australia, being one of the world’s biggest commodity producers, finds itself at the very beginning of the global supply chain for infrastructure investment and many manufactured products. It makes sense then, that magnitude and directional changes in the pace of global investment and consumption would...