Tag Archives | China inflation

China Has No Reason To Increase Credit

By John Richardson

A FEW hours ago, the blog was so distressed when we read the argument that a 13-month low for consumer-price inflation in February gave China justification to ease lending conditions that we spluttered coffee on to the …

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China’s Sandwich Generation Revisited

By John Richardson

THE sandwich generation in China, those too rich to qualify for social housing but also too poor to pay for ridiculously-overpriced private accommodation in the first-tier cities, is becoming increasingly disillusioned.

“We are really tired of claims …

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It Is Just Too Difficult

Smart bottles

 

By John Richardson

THERE is a growing concern amongst some polyolefin industry executives that, despite the economic problems first in China and now India, there is still a great deal of enthusiasm for adding new capacity, as …

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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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China PE Recovery Lacks Firm Foundation

By John Richardson

DESPITE a slight pick-up in China’s polyethylene (PE) prices over the last two weeks (see above chart), producers and traders remain gloomy about the immediate outlook.

“What has driven prices up is that new supply hasn’t hit …

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China Labour Supply Threatens Productivity Growth

Chart compiled by the China Real Time Report blog. 

 

By John Richardson

NOBODY should be surprised about what is happening in China’s petrochemicals markets, as the signs have been there for many months that economic rebalancing would have to …

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China Demand Worse Than Just Before CNY

By John Richardson

CHINA’S demand for polyethylene (PE) is lower than immediately ahead of the February Chinese New Year (CNY) break, said a Singapore-based polyolefins trader.

“For demand to be less than just before the New Year, when most traders …

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Less Bling, Please

Source of picture: Luxepost.com 

 

By John Richardson

CHINA’S industrial output has had the weakest start to a year since 2009 and retail sales growth has slowed, according to this article from Bloomberg.

New local-currency loans for February were also …

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China NPC Underlines Inflation Focus

The course of true love never runs smooth…..Happy China couples get divorced and then plan to remarry in order to avoid new property tax

Source of picture: Quirky China News/Rex Features

 

By John Richardson

China will see “large inflation pressure in …

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China Credit, Commodities Bubble

By John Richardson

China announced last week that its state-owned banks had lent Rmb1.07 trillion ($172m) in January, which was more than double the amount in December.

Financial markets have taken as evidence that the economic recovery has gained momentum.…

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