China
China SME sentiment drops to record low in December
Growth momentum will continue to slow.
China's consumer has increased consumption further
And consumer spending now exceeds the US'.
China to roll out more rate cuts as growth slows
August PMI fell to 3-year low.
China's rates to go down if more easing happens
Easing can help buoy the stock market.
China's early recovery with funding still the bottleneck: analysis
Further easing also seen for now.
Lower finacing costs from 2014 rate cuts not low enough
A drop in financing costs is limited.
China's early recovery outlook dampened by slowdown
This involves investment and monetary growth.
China under threat from extend-and-pretend approach to debt
Local government debt stands at 32% of the GDP.
Is China's domestic consumption susceptible to leakage to increased tourism spending?
Its consumption is bigger than HK's, notably.
China industrial production disappoints with only 5.6% y/y March growth
A brighter April generally is being sought.
PBoC cut banks’ RRR to 19.5% effective today
This should encourage them to boost lending.
China stock market almost completely reverses previous loss
It fell only by 0.7% w/w.
China business sentiment sinks in January on back of sharp drop in production and new orders
This is the lowest since October.
Disinflationary pressures persist for China as CPI slipped to four-year low in November
Blame it on falling commodity prices.
China’s GDP slumps by 0.2% in September
There’s a growing pressure to stand by structural reforms.
China business sentiment hits eight-month low in October
Production, inventories and employment lead decline in confidence.
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