China Just Crossed A Landmark Threshold
Frank Holmes - Seeking Alpha - Tue Feb 10, 10:29AM CST
Back in July 2013, the think tank Heritage Foundation predicted that China's outbound investment "could very well exceed $80 billion [by the end of the year] and is on course to breach $100 billion by about 2016." With all due respect to...
XPP: 73.36 (+0.86), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), CHXF: 53.10 (+0.30), YAO: 28.18 (+0.30), YINN: 38.57 (+0.69), YXI: 27.30 (unch), CN: 34.87 (+0.34), MCHI: 52.12 (+0.31), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27)
Chinese Economy Continues In Recession
Ironman at Political Calculations - Seeking Alpha - Tue Feb 10, 7:16AM CST
As expected , China's economy rebounded a bit in December 2014. However, the size of the rebound indicates that the nation's economic distress is continuing. Our chart below, showing our alternate economic health indicator of the year-over-year...
XPP: 73.36 (+0.86), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), CHXF: 53.10 (+0.30), YAO: 28.18 (+0.30), YINN: 38.57 (+0.69), YXI: 27.30 (unch), CN: 34.87 (+0.34), MCHI: 52.12 (+0.31), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27)
Eco Data - Inflation Data For January 2015
China Stock Research - Seeking Alpha - Tue Feb 10, 6:55AM CST
Official inflation data for January 2015 showed a notable drop in both consumer and producer prices. January's CPI fell to a +0.8% YoY pace vs. +1.5% in December 2014, and PPI dropped to -4.3% YoY vs. -3.3% recorded last month. This month's data...
XPP: 73.36 (+0.86), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), CHXF: 53.10 (+0.30), YAO: 28.18 (+0.30), YINN: 38.57 (+0.69), YXI: 27.30 (unch), CN: 34.87 (+0.34), MCHI: 52.12 (+0.31), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27)
A Recession With Chinese Characteristics
Matthew Cowie - at Seeking Alpha - Tue Feb 10, 6:52AM CST
XPP: 73.36 (+0.86), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), CHXF: 53.10 (+0.30), YAO: 28.18 (+0.30), YINN: 38.57 (+0.69), YXI: 27.30 (unch), CN: 34.87 (+0.34), MCHI: 52.12 (+0.31), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27)
China rises on stimulus hopes
Seeking Alpha - at Seeking Alpha - Tue Feb 10, 1:34AM CST
EWH: 21.78 (+0.10), PEK: 45.04 (+0.17), CNXT: 33.89 (+0.56), KBA: 45.53 (+0.31), CQQQ: 36.39 (+0.41), YINN: 38.57 (+0.69), CHXF: 53.10 (+0.30), FXP: 38.91 (-0.47), EWHS: 26.51 (-0.27), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), YAO: 28.18 (+0.30), FCHI: 52.73 (+0.52), ASHR: 35.67 (+0.29), ASHS: 37.81 (+0.51), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27), XPP: 73.36 (+0.86), KWEB: 33.34 (+0.39), TAO: 21.60 (+0.15), ECNS: 44.71 (+0.36), CHNA: 35.95 (+0.47), QQQC: 22.20 (+0.17), CHIX: 15.66 (+0.09), KFYP: 63.62 (-1.18), HAO: 25.39 (+0.17), MCHI: 52.12 (+0.31), CHIM: 14.70 (unch), YANG: 9.94 (-0.17), CHIQ: 12.98 (+0.17), CHIE: 13.11 (+0.02), FHK: 40.34 (-0.09), YXI: 27.30 (unch), CHII: 13.51 (+0.49), CN: 34.87 (+0.34)
China's Imports Drop 20% Explaining PBoC Action; China Watchers Clueless
Sober Look - Seeking Alpha - Mon Feb 09, 4:51AM CST
China's trade report this weekend was dismal. Exports dropped 3.3% vs. economists' consensus of a 6.3% increase from last year. That is a 10% miss, demonstrating that the global community of professional China watchers does not have a clue about the...
