Tag Archives: China

IMF calls for China banks to boost capital buffers – FT

The IMF has called on China’s banks to strengthen their capital buffers beyond global rule requirements in order to fortify themselves against the risk of an economic shock. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs   Advertisements

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How Xi Jinping Went From Feeding Pigs to Ruling China

How did Xi Jinping go from being a provincial politician to China’s paramount leader in such a short period of time? In this Bloomberg Profile, we look at the life of China’s 7th President and his campaign against dissent. ———- … Continue reading

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Five markets charts for investors – FT

The FT markets team’s focus this week: a Chinese stocks rally, the sovereign debt market being crowded by central banks’ bonds re-purchasing programmes, trades with zero yield climb to $11tn, and US money supply growth might mean the bull market … Continue reading

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QOTD: President Trump, The Risk Taker?

Context:  China’s Americanologists trying to understand President Trump’s North Korea policy : “There is a major debate in the US right now about whether the US president is really a risk taker or just playing a risk taker,” said Mr Harold. … Continue reading

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COTD: China Levers Up As ROW Does Opposite

We knew that credit expansion is the mother’s milk of economic growth,  but even this chart surprised us.   The global nominal private non-financial debt level x/ China has been flat since 2008.   As in flat in nominal terms not as … Continue reading

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Shanghai Breakout

Man, emerging market equities are in total beast mode. The emerging markets index MSCI Ishares ETF (EEM) is up almost 30 percent on the year.  Turkey and Argentian up almost 40 percent.  India,  Brazil, and Korea almost 20 percent. Emerging … Continue reading

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China Obsessed With Wealth Effect

We discussed the increasing role of the “wealth effect” in U.S. monetary policy and a key driver of aggregate demand in out last post,  The Gold-Bond Correlation And Other Macro Observations. Nothing compared to China, however. Why are investments so … Continue reading

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QOTD: AI And China

China recognizes that AI will be critical to its future “comprehensive national power” – The Diplomat

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COTD: Guess Who Is Growing And Who Is Not?

We will give you a hint: …credit is the mother’s milk of growth; without credit the economy cannot flourish. And credit cannot flow freely without a well-functioning financial system. – Mark Zandi But as Japan and the others illustrate, there’s … Continue reading

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COTD: China’s Financial System

. China’s financial system consists of six major entities: The People’s Bank of China, governments, commercial banks, financial institutions, enterprises, and individuals. The People’s Bank of China is a national bank, invested by the government. Though the People’s Bank of … Continue reading

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