Tag Archives | China real estate

China Housing No Longer A One-Way Bet

By John Richardson

CHINA’s real estate sector was responsible for 16% of the country’s GDP growth, 33% of fixed asset investment, 20% of outstanding loans, 26% of new loans, and contributed 39% to government revenues in 2013, according to Nomura.…

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China PE Market Strength Questioned

Dear blog reader – a  technical error, beyond our control, means that we are unable to upload the tables and graphs for today’s post. Watch out next week, as, when the problem has been solved, we will add the missing …

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More Than Just Absence Of “Animal Spirits”

By John Richardson

THE blog held a full day of discussions with our ICIS China price reporting team in Shanghai (we will provide a lot more details next week) and the story was consistent:

*Government policy to rein-in liquidity, most …

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China To Take A Big Stick To Financial Crisis

By John Richardson

CHINA is facing a financial crisis that could put US sub-prime into the shade.

“Between 2007 and 2012, the ratio of credit to GDP climbed to more than 190%, an increase of 60 percentage points,” said US …

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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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Much Less Of This…..

……..

 Source: FT Beyondbrics

 

By John Richardson

A fascinating article by the academic Anil K Gupta and consultant Haiyan Wang offers further support to our long-running argument that the future will not necessarily be the same as the future, …

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The Best Of All Possible Worlds

Source of graph: http://www.businessspectator.com.au/ 

 

By John Richardson

“Candide, the classic novel of the great French writer Voltaire, is a satirical description of a young man who has been taught that ‘everything is for the best in the best of …

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PVC’s Unsustainable China Growth

By John Richardson

POLYMER markets continue to tell us that China’s 2009-2010 economic stimulus programme delivered unsustainable demand growth.

China’s demand for polyvinyl chloride (PVC) surged from 10.9m tonnes in 2009 to 13.2m tonnes in 2010, according to Global Trade …

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China Politics

In the last of our series of blog posts on some of the major challenges facing China’s economy over the next 12-18 months, we look at politics.

 

 

By John Richardson

THE outcome of the battle over China’s economic …

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China Deflation

The second of our series of blog posts on China’s economic challenges over the next 12-18 months focuses on deflation.

 

By John Richardson

DEFLATION has now become a major concern for the Chinese economy following the release of official …

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