As stock markets around the world digest the rally/bounce that finished last week, the momentum seems to be flagging
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...Beijing talks stimulus and China’s stock markets still listen
When the Chinese government talks, China’s stock markets still listen. Let’s see if the Federal Reserve—due to speak today—and the European Central Bank—due to speak tomorrow—have anything like this clout. Despite data showing that the Chinese economy continues to slow, stocks rose today in Hong Kong and Shanghai on a government pledge that maintaining stable growth is still the government’s top priority.
One point of light–manufacturing activity in China looks like it picked up in July
Yesterday the July report of the flash index of China’s purchasing managers in the manufacturing sector showed a rise to 49.5 from 48.2 in June. That brings the index close to the 50 level that divides expansion from contraction in the sector, and while still leaving the index on the contraction side of 50, it marks the best level for the index since February.
The gamblers in Hong Kong and Shanghai sell on a report that a central bank advisor predicts growth in the third quarter will slow to 7.4% from 7.6%
Chinese stocks plunged overnight on news that an advisor to the People’s Bank of China had predicted that China’s economy would grow by just 7.4% in the third quarter. This is only important if you’re a gambler rather than an investor–which, of course, means that the very short-term reaction by China’s markets was intense
Home Inns and Hotels is doing what it should be doing in a weak Chinese economy–even if the stock price is taking a beating
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 leaders decide reform is too risky and go for the growth
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 moves from inflation to deflation worries in a year
China has moved from worrying high inflation (a high of 6.4% in June 2011) to worries of deflation in just a year. Consumer prices dropped 0.6% in June from May. Consumer prices were up at just a 2.2% annual rate.
How dangerous is the credit bubble in China’s heavy equipment sector?
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...Three central banks move to stimulate the global economy and financial markets aren’t impressed
Three of the world’s big central banks took action today to add stimulus to local economies—and global stock markets at best yawned. Here’s why
Battle for mobile market share changes the fundamentals for China’s Internet stars such as Baidu (BIDU)
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...Infant formula in China is definitely a growth market I’d like to own a piece of but I think I’ll wait just a bit longer on Nestle
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