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INFORMATIONAL POSTS

INFORMATIONAL POSTS

China Blog
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Five important things to note about China’s debt burden
China's Renewed Housing Boom to Support Short-term Growth.
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China April PMI Numbers Modestly Lower, but Point to a Rebound in Old Economy Sectors
China's Housing Boom 2.0 Continues. Construction Activity Improves.
December economic data chartbook.
Data Update: Trade Data Improves, Shows Limited Upside for Yuan Devaluation Policy
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China 2015 in review: Lots of turmoil, lots of rebalancing progress.
China 2016: A brief overview of expectations
Important reforms accompany PBOC easing
Data Update: Trade data points to weak China manufacturing and potentially weaker global growth. But commodity demand improved.
China commodities: Falling demand in a sea of expanding global supply.
Should We Believe China's GDP Data?
Quick Data Update: Trade data negative again in August
The CNY fixing drops and the PBOC releases loan data
China trade numbers decline as Beijing maintains strong CNY, and commodity prices decline.
Quick Update: Fiscal Boost Finally on the Way?
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Quick Data Update: Manufacturing PMI still weak, but services PMI improving.
Stock market update: Beijing vs. Irrational investors. No one seems to be winning.
Despite stock market volatility, growth prospects look better for the second half of 2015.
China's property market continues to improve.
7% GDP growth? Probably not.
7% GDP growth? Probably not.
Quick Data Update: Q2 GDP grew at 7%, driven by a strong service sector.
Quick Data Update: Q2 GDP grew at 7%, driven by a strong service sector.
Quick Data Update: PMIs show manufacturing is stable but still weak; services rebounded.
Quick Data Update: Benchmark rates cut again. These rate cuts are different.
Quick Data Update: Rebound in house prices, as sales grow over 16% on the year.
Quick Data Update: China's economy probably grew around 6.7% in May. A policy driven measurable pick-up in activity is not yet in sight.
New property price map
Quick Data Update: Inflation remains low in May
China's May trade numbers: Modest improvement in exports, but most signs still point to very weak growth.
New trade maps.
Featured
On the subject of stock market turmoil
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Decades-Old One-Child Policy Ended
Rebalancing to consumption is grinding forward, but don't expect Chinese consumers to revive global growth.
China's Onshore Bond Market Continues to Evolve
中国房地产的市场反弹：两类城市，两样景气
Recent Study: 1.6 million deaths each year across China can be attributed to air pollution.
The CNY's crazy week.
Structural Growth Headwind: Water Problems
Structural Growth Headwind: Water Problems
Reflation Troubles
How does this happen in the world's second largest stock market? Chinese firms halt trading in their shares to stop the price declines.
How does this happen in the world's second largest stock market? Chinese firms halt trading in their shares to stop the price declines.
China stock market interventions are a setback to reforms.
China stock market interventions are a setback to reforms.
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New Infographic: Capital Flow Schemes
What if I am wrong about a hard landing? What countries are at risk and what countries should we not worry about?
China's Debt Burden: Some Key Developments in 2015.
China's stock market surge by the numbers.
China's ambitious renewable energy investments.
Be vigilant over indebted Chinese firms, but don't freak out about China's debt load.
Charts with labels.
A quick update on recent IMF comments.
China/Brazil trade and investment deal. What's in it?
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The "Li Keqiang" Index: Why is that still a thing?
Will China's share issuance help fix China Inc's debt problem?