Yellen Heralds Better Economic Time
Enzio von Pfeil - Seeking Alpha - Fri Mar 20, 4:33AM CDT
So what crisis looms? A 1937-style convulsion or one predicated on avaricious currency mismatching? Good change to Economic Time®. Students of our Economic Clock® know that America has an excess supply of money in order to combat her ...
XPP: 74.44 (+0.77), TLO: 75.71 (+0.46), YINN: 39.08 (+0.56), CHXF: 53.25 (-0.02), TLT: 131.51 (+0.69), MCHI: 52.97 (+0.18), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), YAO: 28.48 (+0.18), YXI: 26.63 (-1.41), CN: 37.41 (unch), FXI: 43.34 (+0.19), GXC: 82.40 (+0.45)
China's Consumption Transition
Timothy Taylor - at Seeking Alpha - Thu Mar 19, 7:15PM CDT
A standard pattern of long-term economic development is that a country goes through a period of higher savings and investment, along with correspondingly lower consumption levels. After the growth spurt, consumption levels rise again. For...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)
The Real Reasons Behind China's Stimulus Talk
Epoch Times - Seeking Alpha - Tue Mar 17, 6:20AM CDT
By Valentin Schmid When things don't quite go according to plan, central planners often resort to an old trick: Talk about potential stimulus. If all goes well, the talk is enough to convince markets, and the actual stimulus needed will be very...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)
Is China's Growth Slower Than The 7% Consensus?
Sober Look - Seeking Alpha - Mon Mar 16, 7:28AM CDT
Further evidence is emerging that China's economic growth is likely to slow further. Even without thinking about growth fundamentals, when you have a 10 trillion dollar economy, a 7% growth is larger than the whole GDP of Sweden or Poland. The sheer...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)
China shares jump on Li's policy comments
Seeking Alpha - at Seeking Alpha - Mon Mar 16, 2:16AM CDT
EWH: 21.45 (-0.02), PEK: 51.17 (+1.13), CNXT: 40.95 (+1.27), KBA: 51.83 (+1.05), CQQQ: 37.62 (+0.42), YINN: 39.08 (+0.56), CHXF: 53.25 (-0.02), FXP: 37.81 (-0.37), EWHS: 26.67 (-0.14), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), YAO: 28.48 (+0.18), FCHI: 53.39 (+0.31), ASHR: 40.53 (+0.83), ASHS: 46.11 (+0.93), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19), XPP: 74.44 (+0.77), KWEB: 33.31 (+0.62), TAO: 20.88 (+0.01), ECNS: 46.38 (+0.73), CHNA: 39.22 (+0.99), QQQC: 22.10 (+0.39), CHIX: 15.82 (+0.15), KFYP: 63.80 (unch), HAO: 25.72 (+0.13), MCHI: 52.97 (+0.18), CHIM: 14.91 (unch), YANG: 9.49 (-0.08), AFTY: 19.18 (+0.32), CHIQ: 13.13 (+0.14), CHIE: 13.14 (+0.04), FHK: 41.31 (-0.18), CHII: 14.15 (unch), YXI: 26.63 (-1.41), CN: 37.41 (unch)
Eco Data - RMB Loans, Money Supply For February 2015
China Stock Research - Seeking Alpha - Sun Mar 15, 9:35AM CDT
According to the PBOC, new RMB loans from February 2015 were about 1.02 trillion RMB, down from about 1.5 trillion RMB in January, and much stronger than the 750 billion RMB estimate. RMB loans were up strongly on a YoY basis, distorted by seasonal...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)
China's Monetary And Exchange Rate Problems Increase With Reform
Global Risk Insights - Seeking Alpha - Sun Mar 15, 8:57AM CDT
The recent cuts in Chinese interest rates underline the economic headaches that China is facing. Between long-term reforms and short-term weakening, there appears to be no easy solution for China's monetary policy. As China embarked on a...