XPP: 73.36 (+0.86), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), CHXF: 53.10 (+0.30), YAO: 28.18 (+0.30), YINN: 38.57 (+0.69), YXI: 27.30 (unch), CN: 34.87 (+0.34), MCHI: 52.12 (+0.31), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27)
China posts weak trade data
Seeking Alpha - at Seeking Alpha - Mon Feb 09, 1:17AM CST
EWH: 21.78 (+0.10), PEK: 45.04 (+0.17), CNXT: 33.89 (+0.56), KBA: 45.53 (+0.31), CQQQ: 36.39 (+0.41), YINN: 38.57 (+0.69), CHXF: 53.10 (+0.30), FXP: 38.91 (-0.47), EWHS: 26.51 (-0.27), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), YAO: 28.18 (+0.30), FCHI: 52.73 (+0.52), ASHR: 35.67 (+0.29), ASHS: 37.81 (+0.51), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27), XPP: 73.36 (+0.86), KWEB: 33.34 (+0.39), TAO: 21.60 (+0.15), ECNS: 44.71 (+0.36), CHNA: 35.95 (+0.47), QQQC: 22.20 (+0.17), CHIX: 15.66 (+0.09), KFYP: 63.62 (-1.18), HAO: 25.39 (+0.17), MCHI: 52.12 (+0.31), CHIM: 14.70 (unch), YANG: 9.94 (-0.17), CHIQ: 12.98 (+0.17), CHIE: 13.11 (+0.02), FHK: 40.34 (-0.09), YXI: 27.30 (unch), CHII: 13.51 (+0.49), CN: 34.87 (+0.34)
Eco Data - Exports And Imports For January 2015
China Stock Research - at Seeking Alpha - Sun Feb 08, 6:02AM CST
The Chinese Customs Bureau released trade data for January which showed both imports and exports falling YoY faster than expected, and a strong USD meant that the country reported a staggering 60 billion USD trade surplus. Imports were down -19.9%...
XPP: 73.36 (+0.86), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), CHXF: 53.10 (+0.30), YAO: 28.18 (+0.30), YINN: 38.57 (+0.69), YXI: 27.30 (unch), CN: 34.87 (+0.34), MCHI: 52.12 (+0.31), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27)
Cheap Oil And Deflation - Made In China: Global Economics And Markets Outlook Q1 2015
Alpha Now at Thomson Reuters - Seeking Alpha - Sat Feb 07, 8:26AM CST
By Philip Lachowycz Both Sir John Gieve and Shamik Dhar were generally in agreement that China was slowing, although Shamik Dhar felt that there was some positive news on supply side reform. Sir John felt that the CMI was particularly important...
XPP: 73.36 (+0.86), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), CHXF: 53.10 (+0.30), YAO: 28.18 (+0.30), YINN: 38.57 (+0.69), YXI: 27.30 (unch), CN: 34.87 (+0.34), MCHI: 52.12 (+0.31), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27)
How Service Sector Needs And Shadow Banking Are Reshaping Chinese Capital Markets
Market Integrity Insights - Seeking Alpha - Fri Feb 06, 1:42PM CST
By Alan Lok, CFA In my recent post on " The Impact of Population Dynamics on the Chinese Capital Markets ," we examined the effect of demographic shift on the Chinese economy and the likely problems it will pose. In this post, we will...
XPP: 73.36 (+0.86), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), CHXF: 53.10 (+0.30), YAO: 28.18 (+0.30), YINN: 38.57 (+0.69), YXI: 27.30 (unch), CN: 34.87 (+0.34), MCHI: 52.12 (+0.31), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27)
China's Monumental Debt Trap - Why It Will Rock The Global Economy
David Stockman - Seeking Alpha - Fri Feb 06, 8:25AM CST
Bloomberg News finally did something useful this morning by publishing some startling graphs from McKinsey's latest update on the worldwide debt tsunami. If you don't mind a tad of rounding, the planetary debt total now stands at $200 trillion...
