China’s GDP growth has been maintained above 10% for the past two decades. However, whether China can continue to sustain such growth is largely questioned. According to a recent report from Morgan Stanley, there is a likelihood that China’s growth Read the rest of this entry »
Is China’s housing market in a bubble? Will China’s real estate price go up or down? What are the factors behind to support an ever increasing housing price in China? These are all big tough questions. Recently a graph from Credit Suiss caught Chinatells’ attention. Read the rest of this entry »
Jim Chanos is still bearish on China and still short property stocks and commodity stocks related to China. Obviously Chanos has been hurt recently. However, he still holds his view firm and thinks that China’s building boom will not end up well. Chanos will also show up in the coming movie: Wall Street 2 – Money never sleeps. Interestingly Chanos has never been to China.
查诺斯曾经说过中国房地产泡沫是1000个迪拜。最近他在接受CNBC访问时表示他们继续看空中国。他感觉中国的投资拉动型经济增长会有恶劣的后果。同时他表示自己从来没去过中国，但是显然他做过很多关于中国的细致的研究。
Sep 18
In 2007 just before the great recession, a theory of ‘de-coupling’ caught the attention of most economists and market commentators. The argument goes that as the emerging markets such as China and India have developed robust domestic markets, they are likely to be de-coupled from a slow down of economic development in G7, lead by USA. Read the rest of this entry »
China’s production of houses has been increasing at least as rapid as the economic growth in the past decade. However, the proportion of economic housing space, which is supposed to be supplied to those who are unable to afford to a house, has continued to decrease on a proportional basis. According to the data from CEIC, the total floor space constructed has increased from around 100 million Read the rest of this entry »
According to the classic Marxist economic theory (which is the mostly taught economics in China), three factors are key for productivity: Capital, Labor and Land. Among them, according to Marx, the most important factor is labor. Following this logic, Read the rest of this entry »
According to the data from CEIC and JP Morgan, China’s minimum wage has been increased across the country. Among different areas, the minimum wage in Shanghai is the highest, exceeding 1100 RMB per month. To follow are some other Eastern regions such as Zhejiang, Fujian and Guangdong. The minimum wage in the West is relatively lower. Read the rest of this entry »
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 »
You are currently browsing the archives for September, 2010
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)