FXCH: 79.77 (unch), CNY: 42.97 (+0.37), XPP: 74.44 (+0.77), CHXF: 53.25 (-0.02), YINN: 39.08 (+0.56), MCHI: 52.97 (+0.18), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), CYB: 25.38 (-0.01), FCA: 23.29 (+0.19), YAO: 28.48 (+0.18), YXI: 26.63 (-1.41), CN: 37.41 (unch), FXI: 43.34 (+0.19), GXC: 82.40 (+0.45)
China vows to act if economic growth slows
Seeking Alpha - at Seeking Alpha - Sun Mar 15, 5:10AM CDT
EWH: 21.45 (-0.02), PEK: 51.17 (+1.13), CNXT: 40.95 (+1.27), KBA: 51.83 (+1.05), CQQQ: 37.62 (+0.42), YINN: 39.08 (+0.56), CHXF: 53.25 (-0.02), FXP: 37.81 (-0.37), EWHS: 26.67 (-0.14), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), YAO: 28.48 (+0.18), FCHI: 53.39 (+0.31), ASHR: 40.53 (+0.83), ASHS: 46.11 (+0.93), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19), XPP: 74.44 (+0.77), KWEB: 33.31 (+0.62), TAO: 20.88 (+0.01), ECNS: 46.38 (+0.73), CHNA: 39.22 (+0.99), QQQC: 22.10 (+0.39), CHIX: 15.82 (+0.15), KFYP: 63.80 (unch), HAO: 25.72 (+0.13), MCHI: 52.97 (+0.18), CHIM: 14.91 (unch), YANG: 9.49 (-0.08), AFTY: 19.18 (+0.32), CHIQ: 13.13 (+0.14), CHIE: 13.14 (+0.04), FHK: 41.31 (-0.18), CHII: 14.15 (unch), YXI: 26.63 (-1.41), CN: 37.41 (unch)
Data Confirm China Slowdown Continues
Alpha Now at Thomson Reuters - Seeking Alpha - Sat Mar 14, 5:37AM CDT
By Fathom Consulting Chinese New Year celebrations typically distort January and February data, as the fortnight of festivities varies in timing each year. We have had to be patient to get a snapshot of underlying activity in the Chinese economy at...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)
Four ETFs Tracking Growth In China's Mainland Markets
at Investor's Business Daily - Thu Mar 12, 4:47PM CDT
Leading indexes in Shanghai and Shenzhen, China, ended mixed Thursday, as regulators expanded efforts to ease pressure on China's financial system. The Shanghai Composite banged out a 1.8% gain. The Shenzhen Composite dipped 0.3%. The...
XPP: 74.44 (+0.77), PEK: 51.17 (+1.13), CAF: 32.82 (+0.18), ASHR: 40.53 (+0.83)
Eco Data - IP, Fixed Assets, Real Estate, Retail Sales For Jan-Feb 2015
China Stock Research - Seeking Alpha - Wed Mar 11, 7:25AM CDT
The National Bureau of Statistics released data covering industrial production, fixed asset investment, real estate development investments, and retail sales for the January-February 2015 period today, which pointed to more pressure ahead on China's...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)
Signs for more Chinese stimulus?
Seeking Alpha - at Seeking Alpha - Wed Mar 11, 1:22AM CDT
EWH: 21.45 (-0.02), PEK: 51.17 (+1.13), CNXT: 40.95 (+1.27), KBA: 51.83 (+1.05), CQQQ: 37.62 (+0.42), YINN: 39.08 (+0.56), CHXF: 53.25 (-0.02), FXP: 37.81 (-0.37), EWHS: 26.67 (-0.14), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), YAO: 28.48 (+0.18), FCHI: 53.39 (+0.31), ASHR: 40.53 (+0.83), ASHS: 46.11 (+0.93), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19), XPP: 74.44 (+0.77), KWEB: 33.31 (+0.62), TAO: 20.88 (+0.01), ECNS: 46.38 (+0.73), CHNA: 39.22 (+0.99), QQQC: 22.10 (+0.39), CHIX: 15.82 (+0.15), KFYP: 63.80 (unch), HAO: 25.72 (+0.13), MCHI: 52.97 (+0.18), CHIM: 14.91 (unch), YANG: 9.49 (-0.08), CHIQ: 13.13 (+0.14), CHIE: 13.14 (+0.04), FHK: 41.31 (-0.18), YXI: 26.63 (-1.41), CHII: 14.15 (unch), CN: 37.41 (unch)
U.S. Joins China In Recession In January 2015
Ironman at Political Calculations - at Seeking Alpha - Tue Mar 10, 9:39PM CDT
Going by the international trade data collected by the U.S. Census Bureau, it appears that the U.S. economy joined China in experiencing contraction in January 2015. For China, January 2015 marks the fifth month in a row that our alternative measure...