EWH: 21.78 (+0.10), PEK: 45.04 (+0.17), CNXT: 33.89 (+0.56), KBA: 45.53 (+0.31), CQQQ: 36.39 (+0.41), YINN: 38.57 (+0.69), CHXF: 53.10 (+0.30), FXP: 38.91 (-0.47), EWHS: 26.51 (-0.27), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), YAO: 28.18 (+0.30), FCHI: 52.73 (+0.52), ASHR: 35.67 (+0.29), CBON: 24.41 (-0.08), ASHS: 37.81 (+0.51), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27), XPP: 73.36 (+0.86), DSUM: 24.08 (-0.04), KWEB: 33.34 (+0.39), CHNB: 74.67 (unch), TAO: 21.60 (+0.15), ECNS: 44.71 (+0.36), CHNA: 35.95 (+0.47), QQQC: 22.20 (+0.17), CHIX: 15.66 (+0.09), KFYP: 63.62 (-1.18), HAO: 25.39 (+0.17), MCHI: 52.12 (+0.31), CHIM: 14.70 (unch), YANG: 9.94 (-0.17), CHIQ: 12.98 (+0.17), CHIE: 13.11 (+0.02), FHK: 40.34 (-0.09), CHII: 13.51 (+0.49), YXI: 27.30 (unch), CN: 34.87 (+0.34)
Debt In The Time Of Wall Street
Ilargi - Seeking Alpha - Fri Feb 06, 4:07AM CST
Harris & Ewing Washington snow scenes April 1924 With all the media focus aimed at Greece, we might be inclined to overlook - deliberately or not - that it is merely a one case study, and a very small one at that, of what ails the entire...
XPP: 73.36 (+0.86), EWG: 29.19 (-0.01), GREK: 13.65 (+0.66), CHXF: 53.10 (+0.30), YINN: 38.57 (+0.69), MCHI: 52.12 (+0.31), YANG: 9.94 (-0.17), SPY: 209.78 (+0.86), FXP: 38.91 (-0.47), DIA: 180.34 (+0.50), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), YAO: 28.18 (+0.30), YXI: 27.30 (unch), CN: 34.87 (+0.34), FXI: 42.98 (+0.27), GXC: 81.15 (+0.54)
With China Slowing, Can Asia Still Be The World's Growth Engine?
CFA Institute Contributors - Seeking Alpha - Fri Feb 06, 3:07AM CST
By Larry Cao, CFA It is widely known in business and finance circles that China has been a significant contributor to global growth. By some estimates, China contributed to as much as a third to worldwide growth from 2010 to 2013. With recent...
XPP: 73.36 (+0.86), EEMA: 60.60 (+0.55), YINN: 38.57 (+0.69), CHXF: 53.10 (+0.30), MCHI: 52.12 (+0.31), EEME: 45.57 (+0.77), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), GMF: 87.70 (+0.63), YAO: 28.18 (+0.30), AZIA: 9.94 (+0.18), YXI: 27.30 (unch), CN: 34.87 (+0.34), FXI: 42.98 (+0.27), GXC: 81.15 (+0.54)
Global Economy Expands At A Modestly Faster Pace In January
James Picerno - Seeking Alpha - Thu Feb 05, 10:23AM CST
Growth picked up a bit at the start of the new year for the global economy, according to business survey data for January. The JPMorgan Global All-Industry Output Index ticked higher last month, rising to 52.8 from December's 14-month low of 52.4. (A...
