Tag Archives | China industrial production

Analyse The Data And Listen To Li Keqiang

By John Richardson

IT IS important to look at long-term trends in China rather than be misled by a few positive sets of data. This is not pessimism, just realism.

Yesterday saw the release of very good August export data.  …

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China’s Leaders Stay The Course (So Far…..)

By John Richardson

Everything is still going to plan. As the chart above shows, China’s official bank lending is down by 16% in the year to date as the government rations credit to the big state-owned enterprises. The last thing …

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Beijing: China Deceleration On Track

Source of chart: http://blogs.ft.com/beyond-brics/ 

 

By John Richardson

THERE has been a hugely important shift in the attitude of China’s central government. In the old days, when they set a target of say 12% national industrial production growth for a …

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China Govt Confirms Post-CNY Labour Shortages

The great news behind rising labour costs: Shan Dalin, pictured with his family, is a crane operator from Southwest China’s Guizhou province who has worked in eastern Zhejiang province for 10 years. In 2012, Shan’s monthly income rose to 2,800 …

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China Jan PMIs Tell Different Stories

Source of picture: Imaginechina/Rex Feature

 

By John Richardson

ONE can interpret last week’s release of January purchasing manager’s indices for January just about any way you like.

Thus, Reuters wrote on 2 February: “China’s official PMI released by the …

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China Stimulus Confusion

By John Richardson

THERE was much talk last week about $158bn worth of new infrastructure projects in China that have received fast-track approval from the central government.

But is this just a lot of noise to boost financial and commodity markets? …

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Asian Polyolefin Prices Tumble

By John Richardson

Asian polyethylene (PE) prices slumped by $90-130/tonne last week on the eurozone crisis, the fall in oil prices and the imminent arrival in China of large volumes of Iranian material, according to ICIS pricing.

A further factor …

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