Showing posts with label China. Show all posts
Showing posts with label China. Show all posts
Thursday, May 27, 2021

27/521: Euromoney on China's Belt-and-Road Initiative

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  Euromoney recently covered update of risk analysis involving development of China-led Belt and Road initiative:  https://www.euromoneycoun...
Thursday, May 13, 2021

13/5/21: BRIC Composite PMIs April 2021: Recovery Fragile, Inflation Heating Up

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April PMIs for BRIC economies show continued strengthening in the recovery in China and Russia, moderation in the recovery momentum in India...
Thursday, April 8, 2021

8/4/21: BRIC Composite PMIs 1Q 2021: A Mixed Bag for Recovery Votes

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  I covered BRIC Manufacturing PMIs for 1Q 2021 ( https://trueeconomics.blogspot.com/2021/04/5421-brics-manufacturing-pmis-1q-2021.html ) an...

8/4/21: BRIC Services PMI 1Q 2021: Slowing Growth Momentum

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 Earlier this week, I posted on the latest PMI reports for BRIC economies for Manufacturing sector ( https://trueeconomics.blogspot.com/2021...
Tuesday, May 26, 2020

26/5/20: BRICS Growth Forecasts

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BRICS and other major emerging economies: growth impact of COVID19 Note: Arrows indicate the change in Bloomberg consensus forecasts...
Sunday, May 10, 2020

10/5/20: COVID19 Charts Update

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As the U.S. and many parts of Europe are moving into the 'second stage' of COVID19 measures, relaxing some of the social distancin...
Monday, May 4, 2020

4/5/20: Updated Covid19 charts

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Post-weekend updated charts on COVID19: First off, global comparatives on incidence rates and death rates: The above chart show...
Sunday, May 3, 2020

3/5/20: Financial Strength Across Emerging Markets

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A somewhat simplified, but nonetheless telling heat map of financial strengths and vulnerabilities across emerging market/middle income ec...
Sunday, April 19, 2020

19/4/20: BRICs PMIs Q1 2020

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Coronavirus early impact on the global economy is quite evident now through the BRIC economies PMIs that cover the first two months of t...
Friday, February 7, 2020

7/2/20: Mapping Real Economic Debt: BRICS

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Some great charts on real economic debt, via IIF, with my highlighting of the BRICS economies: First off, mapping corporate debt and gov...
Tuesday, January 21, 2020

21/1/20: Inflation and Growth: BRIC 2020

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Via Danske Bank Research, an interesting chart showing 6-12 months forward expectations for inflation (CPI) and economic growth (GDP) for ...
Wednesday, January 15, 2020

15/1/20: What Trade Deal Phase 1/N Says About the Four Horsemen of Apocalypse

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Phase 1 of N of the "Greatest Trade Deal" that is "easiest to achieve' by the 'stablest Genius' is hitting the ...
Tuesday, January 7, 2020

7/1/20: BRIC Services PMIs 4Q 2019

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BRIC Services PMIs have been a mixed bag in 4Q 2019, beating overall Global Services PMI, but showing similar weaknesses and renewed volat...
Sunday, January 5, 2020

5/1/20: BRIC Manufacturing PMIs 4Q 2019

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As global manufacturing sector activity barely stayed above the recession line in 4Q 2019, BRICs manufacturing PMIs indicated a cautious u...
Saturday, August 24, 2019

23/8/19: Counting Trillions: The Unrelenting March of Debt

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The never-ending march of leverage: Between 2001 and 2008, Big 4 Non-Financial Sector Debt rose USD 30.04 trillion or 96.5 percent fr...
Tuesday, July 23, 2019

22/7/19: What Import Price Indices Do Not Say About Trump's Trade War

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A few days ago, I saw on Twitter some economics commentators, not quite analysts, presenting the following 'evidence' that Trump t...
Saturday, July 13, 2019

13/7/19: BRICS and G7

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As a side note: the BRICS now have a bigger share of the world economy than the Euro area and the U.S. combined: In 2019, BRICS combin...

13/7/19: BRICS Current Account Surpluses: Its Russia and China Story

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China and Russia dominate BRICS' current account dynamics and this is not about to change. Both China and Russia have been postin...
Sunday, July 7, 2019

7/7/19: 2Q 2019 BRIC PMIs: The Bad, The Ugly, and The Uglier Still

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BRIC PMIs for June are out and with them we have 2Q 2019 figures. And the story they tell is two-fold: Fold 1: There is an ongoing Glob...
Friday, May 3, 2019

3/5/19: Global and BRIC Manufacturing PMIs signal ongoing growth declines

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The latest data, released this week by Markit under their PMI headings, shows that manufacturing sector global slowdown has entered into i...