EWG: 29.19 (-0.01), FKU: 41.59 (-0.16), QESP: 49.40 (unch), DBGR: 26.56 (+0.02), EWP: 34.41 (+0.42), YINN: 38.57 (+0.69), CHXF: 53.10 (+0.30), EWJ: 11.93 (+0.14), DXPS: 26.48 (+0.18), DXJ: 51.69 (+0.57), NKY: 17.98 (+0.14), DAX: 27.55 (+0.02), ITF: 51.12 (+0.79), FXP: 38.91 (-0.47), DBJP: 38.86 (+0.50), FGM: 38.07 (-0.20), PGJ: 28.89 (+0.28), DBUK: 25.22 (+0.01), JPP: 44.14 (unch), FCA: 23.21 (+0.38), YAO: 28.18 (+0.30), EZJ: 86.49 (+2.11), QGBR: 56.81 (+0.24), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27), XPP: 73.36 (+0.86), JPNL: 47.02 (+1.91), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), MCHI: 52.12 (+0.31), HEWG: 26.41 (+0.01), EWV: 57.41 (-1.86), YANG: 9.94 (-0.17), HEWJ: 28.57 (+0.39), EWU: 18.91 (+0.09), FJP: 47.44 (+0.59), YXI: 27.30 (unch), CN: 34.87 (+0.34)
China stocks drop despite easing
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 2:35AM CST
EWH: 21.78 (+0.10), PEK: 45.04 (+0.17), CNXT: 33.89 (+0.56), KBA: 45.53 (+0.31), CQQQ: 36.39 (+0.41), YINN: 38.57 (+0.69), CHXF: 53.10 (+0.30), FXP: 38.91 (-0.47), EWHS: 26.51 (-0.27), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), YAO: 28.18 (+0.30), FCHI: 52.73 (+0.52), ASHR: 35.67 (+0.29), ASHS: 37.81 (+0.51), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27), XPP: 73.36 (+0.86), KWEB: 33.34 (+0.39), TAO: 21.60 (+0.15), ECNS: 44.71 (+0.36), CHNA: 35.95 (+0.47), QQQC: 22.20 (+0.17), CHIX: 15.66 (+0.09), KFYP: 63.62 (-1.18), HAO: 25.39 (+0.17), MCHI: 52.12 (+0.31), CHIM: 14.70 (unch), YANG: 9.94 (-0.17), CHIQ: 12.98 (+0.17), CHIE: 13.11 (+0.02), FHK: 40.34 (-0.09), YXI: 27.30 (unch), CHII: 13.51 (+0.49), CN: 34.87 (+0.34)
More monetary ease in China
Seeking Alpha - at Seeking Alpha - Wed Feb 04, 6:52AM CST
EWH: 21.78 (+0.10), XPP: 73.36 (+0.86), PEK: 45.04 (+0.17), CNXT: 33.89 (+0.56), KBA: 45.53 (+0.31), CHNA: 35.95 (+0.47), CHXF: 53.10 (+0.30), YINN: 38.57 (+0.69), CHIX: 15.66 (+0.09), MCHI: 52.12 (+0.31), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), FHK: 40.34 (-0.09), YAO: 28.18 (+0.30), YXI: 27.30 (unch), CN: 34.87 (+0.34), FCHI: 52.73 (+0.52), ASHR: 35.67 (+0.29), ASHS: 37.81 (+0.51), FXI: 42.98 (+0.27), GXC: 81.15 (+0.54)
February Starts On A Sour Note
China Stock Research - Seeking Alpha - Mon Feb 02, 9:19AM CST
This weekend, the NBS published both manufacturing and non-manufacturing PMI data which pointed to ongoing headwinds in China's economy. Although there were a few bright spots in the data (SMEs marginally improving, some progress in...
