Category: Plenum
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China plenum meeting against the background of calls for more economic stimulus
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In case you missed it, China’s weak Q2 GDP data is here in this post, and it’s wrong for both the quarter/year and the year: The reasons behind China’s relatively slow growth are not mysterious: Long-term downturn in the real estate market Real estate sector is burdened with debt Household…
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Keep an eye on China’s Third Plenum meeting next week
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Shanghai Comp Daily This week’s CPI data showed that China has room for policy stimulus, and its weak economic performance certainly justifies it. There is some optimism with some Chinese stocks rising this week (from lows). The leadership meeting will outline efforts to boost advanced manufacturing, review the tax system…
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China’s Plenum Promises Cues for Commodity Bulls and Bears
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Breadcrumbs Path Links PMN Business Chinese commodities markets entered the second half of the year on a downward trend, raising expectations that next week’s major policy meeting in Beijing will show how the government plans to deal with problems related to excess capacity and slumping demand. Article author: Bloomberg News…