Tag
#China
89 articles
The Chinese Value Trap
Investors involved in Chinese equities have transitioned their focus from pursuing growth prospects to seeking undervalued opportunities.
10 Sept 2023
Going Long On China?
Researchers at JPMorgan Chase estimated last month that China's overall debt, encompassing households, companies, and the government, had surged to 282% of the country's annual economic output.
22 Aug 2023
Deflation? The First Signs
China's economy has entered a period of deflation as consumer prices experienced their first decline since early 2021.
16 Aug 2023
A $ 12 Trillion Problem
China's "basket of measures" to address the risks posed by local government debt is anticipated to encompass a range of strategies, including special bond issuance, debt swaps, loan extensions, and a measure that Beijing has been reluctant to embrace: tapping into the central budget.
14 Aug 2023
China, The New Japan?
In the early 1990s, Japan captured the American imagination, but its remarkable rise turned into a prolonged decline, mainly due to demography.
09 Aug 2023
Deflationary Forces Build Up
Consumer prices in China approached the brink of deflation, intensifying the need for policymakers to implement additional stimulus measures to revive sluggish demand.
14 Jul 2023
Beijing Unveils Measures to Regulate Key Metal Exports
In a move aimed at safeguarding national security and preserving its interests, China's Ministry of Commerce declared on Monday that it would enforce export controls on certain metals extensively utilized in the semiconductor sector.
06 Jul 2023
Warming U.S. - China Relations
Secretary of State Antony Blinken engaged in discussions with China's top diplomat Wang Yi in an effort to prevent escalating tensions between the two rival powers from spiraling into conflict.
22 Jun 2023
Uncertain Climate
The latest reports on jobs and inflation present a complex and nuanced outlook as the labor market continues its recovery from the profound shortages witnessed in the wake of the pandemic.
12 Jun 2023
EV Deliveries Plunge In China
Xpeng has projected that its vehicle deliveries for the second quarter will range between 21,000 and 22,000, indicating a year-over-year decline of approximately 36.1% to 39.0%.
31 May 2023
Europe's Belt And Road
Italy's decision to join China's Belt and Road Initiative (BRI) is back in the spotlight, as Rome's new leadership faces a deadline to potentially end the agreement.
13 May 2023
May 2023 - Commentary
Interest rates might remain elevated for some time as inflation drags along. A series of broader systemic issues such as the ongoing banking crisis in the U.S.A., uncertainties related to the war in Ukraine and the re-start of the Chinese economy weight on some major companies in Europe and abroad.
05 May 2023
Apple Bets Big On India
Apple CEO Tim Cook has been optimistic about India for years, and now the tech giant is expanding its footprint in the country while reducing its reliance on China.
28 Apr 2023
Europe Rethinks Ties with China
The Dutch intelligence agency's warning was issued shortly after Emmanuel Macron's visit to the country, during which he suggested that the EU should remain neutral in any potential conflict between the US and China
25 Apr 2023
China's Car Market Booms
At the Shanghai auto show, global auto executives are returning to a vastly different market than the one they left in 2021. China-made brands now dominate key segments, propelled by new electric-drive models that are gaining ground both domestically and internationally.
19 Apr 2023
E.U. And China Meet
French President Emmanuel Macron and EU chief Ursula von der Leyen are currently holding talks with Chinese leaders in Beijing. These discussions could mark a new direction for the bloc's relationship with China, which has been strained in recent years.
10 Apr 2023
China's Manufacturing Loses Momentum
China's manufacturing industry, which accounts for one-third of the world's second-largest economy, lost momentum in March due to weak export orders, hindering the country's economic recovery from COVID-19 restrictions.
05 Apr 2023
China's Restart
After years of pandemic-driven disruptions, factory managers and workers are finally seeing the light at the end of the tunnel. The country rapidly removed restrictions of movement in December, a move that greatly increased the number of COVID-19 cases and caused further disruptions.
30 Jan 2023
It's Not All Doom And Gloom
Since Russia's invasion of Ukraine in January, investor sentiment in Germany has improved for the first time. This is another indication that the slowdown in Europe's largest economy may not be as severe as initially anticipated.
27 Jan 2023
China's Factory Activity Slows Down
According to the National Bureau of Statistics, October saw a decline in factory activity in China as a result of recurrent Covid outbreaks. According to the report, the official purchasing managers' index for manufacturing decreased from 50.1 in September to 49.2 last month.
23 Dec 2022
