I don't think the world can tolerate such a massive surplus.
Dong Tao
We think that almost all central banks in the region are likely to take a breather from the rate hike cycle around the summer of 2006.
summer banks
This is a day for celebration. But tomorrow when Hong Kong wakes up, it will still face structural challenges.
challenges day tomorrow face celebration
Will the government really hit the brakes? I doubt it. Much of the investment is following government instructions. It's in second- and third-tier cities. This is what the government wants. They've regained solid control over inflation.
doubt government control cities investment inflation
world
These are unprecedented surplus volumes, reflecting the structural changes of China becoming the factory of the world.
world china
This is economic revision makes the figure closer (to actual GDP), but still there is underestimation.
closer revision
This highlights a re-accelerating economy led by consumption and investment.
economy investment consumption
The biggest beneficiary of all this is the United States. Look, a Barbie doll costs 0 but China only gets about 35 cents of that.
china
The month-on-month numbers are just totally useless unless the seasonal factor has been applied.
numbers useless
I do not believe that 0.9 percent is sustainable, especially given the price liberalization in areas such as gasoline and utilities.
price
You must log in to post a comment.
There are no comments yet.