Category Archives: China

COTD: U.S. Job Killers, You Decide

. (COTD = Chart of the Day)

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Word of the Day: “Baofahu”

“a Chinese term for people who have experienced an “explosion” of wealth but lack financial and cultural sophistication. Shanxi is a hotbed for such investors, many of whom got rich during the coal boom. “They just look at the yield,” … Continue reading

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China’s Caixin service PMI rises to 17-month high

The Caixin China Services PMI rose to 53.4 in December of 2016 from 53.1 in November while market expected 53.3. It was the fastest growth since July 2015, as new orders rose the most in 17 months and business expectations … Continue reading

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QOTD: Easy To Be Bearish On China

…it is easy to be “too pessimistic” about the Chinese economy. “Looking at macro stuff in China does that to people.  Things are much more optimistic at a micro level.”.   –  Jeffrey Towson, Peking Universtity  via FT (QOTD = Quote … Continue reading

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Nattie Fresh!

Take a look at the chart below, which shows a series of CO2 emissions versus Natural Gas’ Share of Electric Power Consumption.    The increase demand for the “clean fossil fuel” versus  burning dirty coal to fire electric plants has … Continue reading

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Who is most exposed to China slowdown? – FT

The countries most exposed to China’s slowing economy are not necessarily those you’d expect. Nikolaos Panigirtzoglou, global market strategist with JPMorgan Investment Bank, talks to the FT’s capital markets editor Dan McCrum about the banking, investment and trade links that … Continue reading

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China’s capital flight explained – FT

James Kynge, FT emerging markets editor, explains in 90 seconds how record capital outflows from China and tightening controls by Beijing are affecting companies and individuals. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video … Continue reading

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China’s black Monday — fallout and Fed – FT

What heralded Chinese stock collapse and return to data watch Perhaps China’s black Monday should not have been such a shock. As calm returns to markets, the FT’s Elaine Moore and Roger Blitz discuss what led up to the collapse … Continue reading

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Are market bears just cuddly pandas – FT

James Mackintosh on rally after China dip The retreat in equities may have been triggered by China but markets moved so rapidly because investors were overly complacent. James Mackintosh, investment editor, questions the forces pushing for a deeper drop and … Continue reading

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Two signals from China – FT

After a wild day of trading on world markets, John Authers suggests that the yuan’s appreciation late in the day may have sent a more important signal than its earlier devaluation. ► Authers’ Note: http://bit.ly/1Liu16x (click here if video is … Continue reading

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