China Macroeconomics & Academia

Christopher Balding

Macroeconomics

China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven and reveals a lot about the economic health and consumption. The debt support may have helped the economy for a while but shows its limits.A look at the country’s import and exports by volume reveals crucial information. Base commodity imports are shown in Figure 1 have been growing since the first of the year, even when the price impacts do not pass…

China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven and reveals a lot about the economic health and consumption. The debt support may have helped the economy for a while but shows its limits.A look at the country’s import and exports by volume reveals crucial information. Base commodity imports are shown in Figure 1 have been growing since the first of the year, even when the price impacts do not pass…

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

Many companies that had previously been big investors in Chinese manufacturing plants are now considering their options. An increasing number argue that the ASEAN countries have a lot to offer, particularly with the removal of tariff barriers.

Many companies that had previously been big investors in Chinese manufacturing plants are now considering their options. An increasing number argue that the ASEAN countries have a lot to offer, particularly with the removal of tariff barriers.

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

We all intuitively understand the concept of economic growth and keeping current with debt. But where so many commentators continue to proclaim China’s growth as being relatively strong, we feel compelled to disagree. It is not relatively strong compared with debt. The mirror image of the boon in credit for banks in China over the past several years is a high level of liabilities at the corporate level. If these same companies are not seeing higher growth, there is no way to keep pace with…

We all intuitively understand the concept of economic growth and keeping current with debt. But where so many commentators continue to proclaim China’s growth as being relatively strong, we feel compelled to disagree. It is not relatively strong compared with debt. The mirror image of the boon in credit for banks in China over the past several years is a high level of liabilities at the corporate level. If these same companies are not seeing higher growth, there is no way to keep pace with…

China - Growth Must Be Fantastic to Support Loan Payments

In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and rather too many instances of attempts to deceive and straightforward fraud.

In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and rather too many instances of attempts to deceive and straightforward fraud. 

With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other products, it is naturally anticipated that the inventory level may have increased. This would be due to a lack of real demand absorbing the additional production.Nearly all important metal ore inventories have declined. A look at the important metal ore inventories like nickel, chromium and manganese have experienced a steady decline since December 2015…

 With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other products, it is naturally anticipated that the inventory level may have increased. This would be due to a lack of real demand absorbing the additional production.Nearly all important metal ore inventories have declined. A look at the important metal ore inventories like nickel, chromium and manganese have experienced a steady decline since December 2015…

Is Increased Chinese Output Leading to Higher Inventories?

China

Guangshen Railway Company Limited provides railroad passenger, freight transportation, railway facilities, and technical services.  The Company also sells food, beverages and merchandise on aboard and in train stations.

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Guangshen Railway Co Ltd A (601333 CH)

Inside China's May 2016 Trade Data

China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven...

Christopher Balding

China or ASEAN? - You Choose

Many companies that had previously been big investors in Chinese manufacturing plants are now considering their options. An increasing number argue...

Bixmoor

China - Growth Must Be Fantastic to Support Loan Payments

We all intuitively understand the concept of economic growth and keeping current with debt. But where so many commentators continue to proclaim...

Daniel Tabbush

Innovation - A Sorry Tale in China

In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and...

Bixmoor

Is Increased Chinese Output Leading to Higher Inventories?

With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other...

Christopher Balding

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