China Macroeconomics & Academia

Christopher Balding

Macroeconomics

The recent consumer and producer price indexes had people feeling relieved that pricing pressures seem to have abated somewhat.  CPI came it below expectations at 1.3% but still firmly positive while PPI ticked from its long term decline to a year over year decline of 0.8%.  This has many believing the pricing pressures are near an end in China and that broader based price level increases returning.  However, as with all things China it is important to look behind the broader based data.The PPI…

The recent consumer and producer price indexes had people feeling relieved that pricing pressures seem to have abated somewhat.  CPI came it below expectations at 1.3% but still firmly positive while PPI ticked from its long term decline to a year over year decline of 0.8%.  This has many believing the pricing pressures are near an end in China and that broader based price level increases returning.  However, as with all things China it is important to look behind the broader based data.The PPI…

Breaking Down Chinese Inflation Data: More Than Meets the Eye

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

Based on new data released by NBS today: in August, national new home sales (in gross floor area) for 'commercial residential' buildings rose 25.6% YTD YoY, only slightly slower pace compared to 26.7% in July, and 29% in June. On a single-month, year-on-year basis the growth picked up to 19.1% from 16.7% in July.National land acquisitions (land area purchased by real estate development enterprises) declined by 8.5% on YTD YoY basis, more negative than the 7.8% decline in July.In absolute terms…

Based on new data released by NBS today: in August, national new home sales (in gross floor area) for 'commercial residential' buildings rose 25.6% YTD YoY, only slightly slower pace compared to 26.7% in July, and 29% in June. On a single-month, year-on-year basis the growth picked up to 19.1% from 16.7% in July.National land acquisitions (land area purchased by real estate development enterprises) declined by 8.5% on YTD YoY basis, more negative than the 7.8% decline in July.In absolute terms…

China Data: New Home Sales Growth Slightly Slower at 25.6% YTD Y/Y (Jan-Aug), Land Sales Still Low

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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<ul>
<li> In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating consumers are in a state of panic.</li>
<li>A large part of the weakness stems from severe flooding (the worst since 1998) in northern and central China. It is estimated that floods have resulted in $33 billion in losses.</li>
<li>We believe that weakness seen in the CSI during August is the result of panic among consumers in reaction to the flood and not a reflection of…</li>
</ul>


 In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating consumers are in a state of panic.
A large part of the weakness stems from severe flooding (the worst since 1998) in northern and central China. It is estimated that floods have resulted in $33 billion in losses.
We believe that weakness seen in the CSI during August is the result of panic among consumers in reaction to the flood and not a reflection of…


China Consumer Sentiment Drops in August As Flood Causes Panic - Actual Impact Insignificant

The recent spate Chinese data released, seems to be promising due to the slow growth and relative decline in the real economic growth. This phenomenon owes much of the credit to the government’s credit injection into the economy and its subsequent tightening. Nevertheless, official retail sales data for July seems to be projecting the shift of consumer spending depicting the change in consumer choice.The total retail sales of consumer goods in July remained steady at 2,682. Although this…

The recent spate Chinese data released, seems to be promising due to the slow growth and relative decline in the real economic growth. This phenomenon owes much of the credit to the government’s credit injection into the economy and its subsequent tightening. Nevertheless, official retail sales data for July seems to be projecting the shift of consumer spending depicting the change in consumer choice.The total retail sales of consumer goods in July remained steady at 2,682. Although this…

Retail Sales in China Outside Headline Numbers Remain Weak

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.

In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven partly by the search for cheap luxury goods and partly by the increasingly numbers of young travelers.

In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven partly by the search for cheap luxury goods and partly by the increasingly numbers of young travelers. 

China

Shenzhou International Group Holdings Limited is a vertically integrated knitwear manufacturer. The company produces knitted sportswear, casual wear, and lingerie, and offers services such as customized fabrics, dyeing, finishing, printing, embroidery, cutting, and sewing. It is headquartered in Hong Kong and was founded in 2005.

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Shenzhou International (2313 HK)

Breaking Down Chinese Inflation Data: More Than Meets the Eye

The recent consumer and producer price indexes had people feeling relieved that pricing pressures seem to have abated somewhat. CPI came it below...

Christopher Balding

China Data: New Home Sales Growth Slightly Slower at 25.6% YTD Y/Y (Jan-Aug), Land Sales Still Low

Based on new data released by NBS today: in August, national new home sales (in gross floor area) for 'commercial residential' buildings rose 25.6%...

Robert Ciemniak

China Consumer Sentiment Drops in August As Flood Causes Panic - Actual Impact Insignificant

In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating...

David Riedel

Retail Sales in China Outside Headline Numbers Remain Weak

The recent spate Chinese data released, seems to be promising due to the slow growth and relative decline in the real economic growth. This...

Christopher Balding

Tourism Trends and China

In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...

Bixmoor

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