For Chinese stock traders too, today’s bad GDP news is good news on central bank stimulus
China’s economy grew at just an 8.1% annual rate in the first quarter, the National Bureau of Statistics announced today in Beijing. That was a big deceleration from the 8.9% annual growth in the fourth quarter of 2011 and worse than the 8.4% growth rate predicted by economists surveyed by Bloomberg.
New bank lending in China soars above 1 trillion yuan in March ahead of tonight’s GDP report
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...Reading the tea leaves on tomorrow’s GDP number from China
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...Chinese stocks decline as a move up to 3.6% inflation in March raises fears that Beijing won’t be a aggressive in stimulating the economy
The thinking has been that inflation–at February’s 3.2% rate—was running so far below the government’s 4% target that Beijing had a lot of room to stimulate the economy. But the March jump in inflation to a 3.6% annual rate just ate up half of the available margin. That has raised fears among traders that the government and central bank won’t be as aggressive in stimulating the economy as hoped
Saturday Night Quarterback says, For the week ahead look to see if…
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Despite the rumors, no coup in China–but no smooth leadership transition either
The rumors of a coup in Beijing are a sign of how nervous the country’s leadership is over the purge of Bo Xilai and a convincing demonstration of how quickly wild rumors can spread not just in spite of government censorship but also because of it. In the absence of any real news rumors get lots of room to grow.
China goes off inflation alert–and that’s good news for margins at Tingyi and Want Want
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The battle over the direction of Chinese capitalism is just getting hotter
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...Time to put MGM Resorts on your watch list: As the company starts to lower its huge debt load, it becomes less of a gamble
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...3 “small ball” picks for a market without a strong trend
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...Sector Monday: It’s time to cherry pick the best of China’s insurance stocks
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