Picking winners and losers from China’s interest rate cuts
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China cuts interest rates for the first time since 2008–I’d wait until the dust settles over the next few days before trying to decide if this marks the time to buy
The People’s Bank of China cut interest rates today for the first time since 2008. I think the move adds up to shock without much awe. The shock is that the cut in benchmark interest rates came earlier than expected. But the cut to the benchmark one-year lending rate is just 0.25 percentage points (to 6.31% from 6.56%), so I wouldn’t call it “awe.”
“Leaks” of bad economic news suggest China is setting the stage for a new stimulus package
I think the Chinese government is building a public case for some kind of economic stimulus package that goes beyond the steps that the People’s Bank has already taken. And that’s why we’re seeing so many “leaks” of bad economic news
China hasn’t faced a significant economic crisis since 1998-1999–could the country be on the verge of one now?
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...The People’s Bank moves to stimulate China’s economy–but why are the moves so slow?
In response to data on Friday showing slower growth than expected—and to the growth rate of China’s economy slipping to 8.1% in the first quarter of 2012 (the fifth consecutive drop in growth)–the People’s Bank cut bank reserve requirements this weekend by another 0.5 percentage points
Home Inns and Hotels ups guidance for the second quarter
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Hey, there are stocks beyond the headlines from Europe, China and the U.S.–here are 6 from elsewhere
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...Looks like the “buy” is on again for China’s real estate and financial sectors
Looks like Chinese mutual funds have decided that the turn in monetary policy is upon us and investors can count on the People’s Bank and the Beijing government to increase loan quotas and increase the money supply.
Coach beats earnings consensus this morning but gets punished today on missing whisper number
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...Faster than expected, here comes the yuan–and I’ve got some picks to help you to profit from the rise of China’s currency
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