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China's Long Game
Investing in China is a long shot. The country's primary engine of growth for the past 30 years is in dire straits. High-tech manufacturing, with a deep focus on clean energy, is the key to China's future. China already leads the world in clean energy manufacturing.
Seeking Alpha · 6h ago
China's Economy Is Not In A Great Decline But A Great Transition
Home Market Outlook Economy Analysis China's Economy Is Not In A Great Decline But A Great Transition. China's economy has reached an important crossroads. Key factors behind China's growth miracle are losing steam. The country's economy is in a necessary transition rather than in any long-term decline.
Seeking Alpha · 2d ago
China: Industrial Profits Hit A 25-Month High Amid Signs Of Bottoming Out
China's industrial profits reached a 25-month high of 10.2% YoY YTD in the first two months of 2024. Industrial profits recovered to positive growth. More signs point to a recovery of industrials in 2024. If the recovery of manufacturing continues, it would contribute to reaching the 2024 growth target.
Seeking Alpha · 2d ago
How Does Global 'Friend-Shoring' Affect Chinese Manufacturers?
Deglobalization is changing the way companies manufacture products. US imports from China have declined but China's exports to the rest of the world have increased. Mexico and Vietnam have been big beneficiaries of changes to supply chains. But Chinese companies remain deeply involved in global manufacturing. Chinese companies comprise half of Apple's suppliers in Vietnam.
Seeking Alpha · 3d ago
Weekly Report: what happened at CNXT last week (0318-0322)?
Weekly Report · 4d ago
Weekly Commentary: That's Our Story.
Home Market Outlook Today's Market Weekly Commentary: That's Our Story. Doug Noland says Powell's dovish mindset was limited to the inflation backdrop. He says markets are convinced the Fed will respond hastily to fledgling risks. Powell says the Fed is not concerned about second round inflation effects.
Seeking Alpha · 6d ago
Dynamics Down Under: Deciphering APAC's Economic Landscape
Home Market Outlook Economy Analysis Dynamics Down Under: Deciphering APAC's Economic Landscape. The Asia-Pacific region stands at a pivotal juncture. Wei Li, Global Chief Investment Strategist for BlackRock joined Oscar Pulido to discuss the intricacies of high inflation in the region.
Seeking Alpha · 6d ago
Our Thoughts On The Current Investability Of China
Manning & Napier says the case to invest in China as a Westerner has become less compelling. The Chinese economy has faced self-induced headwinds in recent years. The country's economy remains weak and consumers have shown a reluctance to increase spending. The company is reluctant to overweight Chinese equities despite attractive valuations.
Seeking Alpha · 03/22 08:30
What Can China's Key Economic Activity Data Tell Us About Growth Drivers In 2024?
China's National Bureau of Statistics has published key economic activity data for January and February. Overall economic momentum has remained soft in the first two months of the year. Real estate will remain a drag on the economy this year, and other investment will need to pick up the slack. Retail sales slowed at the start of year "Eat, drink, and play" theme will outperform in 2024.
Seeking Alpha · 03/18 15:50
Weekly Report: what happened at CNXT last week (0311-0315)?
Weekly Report · 03/18 12:24
Global PMI Signals Faster Economic Growth Amid Steady Price Gains
Seeking Alpha · 03/16 10:40
Weekly Commentary: Failed
Doug Noland says Japan's economic woes can be traced back to the nation's spectacular asset Bubble. He says the greatest crises unfold in a low rate environment with consumer price inflation. He argues that asset inflation is the most destructive form of inflation. Japan's central bank meets next week to discuss the economy.
Seeking Alpha · 03/16 09:58
PBOC Held Rates Steady In March
The People's Bank of China held the 1-year medium-term lending facility rate at 2.5% in March. The PBOC remains on a dovish tilt, but depreciation pressure on the RMB limits room for monetary easing in China. PBOC has pushed back more against RMB depreciation since the start of the year.
Seeking Alpha · 03/15 09:05
Clouds Clearing In The Land Of The Rising Sun
William Blair has been increasing exposure to Japanese equities across his international equity portfolios. Abenomics aims to turn the trillions of yen held in cash by households into equity investments. Japan's economy has been stagnant for decades. The country is experiencing inflation for the first time in decades.
Seeking Alpha · 03/15 07:10
Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures
PMI: Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures in February. Overall prices rose at the fastest rate since last October across emerging markets. India remained the brightest spot in the emerging market space, followed by Brazil, mainland China and Russia.
Seeking Alpha · 03/14 17:15
Weekly Report: what happened at CNXT last week (0304-0308)?
Weekly Report · 03/11 12:18
Emerging Market Insights - Semiconductor Sector Soars
Franklin Templeton: The semiconductor sector posted a 10% gain in February. The electric vehicle sector has been under pressure in recent months despite rapid growth in 2023. Semiconductors in focus reflect renewed optimism surrounding artificial intelligence chips and their applications. We are constructive on a broad-based recovery in semiconductor demand in 2024.
Seeking Alpha · 03/08 08:20
China, The Fed's Dot Plot, And Other Things To Watch In March
China's National People's Congress set a growth target of 5%. The US Federal Reserve's March dot plot is expected to show expectations for only two rate cuts in 2024. Disinflation is still expected to continue in March. Japanese equities are poised to drop from their early February peak.
Seeking Alpha · 03/06 11:30
China's 2 Sessions Sets The Stage For 2024
Seeking Alpha · 03/05 15:45
Weekly Report: what happened at CNXT last week (0226-0301)?
Weekly Report · 03/04 12:23
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