Here’s a truthful look at what’s happening in the single most underestimated, misunderstood, and perpetually disrespected country on earth – China – and:
- why it’s stock market is creating an ideal moment to invest,
- how savvy investors are jumping in, and
- what steps you can take to join them (including three investments you can make today).
Here’s everything you need to know…
2. Chinese Home Price Data Showing Improvement
Home prices have represented a multi-faceted threat to China’s economy through not only the relationship with the financial system, but also to the consumption story via the wealth effect. The most recent data presented in this article concludes that Policymakers’ earlier efforts to support/stimulate the housing market are indeed working, something which could significantly reduce overall risks in China’s financial system.
3. Chinese Steel Exports Rising
Steel mills are under pressure to close excess capacity but so far the result has been limited, excess capacity is being offered for export rather than any real attempt made to exercise market discipline and shutter plants. As THIS article points out, the trend is likely to get worse before it gets better, particularly if Beijing’s hard line continues, we can expect more trade disputes and possibly lower prices in the year ahead.
Related Articles from the munKNEE Vault:
1. China: Latest Economic News Is Distressing – Very Distressing
Take a moment to read these introductions to a number of articles about the trials and tribulations of the economic miracle of China. It is most likely you will find a number of them well worth your time to read and reflect upon. Read More »
2. China’s Economy: the Good, the Not-so-Good & the Downright Ugly
Much is written these days about the trials and tribulations of the economic miracle of China – but most is totally ignored. Take a moment to read these introductions to a number of such articles. You might find some of them well worth the time to read and reflect upon. Read More »
3. Why Is China Buying Up The World’s Gold? Here’s Why
The reason for China’s massive gold accumulation is to destroy its enemies by attacking their economic base & that is exactly what China is doing to the USA. Read More »
4. 70% Probability of Recession In China By 2020 – Here’s Why
I think there is a 70% probability that it will do so within the next five years and the probability that China will suffer either a hard landing OR a long period of Japanese-style stagnation…is over 95%. Read More »
5. The Bare Facts On How Durex Sells Condoms in China
Selling condoms in China is difficult. After purchasing Durex in 2010 Reckitt Benckiser set out to expand its 30% market share there but quickly realized its usual strategy was not going to work in China so it went for an all-social and all-digital strategy overhaul and the results were dramatic. Here’s why. Read More »
6. The End Is Near: China’s Economic Bubble Is About to Burst
China’s model (and economy) will fail drastically, proving once and for all that government-planned economies do not work as well as free market capitalism balanced by democracy. This article identifies seven signs showing that the end is near. Read More »
7. The Boom in China Is Over BUT the “Bust Talk” Is Far Overdone. Here’s Why
China has decided to try and walk back from the edge of a Minsky moment and engineer a soft landing. They have made a decision to pop the bubble deliberately, allow defaults to instill market discipline and remove the moral hazard currently in place. They are moving into the modern world as fast as possible based on the enormous tasks they have embraced so we probably can expect no more booms but probably not a bust either. Let me explain. Read More »
8. China’s Debt Binge & Buying Spree Is About to Burst!
When it comes to reckless money creation, China is the king. Over the past five years Chinese bank assets have been fueled by the greatest private debt binge that the world has ever seen. Unfortunately for China (and for the rest of us), there are lots of signs that the gigantic debt bubble in China is about to burst, and when that does happen the entire world is going to feel the pain. Let me explain. Read More »
China is buying up the world – big time! Take a look. It’s all shown here in one map. Read More »
10. Now You, Too, Can Predict When China Will Overtake America Using This Cool Interactive Tool
America’s GDP is still roughly twice as big as China’s (using market exchange rates). To predict when the gap might be closed, The Economist has updated its interactive chart below with the latest GDP numbers. This allows you to plug in your own assumptions about real GDP growth in China and America, inflation rates and the yuan’s exchange rate against the dollar. [Plugging in our assumptive] numbers China will overtake America in 2018. [Share your prediction in the “Comments” section at the bottom of the page.] Read More »
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