China’s Auto output leads the league in the growth of durable goods in Q1 2010. According to a latest study, China’s Auto output increased around 130% in Q1 2010 on a y-o-y basis, which is much faster than any other items. Read the rest of this entry »
Archive for category Stats China (统计图表)
A comparison between China’s equity market and that of Saudi Arab’s shows more potential downside of China’s equity market. Saudi Arab’s equity market started to climb up around 2000 and continues to the top in 2008. During 2008 Saudi’s property bubble burst badly, Read the rest of this entry »
It seems that China is the biggest target to be attacked in WTO, at least till 2008. A latest study shows that China has received far more anti dumping case allegation in WTO than any other countries. Based on the summary of anti dumping cases in WTO from 1996 to 2008, Read the rest of this entry »
China’s manufacturers, especially the low value added ones, are struggling on the brink of survival and bankruptcy. According to a latest study, the low value added industry lives on an average gross profit margin of less than 4%. Read the rest of this entry »
hina’s government has an ambitious plan to expand the existing railway network in the next 5 years. According to the latest 5-year plan unleashed by State Council, China is going to expand or upgrade Read the rest of this entry »
China’s Housing Price is the highest in the world based on housing price/income ratio and far leads the second runners. According to a latest study, Read the rest of this entry »
What’s the secret of China’s economic growth in the last two decades? Such is a question that has bothered numerous economists. One of the answers seems to lie in the increase in productivity. Read the rest of this entry »
China’s Property Sector of the stock market has been hit hard during Q1 of 2010. In 2009, MSCI property sector gained about 85%. During Q1 2010, Read the rest of this entry »
A lastest study shows that Hongkees have the highest disposable income per capita in Asia. Hongkong’s GDP per capita at around USD 30,000 is also one of the highest in East Asia, Read the rest of this entry »
A cross section analysis of China’s stock market shows that the Financial sector now is showing the lowest PE compared to the rest. Read the rest of this entry »
It seems that China’s steel manufacturers are still enjoying good margins. According to a latest study, on average steel manufacturers enjoy a gross margin of about RMB 500/Ton in May and about RMB 400/Ton in June, Read the rest of this entry »
The Greece Debt crisis has caught the attention of most investors. The spiral of government and private debt, especially held by foreign creditors, is causing turmoils in the International capital markets. Read the rest of this entry »
China is world’s primary drive for demand in commodities. Above chart illustrates China’s demand share in World’s total demand for different commodities. Read the rest of this entry »
Above study intends to evaluate the impact of RMB appreciation on equity market in different parts of the world. The chart is the performance of equity market in local currency and USD during 6 months after the RMB appreciation in July 2005. Read the rest of this entry »
China’s monetary policy is not the tightest, nor the most loose among Asia peers. The real interest rate (policy rate – inflation) is about par in China. In comparison, Read the rest of this entry »
The latest stats about China’s QDII (Qualified Domestic Institutional Investor) shows that most of the institutions are heavily exposed to equity market. The total AUM that QDII manages is about 73 billion RMB, with China AMC, Southern, Harvest and China International as the leading institution. Read the rest of this entry »
China’s Property price has caused attention from the central government, and the state council has released a series of policies to curb the speculation in property market. Read the rest of this entry »
China’s Export has moved up the value chain in the last 20 years. A comparison of China export goods sector shows that the proportion of machinery and transport equipment Read the rest of this entry »
It seems that China’s import of commodites might be slowing down during Q1 2010. According to a latest stats analysis, the commodity import slowed down significantly y-o-y in Copper, Read the rest of this entry »
USA and EU used to be China’s top export destination. Such a trend, however, is being challenged and changed. In 2010 so far, it seems that Asia ex-Japan has become the top Read the rest of this entry »
China’s auto market is the world’s fastest growing market and just recently surpassed USA to become the world’s biggest car market (only slightly behind EU which is not a country). Read the rest of this entry »
Two cities in Hainan Province of China lead the property boom in 2009 across the nation. The housing price in Haikou and Sanya went up around 60% y-o-y in 2009, Read the rest of this entry »
Since the financial crisis, China’s Insurance companies have been valued at the highest level among the world peers, including Warren Buffet’s Berkshire Hathaway. Read the rest of this entry »
According to a recent study, the Rental Yield of properties in Shanghai and Beijing leads that of Asian peers such as Tokyo, Hongkong and Singapore. Read the rest of this entry »
Monetary growth continues to slow down in March. M2 growth slows down to 22.5% y-o-y, which is 2.5% slower than that of Feb. RMB loan growth slows down to 21.8%, Read the rest of this entry »

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)
China's Environmental Crisis (中国的环境威胁)
Mr China – A memoir (中国先生)
The Chinese Century (中国世纪)
Who will Feed China: Wake Up Call for a Small Planet (谁来养活中国)
Asia Hotel
WCM