China’s export data today points to 7% or lower GDP growth in Wednesday’s report
Today’s news on Chinese exports is a very negative set up for Wednesday’s release of data on first quarter GDP. Exports fell 15% in March
China stocks and bank bad loans soar
The move to a new high in Shanghai has been based on a belief that the People’s Bank has more stimulus moves in mind. China’s central bank has already cut interest rates twice since November
Chinese stocks fall on fears of another cash crunch
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Goldman says long Hong Kong stocks/short copper one of 5 best trades for 2014–here are some names
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Higher yields on Chinese bonds give a huge boost to the insurance sector–I give the nod to China Life over Ping An
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...China’s stock markets vote yes on Third Plenum reforms
The early vote from China’s stock markets is in: The new policies sketched in at the recently ended meeting of the Communist Party’s Central Committee get a thumbs up. More details on the policies were announced this past weekend. And today Hong Kong’s Hang Seng index closed up 2.73% and the Shanghai Composite roe 2.87%.
Upcoming meeting of China’s leaders is driving Shanghai and Hong Kong markets kind of, well, nuts
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Travel surges during China’s National Day holiday and so do ADRs of Home Inns and Hotels
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Investing in Yum! Brands at current prices under-estimates the effects of a loss of growth in China
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Why have China’s stocks stopped climbing?
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China sinks YUM shares even after lowered guidance
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