Market Sentiment & Lateral Thoughts
The big surprise for most foreign investors will be moves to clean up “Shadow Banking”. The National People’s Congress (NPC) March meeting will point the way ahead. Action should take place soon after. The … Read the rest
There has been one constant theme to all of our six or seven visits to China so far this year, writes Simon Hunt of Simon Hunt Strategic Services.
In each visit we have reported deterioration in economic conditions from … Read the rest
Misallocation of capital, speculation, corruption,an aging working population and tighter monetary growth could dampen China’s growth in the next decade.
Declining orders, weaker industrial statistics and anecdotal evidence, indicates that China’s official growth numbers are overstated. Reported, official, first