XPP: 73.36 (+0.86), VIPS: 21.80 (+0.36), YY: 63.08 (-0.96), KANG: 17.49 (+0.50), CMCM: 20.20 (+0.10), CHXF: 53.10 (+0.30), YINN: 38.57 (+0.69), MCHI: 52.12 (+0.31), TOUR: 15.09 (+0.02), CCIH: 10.50 (+0.01), YANG: 9.94 (-0.17), TAOM: 3.16 (-0.07), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), EHIC: 10.48 (-0.01), WX: 41.53 (+0.45), YAO: 28.18 (+0.30), YXI: 27.30 (unch), CN: 34.87 (+0.34), FXI: 42.98 (+0.27), GXC: 81.15 (+0.54)
Shanghai leads Asian markets down
Seeking Alpha - at Seeking Alpha - Mon Feb 02, 1:19AM CST
EWH: 21.78 (+0.10), PEK: 45.04 (+0.17), CNXT: 33.89 (+0.56), KBA: 45.53 (+0.31), CQQQ: 36.39 (+0.41), YINN: 38.57 (+0.69), CHXF: 53.10 (+0.30), FXP: 38.91 (-0.47), EWHS: 26.51 (-0.27), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), YAO: 28.18 (+0.30), FCHI: 52.73 (+0.52), ASHR: 35.67 (+0.29), ASHS: 37.81 (+0.51), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27), XPP: 73.36 (+0.86), KWEB: 33.34 (+0.39), TAO: 21.60 (+0.15), ECNS: 44.71 (+0.36), CHNA: 35.95 (+0.47), QQQC: 22.20 (+0.17), CHIX: 15.66 (+0.09), KFYP: 63.62 (-1.18), HAO: 25.39 (+0.17), MCHI: 52.12 (+0.31), CHIM: 14.70 (unch), YANG: 9.94 (-0.17), CHIQ: 12.98 (+0.17), CHIE: 13.11 (+0.02), FHK: 40.34 (-0.09), YXI: 27.30 (unch), CHII: 13.51 (+0.49), CN: 34.87 (+0.34)
Eco Data - Manufacturing, Services PMI For January 2015
China Stock Research - Seeking Alpha - Sun Feb 01, 8:31AM CST
Official PMI data for January pointed to a contracting manufacturing sector and the non-manufacturing gauge dropping to nearly a 12-month low (official PMI data for manufacturing , non-manufacturing ). Manufacturing PMI slipped beneath 50 to...
XPP: 73.36 (+0.86), YANG: 9.94 (-0.17), FXP: 38.91 (-0.47), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), CHXF: 53.10 (+0.30), YAO: 28.18 (+0.30), YINN: 38.57 (+0.69), YXI: 27.30 (unch), CN: 34.87 (+0.34), MCHI: 52.12 (+0.31), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27)
China tops U.S. in foreign investment
Seeking Alpha - at Seeking Alpha - Fri Jan 30, 1:45AM CST
EWH: 21.78 (+0.10), PEK: 45.04 (+0.17), CNXT: 33.89 (+0.56), KBA: 45.53 (+0.31), CQQQ: 36.39 (+0.41), YINN: 38.57 (+0.69), CHXF: 53.10 (+0.30), FXP: 38.91 (-0.47), EWHS: 26.51 (-0.27), PGJ: 28.89 (+0.28), FCA: 23.21 (+0.38), YAO: 28.18 (+0.30), FCHI: 52.73 (+0.52), ASHR: 35.67 (+0.29), ASHS: 37.81 (+0.51), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27), XPP: 73.36 (+0.86), KWEB: 33.34 (+0.39), TAO: 21.60 (+0.15), ECNS: 44.71 (+0.36), CHNA: 35.95 (+0.47), QQQC: 22.20 (+0.17), CHIX: 15.66 (+0.09), KFYP: 63.62 (-1.18), HAO: 25.39 (+0.17), MCHI: 52.12 (+0.31), CHIM: 14.70 (unch), YANG: 9.94 (-0.17), CHIQ: 12.98 (+0.17), CHIE: 13.11 (+0.02), FHK: 40.34 (-0.09), YXI: 27.30 (unch), CHII: 13.51 (+0.49), CN: 34.87 (+0.34)