China Economic News
24-07-2019, 12:40 PM
China's credit push to small firms falters in factory heartland
https://www.reuters.com/article/us-china...UI2WO?il=0
You can find more of my postings in http://investideas.net/forum/
31-07-2019, 08:54 PM
China’s control over its entire economy weakened as Baoshang Bank failure starts domino effect
https://www.scmp.com/economy/china-econo...shang-bank
You can find more of my postings in http://investideas.net/forum/
21-08-2019, 05:19 PM
(This post was last modified: 21-08-2019, 05:24 PM by dreamybear.)
Either an outliner company with super strong moats in China(being not affected by trade dispute, HK protest) or mainland Chinese not as economically affected as thought ....
-------------------------------------------------------------- Estee Lauder sees no slowdown in China ST 21 Aug 2019 BENGALURU • Estee Lauder has forecast full-year revenue and profit above Wall Street expectations, putting to bed concerns of slowing demand in China due to trade tensions and Hong Kong protests as sales of its luxury skincare products soared, propelling its shares to a record high. Major cosmetic companies such as Estee Lauder and L'Oreal are seeing a boom in their business in the Asia-Pacific region, mainly in China, as affluent millennials spend more at beauty retailers and duty-free stores in airports..... The efforts helped sales in the Asia-Pacific region grow 18 per cent in the fourth quarter, while sales in the skincare business, its biggest and most profitable, rose 15 per cent to US$1.59 billion (S$2.2 billion), boosted by demand for its premium skincare brands such as La Mer and Clinique..... Estee Lauder, which also forecast first-quarter sales growth and profit above expectations, said the outlook took into account the potential impact of the Hong Kong protests and the protracted US-China trade dispute, as well as costs related to Britain's impending exit from the European Union. "We are not seeing any slowdown in China at this point in time," said chief executive officer Fabrizio Freda...... Read more : https://www.straitstimes.com/business/es...n-in-china
21-08-2019, 07:43 PM
Those affected are not the elite class, but the blue collar workers...
Gain in Vietnam = Lost to China
05-09-2019, 04:33 PM
Simply Explained -Kyle Bass & Jim Chanos — Chinese Economy
https://www.bbccnnlife.com/simply-explai...e-economy/
You can find more of my postings in http://investideas.net/forum/
05-09-2019, 07:34 PM
(05-09-2019, 04:33 PM)Behappyalways Wrote: Simply Explained -Kyle Bass & Jim Chanos — Chinese Economy I used to think Bass is very smart until he started to talk too much. Both of them has been bear for so long that they will eventually be right like a stopped clock
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
Think Asset-Business-Structure (ABS) 
Seems like Chinese tourist is not travelling as much and is now staying home, so probably has more money to spend locally in china boosting local consumption. However given poor manufacturing PMI numbers and new tariffs taking effect, its probably a matter of time before their business goes into a slump.
Asia's Beaches Go Quiet as Chinese Tourists Stay Home https://www.bloomberg.com/news/articles/...ay-at-home
Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
08-09-2019, 07:05 PM
(This post was last modified: 08-09-2019, 07:05 PM by Behappyalways.)
(safe to depreciate currency further since there is no sign of outflow....)
China’s exports fall unexpectedly in August, as trade war continues to slam industrial economy https://www.scmp.com/economy/china-econo...-continues China's August forex reserves rise to $3.1072 trillion https://in.reuters.com/article/china-eco...NKCN1VS03B
You can find more of my postings in http://investideas.net/forum/
01-10-2019, 09:41 AM
2019.09.29【文茜世界財經週報】大陸進入十一模式 美中持續鞏固貿易談判氛圍
https://www.youtube.com/watch?v=GPZLK4uj...xu&index=3
You can find more of my postings in http://investideas.net/forum/
09-10-2019, 02:33 PM
2019.10.05【文茜世界周報】大陸紀念改革開放40年 回看發展歲月
https://www.youtube.com/watch?v=lZSjGQwl...AU&index=2 2019.10.05【文茜世界周報】56門禮炮70響轟鳴 開啟大陸「建政」70年大閱兵 https://www.youtube.com/watch?v=V6EM9Us8...AU&index=1
You can find more of my postings in http://investideas.net/forum/
|
|
« Next Oldest | Next Newest »
|
Homepage
PR Newswire
