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Chinese Economy

The Chinese economy is not the stock market — portfolio positioning in slower growth Chinese Economy

The Chinese economy is not the stock market — portfolio positioning in slower growth

Every finance professor warns that high gross domestic product (GDP) growth doesn’t always translate into high returns for the stock market. The inverse (low GDP does not mean negative returns) is also true, particularly in the short term. In mature markets, profits for the largest firms are not directly tied…
bubmag
May 13, 2022
Exactly how pessimistic are you about the Chinese economy? — Q&A with Anne Stevenson-Yang Chinese Economy

Exactly how pessimistic are you about the Chinese economy? — Q&A with Anne Stevenson-Yang

I first met Anne Stevenson-Yang in Beijing in the late 1990s when she ran the big, scary competitor to the failing startup print magazine that I was editing. She is the co-founder of J Capital Research, which does financial and economic research in Asia. For 25 years, she lived in…
bubmag
May 13, 2022
Xi Jinping warns people for questioning China’s zero-COVID policy Chinese Economy

Xi Jinping warns people for questioning China’s zero-COVID policy

Synopsis As severe, regular lockdowns stoke public anger and hit the Chinese economy, China's top leader Xi Jinping has issued the harshest warning against anyone who challenges the country's zero-COVID policy.PTIBeijing: In this photo released by China's Xinhua News Agency, Chinese president Xi Jinping delivers a speech via video link…
bubmag
May 6, 2022
Longtime China bull Stephen Roach says there’s ‘no way’ Beijing will meet its 5.5% growth target Chinese Economy

Longtime China bull Stephen Roach says there’s ‘no way’ Beijing will meet its 5.5% growth target

China is facing "enormous risk" and at the moment and is unlikely to meet its economic growth target for the year, according to economist Stephen Roach, who has been a longtime bull on the Asian giant. "I'm a congenital bull on China," Roach told CNBC's "Squawk Box Asia" on Friday.…
bubmag
May 6, 2022
In another war, the battle of Shanghai is raging — and so far COVID is winning Chinese Economy

In another war, the battle of Shanghai is raging — and so far COVID is winning

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bubmag
April 8, 2022
Seeds of progress in Russia-Ukraine peace talks partly offset China slowdown fears in City Chinese Economy

Seeds of progress in Russia-Ukraine peace talks partly offset China slowdown fears in City

Monday 28 March 2022 6:30 pm The capital’s premier FTSE 100 index jumped 0.23 per cent to 7,500.19 points, while the domestically-focused mid-cap FTSE 250 index, which is more aligned with the health of the UK economy, climbed 0.53 per cent to 21,067.93 points (Photo by Anastasia Vlasova/Getty Images) Seeds…
bubmag
March 28, 2022