The Chinese economy is facing three secular headwinds that conspire to slow its economic growth considerably. Demographics are turning from a tailwind to a headwind and diminishing returns of the credit led boom have already set in. The necessary deleveraging process isn’t likely to produce a financial implosion, but it will slow growth significantly and […]
Entries Tagged as 'China'
December 25th, 2017 · Comments Off on A Chinese Lost Decade?
November 27th, 2017 · Comments Off on What China Can Teach Us About Economic Growth
After the enactment of US tax cuts supposedly comes infrastructure spending. As experiences go, the latter is likely to be a bigger booster for economic growth. While the US economy actually doesn’t need any kind of stimulus right now, it does need better infrastructure. These plans would have been much better half a decade ago […]
January 24th, 2016 · Comments Off on How To Navigate These Dangerous Markets | Seeking Alpha
The markets are extremely dangerous territory right now. It is all about China: The risks of a substantial yuan devaluation are considerable, but not necessarily imminent. This means that the risks are large, but medium-term. We provide some pointers regarding what to look out for as you navigate the markets. Source: How To Navigate These […]
June 17th, 2013 · Comments Off on Epic Chinese credit bubble
Overall credit has jumped from $9 trillion to $23 trillion since the Lehman crisis. “They have replicated the entire US commercial banking system in five years,” she said. Chinese credit bubble reaching dangerous levels
June 4th, 2013 · Comments Off on Chinese economy rebalancing
These challenges can be distilled into one statistic: household consumption accounts for only around 38 percent of China’s gross domestic product. via Chinese economy rebalancing.
April 14th, 2013 · Comments Off on The poison out of China
According to the World Bank, only one percent of China’s 560 million urban residents breathe air considered safe by EU standards. via The poison out of China.
September 16th, 2012 · Comments Off on China – Rising Or Falling?
July 5th, 2012 · Comments Off on Chinese solar companies dominate on massive Chinese stimulus
China is five-folding it’s domestic solar market in 2015, guess who the winners will be..
February 16th, 2012 · Comments Off on China crash imminent?
We don’t think so, but others do, so we kick some tires..
January 24th, 2012 · Comments Off on Do we compete with China?
Less than you might think..