XPP: 74.44 (+0.77), YINN: 39.08 (+0.56), CHXF: 53.25 (-0.02), MCHI: 52.97 (+0.18), YANG: 9.49 (-0.08), SPY: 210.41 (+0.91), FXP: 37.81 (-0.37), DIA: 180.96 (+1.30), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), YAO: 28.48 (+0.18), YXI: 26.63 (-1.41), CN: 37.41 (unch), FXI: 43.34 (+0.19), GXC: 82.40 (+0.45)
Eco Data - China's Inflation Data For February 2015
China Stock Research - at Seeking Alpha - Tue Mar 10, 9:17PM CDT
China's official inflation data for February 2015 was mixed, with consumer prices (CPI) growing at a +1.4% YoY pace, topping estimates of +0.9%, but producer prices continued to slide, falling -4.8% YoY, worse than the -4.3% pace expected. ...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)
China CPI picks up in February; PPI slumps again
Seeking Alpha - at Seeking Alpha - Tue Mar 10, 1:01AM CDT
EWH: 21.45 (-0.02), PEK: 51.17 (+1.13), CNXT: 40.95 (+1.27), KBA: 51.83 (+1.05), CQQQ: 37.62 (+0.42), YINN: 39.08 (+0.56), CHXF: 53.25 (-0.02), FXP: 37.81 (-0.37), EWHS: 26.67 (-0.14), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), YAO: 28.48 (+0.18), FCHI: 53.39 (+0.31), ASHR: 40.53 (+0.83), ASHS: 46.11 (+0.93), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19), XPP: 74.44 (+0.77), KWEB: 33.31 (+0.62), TAO: 20.88 (+0.01), ECNS: 46.38 (+0.73), CHNA: 39.22 (+0.99), QQQC: 22.10 (+0.39), CHIX: 15.82 (+0.15), KFYP: 63.80 (unch), HAO: 25.72 (+0.13), MCHI: 52.97 (+0.18), CHIM: 14.91 (unch), YANG: 9.49 (-0.08), CHIQ: 13.13 (+0.14), CHIE: 13.14 (+0.04), FHK: 41.31 (-0.18), YXI: 26.63 (-1.41), CHII: 14.15 (unch), CN: 37.41 (unch)
Why You Must Think Twice Before Investing In China
Michael Passante - Seeking Alpha - Mon Mar 09, 3:55AM CDT
The outlook for investing in the People's Republic has grown foggier than the sky above Beijing's smokestacks. Although China's valuations appear cheap at present, they could become even cheaper in the face of slowing economic growth and burgeoning...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), ASHR: 40.53 (+0.83), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)
Asian shares lower following U.S. jobs report
Seeking Alpha - at Seeking Alpha - Mon Mar 09, 1:20AM CDT
EWH: 21.45 (-0.02), KBA: 51.83 (+1.05), DFJ: 54.84 (+0.83), CHXF: 53.25 (-0.02), DX: 8.49 (+0.18), EWJ: 12.81 (+0.20), NKY: 19.38 (+0.35), DXJ: 56.03 (+0.41), ITF: 54.87 (+0.74), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), EWHS: 26.67 (-0.14), JPP: 48.16 (+0.75), YAO: 28.48 (+0.18), ASHR: 40.53 (+0.83), FCHI: 53.39 (+0.31), FXI: 43.34 (+0.19), GXC: 82.40 (+0.45), ASHS: 46.11 (+0.93), XPP: 74.44 (+0.77), KWEB: 33.31 (+0.62), JPNL: 57.79 (+2.66), TAO: 20.88 (+0.01), ECNS: 46.38 (+0.73), QQQC: 22.10 (+0.39), HAO: 25.72 (+0.13), MCHI: 52.97 (+0.18), EWV: 50.27 (-1.14), YANG: 9.49 (-0.08), HEWJ: 30.96 (+0.33), FHK: 41.31 (-0.18), FJP: 50.61 (+0.48), YXI: 26.63 (-1.41), JPMV: 57.67 (+0.61), PEK: 51.17 (+1.13), DXJH: 31.30 (+0.40), CNXT: 40.95 (+1.27), CQQQ: 37.62 (+0.42), JSC: 52.70 (+0.84), YINN: 39.08 (+0.56), DXJS: 34.39 (+0.42), DXJR: 28.00 (+0.09), DXJT: 30.21 (+0.32), QJPN: 66.59 (+0.89), DBJP: 42.17 (+0.36), FCA: 23.29 (+0.19), EZJ: 99.33 (+3.08), DXJC: 28.45 (+0.13), SCJ: 57.45 (+0.80), CHNA: 39.22 (+0.99), CHIX: 15.82 (+0.15), KFYP: 63.80 (unch), CHIM: 14.91 (unch), CHIQ: 13.13 (+0.14), CHIE: 13.14 (+0.04), CHII: 14.15 (unch), CN: 37.41 (unch)
China Versus India - Currencies, Reform And Growth
Colin Lloyd - Seeking Alpha - Mon Mar 09, 12:27AM CDT
Last month, PWC, in "The World in 2050 " produced a long-term forecast for economic growth in which they predicted that India could become the second-largest economy in the world by 2050 in purchasing power parity (PPP) and the...
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XPP: 74.44 (+0.77), INDY: 31.56 (+0.01), CHXF: 53.25 (-0.02), YINN: 39.08 (+0.56), MCHI: 52.97 (+0.18), INP: 74.97 (-0.02), YANG: 9.49 (-0.08), INDL: 97.20 (+0.67), FXP: 37.81 (-0.37), INXX: 13.13 (-0.06), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), EPI: 23.02 (-0.01), PIN: 22.73 (+0.11), YAO: 28.48 (+0.18), YXI: 26.63 (-1.41), CN: 37.41 (unch), INDA: 32.12 (-0.11), FXI: 43.34 (+0.19), GXC: 82.40 (+0.45)
China Fever Cooling Down
NYU Finance Society - at Seeking Alpha - Sun Mar 08, 7:26AM CDT
By Jessica Ma On Thursday, Chinese Premier Li Keqiang delivered the annual state-of-the-nation address to nearly 3000 members of the National People's Congress, outlining the Chinese government's plans and priorities for the subsequent year. A...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)
Lies, Damned Lies, And Statistics: China's Preoccupation With GDP Growth
The Intercollegiate Finance Journal - at Seeking Alpha - Sun Mar 08, 6:28AM CDT
The legitimacy and continued rule of an undemocratic government depends heavily on its ability to maintain and increase economic growth. For this reason, the Chinese Communist party is focused on keeping economic growth as high as it has been in the...
XPP: 74.44 (+0.77), YANG: 9.49 (-0.08), FXP: 37.81 (-0.37), PGJ: 29.21 (+0.92), FCA: 23.29 (+0.19), CHXF: 53.25 (-0.02), YAO: 28.48 (+0.18), YINN: 39.08 (+0.56), YXI: 26.63 (-1.41), CN: 37.41 (unch), MCHI: 52.97 (+0.18), GXC: 82.40 (+0.45), FXI: 43.34 (+0.19)