China slowdown, but holidays add complications

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Chinese trade and inflation data Chinese trade: The Chinese trade balance swung from a surplus of US$31.86 billion in January to a deficit of US$22.98 billion in February. The result is

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2014: A transitional year for the iron ore and steel market

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The relationship between the supply of iron ore and steel consumption in China has been the dominant theme in the bulk commodity space for the past five years, as China’s

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Looking beyond the dragon: PM CAPITAL says Asian growth doesn’t stop with China

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Investment focus on domestic consumption in regional economies; Malaysia, Philippines, Singapore, Vietnam feature in ‘bottom up’ – not macro thematic – approach PM CAPITAL has said that the majority of

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China on track

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Key points Chinese growth seems to be stabilising around 7.5%. Chinese debt levels have risen rapidly, but from a low base and the authorities are trying to slow it down.

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Chinese economy: firm growth, low inflation

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Chinese activity and trade data were close to market expectations in May but inflation data printed below economist forecasts. What do the figures show? Retail trade rose at a 12.9

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China: A sweet set of numbers

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China’s annual inflation rate fell from 2.5 per cent to 2.0 per cent in January, in line with forecasts for a result near 2.0 per cent. Over the month inflation

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Data supports new Chinese spending plans

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Latest Chinese data has retail sales up by 13.2 per cent in the year to August (consensus 13.2 per cent); industrial production up 8.9 per cent – the weakest rate in

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China: Well-placed for a second half recovery

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Chinese retail sales rose by 13.1 per cent on a year ago (consensus 13.5 per cent); industrial production was up 9.2 per cent (consensus 9.7 per cent); and fixed asset

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China – can it save us again?

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Investors and businesses, here and overseas, are closely watching China to see if it can once again pull itself and the West out of a downturn. Market sentiment regarding China

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The outlook for China

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Fidelity Worldwide Investment’s portfolio managers with an interest in China expect further easing in the country’s monetary policy, driven by Beijing’s need to inject more liquidity as money supply and

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