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Posts Tagged ‘China economy’

Domestic economy shows signs of speeding up in China

China's retail sales gained 0.5% year over year in August. That's the first growth in retail sales since the coronavirus hit early in 2020. Industrial production in China rose 5.6% for the month from August 2019, according to the National Bureau of Statistics. In the first eight months of 2020 through August retail sales fell […]

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China’s economic recovery slowed by weak domestic demand

In July China's industrial output climbed by 4.8% year over year, Beijing announced today. That's the same rate as in June. This good news in that it shows the post-coronavirus recovery continues in the industrial sector. But it's bad news in that growth isn't accelerating and the recovery remains slow. As if to put an […]

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China car sales gain for fourth straight month

Preliminary figures for July show vehicle sales in China advancing for a fourth straight month as buyers gradually return to auto showrooms. The figures are good news for China's economy as a whole, which looks to have returned to growth--very modest growth--as the coronavirus pandemic eases in the country Sales of passenger cars such as […]

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China’s economy picks up slightly as country heads into second half

The official manufacturing purchasing managers’ index (PMI) rose to 51.1 in July from 50.9 in June, according to data released by the National Bureau of Statistics today, Friday, July 31. In this index anything above 50 indicates expansion and anything below 50 indicates contraction. The non-manufacturing PMI index dropped slightly to 54.2, while the construction index rose […]

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Trick or trend: How much higher can copper run?

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Back on March 25, I sold shares of copper miner First Quantum Minerals (FQVLF) out […]

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China shows growth but no signs yet of V-shaped recovery

New economic data from China over the weekend point to a recovery of growth for the economy in the second half of 2020 but not the kind of surge needed to produce a V-shaped recovery. Industrial output rose 4.4% from a year earlier in May with steel output rising to a record. Retail sales fell […]

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Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…

...China fireworks. We ended last week with the Commerce Department slapping new restrictions on the sale of any chip made with U.S. semiconductor manufacturing equipment to China's Huawei Technologies. (Which means that Taiwan Semiconductor Manuacturing's plans to build a fab in the United States would not give the company a way around the U.S. restrictions. […]

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Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…

... Friday's report on job losses in the U.S. economy for April to be the big news of the week. The Labor Department’s April employment report is expected to show a 21 million jobs plunge in payrolls for the month. That's the biggest month drop since the start of records in 1939. The U.S. headline […]

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China GDP plunges by 6.8% in first quarter

China's gross domestic product contracted by 6.8% from a year ago in the first quarter. Economists had projected a 6.0% drop. The decline was the worst since the government began releasing quarterly GDP numbers in 1992. Other numbers in today's data dump were equally grim. Retail sales fell 15.8%. Investment in fixed assets was down […]

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China’s exports get hit by coronavirus disruption in the rest of the global economy

We won't know until March 31 when he purchasing managers' indexes for China are released but it looks like China will see its first quarterly contraction of its economy in decades and the weakest year since 1976. The problem is that just as Chinese factories are going back into production after the country's coronavirus shutdown, […]

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