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Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations


Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations


Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations


Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations


Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations


Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations


Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations


Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations


Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations


Konjunkturticker

Der Pulsschlag der Weltökonomie

Donald Trump’s next step: currency intervention

The US dollar is standing tall, stubbornly refusing to do Donald Trump’s bidding. In his efforts to shrink the US’ trade deficit, the President has an intelligible interest in checking the greenback’s strength. And we think he will not refrain from the ultimate instrument to achieve this end: direct intervention by the Treasury on foreign exchange markets.

weiterlesen →

14. August 2019, 11:11 Uhr

Kategorien: Asia, China, Forex, Liquidity & Transactions, Markets, Trade war, US, US-Dollar

Trade deal probably not before the US presidential elections

It has been being a veritable rollercoaster ride so far: the state and prospects of the US-China trade talks. Frosty periods and even break-downs have been followed by mutually ostentatious good-will, only to collapse again. These days are no different: After a restart of the talks at the G20 summit in Japan in June, Donald Trump has unnerved markets and businesses again by stating that he was in no hurry to cut a deal. So how likely is an agreement between the two economic superpowers, and when, if at all, might it happen?

weiterlesen →

19. July 2019, 11:03 Uhr

Kategorien: Asia, BRICS, China, Exports, Growth, Trade, Trade war, US

Trump’s trade wars becoming reality threaten to topple goldilocks economy

containers

With Donald Trump threatening an escalation of the trade conflict with China again, our early analysis as much as warning at the beginning of last year becomes completely vindicated, after way too much complacency among commentators and investors alike:

weiterlesen →

06. May 2019, 11:18 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, Growth, Markets, Singapore, Trade, Trade war, US

First default by Chinese state-owned enterprise in two decades heralds trouble

It is by no means the first default of a Chinese company in recent years, with three private enterprises falling short of their debt obligations this year alone. It even isn’t the first default by a state-owned enterprise (SOE), at least insofar as the onshore Renminbi market is concerned. But Qinghai Provincial Investment Group marked the first instance of a Chinese SOE in twenty years defaulting on an offshore dollar bond, heralding a new chapter in the increasingly marred story the Chinese economy has become.

weiterlesen →

28. February 2019, 12:34 Uhr

Kategorien: Asia, BRICS, China, Debt, Markets

Hong Kong retail sales with mighty bounce, finally confirming recent positive trend

All over the months in between 2011-2015, retail sales growth in Hong Kong lost steam continuously, falling to a multi-year low of almost -20 per cent year-on-year at the beginning of 2016. Once among the stars of retail hot spots, the city state lost out to direct competitors such as Singapore as much as upcoming cities in Asia and the Gulf states.

weiterlesen →

31. May 2018, 15:03 Uhr

Kategorien: Asia, China, Consumer confidence, Exports, Households, Retail & Services

Chinese capital controls created and rescinded in opaque fashion to face self-defeat

Chinesischer Drache

We’ve already written extensively on it in our monthly bulletin (see issues 06/17, 10/17), and the story seems set to be continued for many months to come: Chinese capital controls are created and abolished simultaneously in mind-boggling fashion, leaving investors confused about China’s future intentions with regard to its financial markets.

weiterlesen →

14. November 2017, 19:02 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Liquidity & Transactions, Markets, Regulation

China trade structurally broken – and world markets happily ignore it to their peril

09. August 2016, 12:14 Uhr

Kategorien: Asia, BRICS, China, Emerging Markets, Exports, FDI, Growth, Trade

Slumping Chinese imports threaten world’s exporters

13. June 2016, 16:10 Uhr

Kategorien: Asia, BRICS, China, Commodities + Energy, Emerging Markets, Exports, Growth, Manufacturing, Trade

Japan Q1 growth consistent with our projections

We’ve repeatedly been way more positive on Nippon than most commentators – and commenting on the Q1 growth ‘surprise’, the Wall Street Journal pinpoints the main reason:

18. May 2016, 11:13 Uhr

Kategorien: Asia, China, Exports, FDI, GDP, Growth, Japan, Manufacturing

Singapore confounds experts with strong growth, confirming our expectations