China Tag

Chinese Stocks Are Flirting with a Downside Breakout

04 Jun, by Knowledge Leaders Team in Uncategorized

Major Chinese stock indices have been in a bear market for six years now and currently find themselves testing the lower bound of what may or may not prove to be a base. We’ll be watching carefully to see if the lows set in 2012...

Chinese Economic Data Just Continues to Disappoint

14 May, by Knowledge Leaders Team in Uncategorized

Despite the fact that Chinese private sector debt is growing at nearly twice the rate of overall GDP growth, as we highlighted here, Chinese economic data continues to miss expectations to an extent not seen since 2008-2009 (first chart below)....

More Weak Chinese Econ Data Confirms Copper Rout

13 Mar, by Knowledge Leaders Team in Uncategorized

Chinese economic data continues to come in on the weak side as today brought disappointing retail sales and industrial production figures. These data represent January and February cumulative totals so they should not be affected significantly by the timing of the Chinese New Year holiday....

What Is The Australian PMI Telling Us About Chinese Growth?

05 Mar, by Knowledge Leaders Team in Uncategorized

With the monthly slue of manufacturing PMI data now in we thought it interesting that Australia posted a nice rebound while China showed a further deterioration (Chart 1). Granted, the Australian data series is much more volatile than the Chinese series, but the two indices...

Australia Employment Suggests Further Slowing in China

14 Feb, by Knowledge Leaders Team in Uncategorized

The unemployment rate in Australia increased again last month to 6% signaling a further slowdown in Chinese GDP growth. The logic here is that as China moves away from an investment led growth model (that requires a large amount of natural resources) its level of...