The world Metal’s demand is highly dependent on China’s housing sector. According to the latest stats from World Bureau of Metal Statistics, China’s housing sector accounts for a big chunk of demand for some of the metals such as Steel, Zinc and Copper. Read the rest of this entry »
China’s Share of Global Bulk Cargo has continued to go up since 1995. The share of China increased from about 15% of global bulk volume to more than 30% by 2009. Such is a reflection of the growth of China’s economic strength and growing importance in world cross boarder trade. Read the rest of this entry »
The past ten years can be labeled as the decade of the emerging markets. Based on MSCI World Equity Index, the stock market in emerging markets including China has outperformed that of USA and Japan by far. The best performer is Russian equity market, Read the rest of this entry »
There is an old saying in China that: it is fine to have little, but it is problematic to distribute unevenly. The Chinese wisdom is powerful in explaining the world that we are living in. According to a study by Bank of America, the labor income as a percentage of GDP in China has continued to decrease despite the fact that total income has increased in the last 20 years. Read the rest of this entry »
Recently a graph from JP Morgan has caught the attention of Chinatells. According to the stats compiled by JPM, China’s residential land price change (YoY) has always lagged that of GDP, until end of 2009/beginning of 2010. Since then, the land price increase has surpassed that of GDP increase. Read the rest of this entry »
China government unleashed the world’s most aggressive stimulus plan in ’09 for 4 trillion RMB. Due to the scale of such a stimulus, the fiscal deficit has grown exponentially to more than 800 billion RMB at one point. Since the beginning of 2010, however, Read the rest of this entry »
According to a latest study from Standard Chartered Bank, China has been slowing down in the direct purchase of US Treasury since January 2010. However, it is likely that China has been purchasing more US treasury through UK and Hongkong. Read the rest of this entry »
The global financial crisis in 08/09 has pushed many scholars and economists to think what is the cause behind the crisis and the measure to address it. One of the most frequently quoted cause is the global imbalance in trade: Read the rest of this entry »
According to the stats from China’s Bureau of Statistics, Shenzhen has the highest urbanization rate in China, equal to 100%. The other cities with a relatively high urbanization rate are Beijing, Shanghai, and Guangzhou. In terms of population, Read the rest of this entry »
It seems that the pace of Chinese property companies’ acquisition of land has been slowing down since Jan. According to a latest research from Centaline, the land acquisition for the 10 biggest property companies has shrunk from more than 2 million Read the rest of this entry »
What is the real income of a Chinese household? There seems never a clear answer. The National Bureau of Statistics does release the estimate of Chinese household’s income on a national level. However, the figure looks unrealistically low. For example, according to the official f Read the rest of this entry »
China Merchant Bank is the best performer in terms of absolute return and relative return to benchmark in the last 12 months, according to a latest study. The share price (H) of CMB has increased about 25% in the last 12 months, and up more than 10% Read the rest of this entry »
The housing price in Shanghai is increasingly unaffordable according to a latest study. The Shanghai housing price affordability index has continued to go up since 2008, reaching almost the high in 2004. An increase in such an index shows Read the rest of this entry »
China Property companies’ share valuation is at the lower end compared to historical records. Since 2003, China’s property stocks have been trading at a multiple between 9X and 60X. The multiple collapsed in end 2008/early 2009 to touch a low in the last 10 years, Read the rest of this entry »
China’s IT Service Spending has big potential to go up. According to a latest statistic study, China’s IT service spending amounts to only about 0.2% of the nation’s GDP during 2007 to 2009. In contrast, both Japan and USA spend more than 2% of their GDP on IT. Read the rest of this entry »
China government has one of the world’s best balance sheet compared to most other foreign peers. Such a solid fiscal position can be revealed from China government’s debt level. Since 1996, China government’s domestic debt continues to Read the rest of this entry »
China’s housing price might have more potential to go down rather than go up. A review of the relationship between the price of China’s national property price and Chinese real estate companies listed on A share shows such a trend. Read the rest of this entry »
The recent tightening measure from the central government in the property sector has brought some hope for those who are still short of a flat. Read the rest of this entry »
China’s copper import in May continues to slow down after the country posted a high in March. Overall the import of copper in the first half of 2010 is almost at the similar pace of that in 2009, but much higher than that of 2008. Read the rest of this entry »
The labor cost in Chinese manufacturing’s Cost of Goods Sold (COGS) is at a minimal level according to a latest survey. In the Total Market, the Labor Cost/COGS is only around 1.4%. Read the rest of this entry »
China’s May Data released by Bureau of Statistics paints a picture of continued robust growth in export, manufacturing and mild growth of monetary base. Read the rest of this entry »
Jun 5
A look back of the stock market in the last 2 years shows that if one invests some money in the US stock market, he would have got exactly the same return as if he had invested in the China’s stock market (Hang Seng Index). The chart shows that the two stock Read the rest of this entry »
China’s Coal production continues to grow up in 2010, reflecting the country’s savvy appetite for energy. For the first three months ni 2010, China produced about 750 million tons of Coal, Read the rest of this entry »
A cross nation comparison shows that China’s households are not leveraged at all in terms of house mortgage. In the last ten years, Read the rest of this entry »
Andy Mantel is the Managing Director of Pacific Sun Investment Management Ltd. During an interview with Bloomberg, Andy reckons that there are still downside potential for China’s property and Banking sector. Read the rest of this entry »
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Are you a China Bull? (您对中国有信心么)
Is there a bubble in China property (中国房产有泡沫么)
Secret for China's Growth (中国经济增长原因探讨)
1421: the year China discovered the World
China's Environmental Crisis (中国的环境威胁)
China's Unfinished Revolution (未完成的革命)
Mr China – A memoir (中国先生)
The Chinese Century (中国世纪)
The State of China Atlas (中华新地图)
To live (活着)
Who will Feed China: Wake Up Call for a Small Planet (谁来养活中国)
Asia Hotel
WCM
Chinatells (主页)