Новостная лента

• 

  ‘Serious competition' as Chinese EV brands expand to global markets

  Market Watch

  01 мая 2023 г. в 22:56

  YOKOHAMA, Japan — Osamu Furukawa has driven lots of Japanese cars for his business converting classic gasoline-powered models to electric. But his favorite ride is an import: A battery-powered SUV from China's BYD Auto.

• 

  China Growth - Reboot And Rebalance

  Seeking Alpha

  19 апр 2023 г. в 12:25

  China's stronger-than-expected growth bodes well for many EMs – but does it also mean additional inflation risks down the toad? Even though the IMF spring meetings eased concerns about a recession in advanced economies, both the U.S. and the Eurozone are expected to expand by about 1% or so this year in real terms.

• 

  Factory Activity Revives In Mainland China As Economy Reopens

  Seeking Alpha

  01 мар 2023 г. в 09:22

  While there were some uncertainties as to whether looser COVID-19 restrictions will boost the economy or lead to more disruption amid rising illness rates, the early evidence from the PMI surveys is encouraging. Jobs growth also resumed for only the second time in just over one-and-a-half years, suggesting factories were by and large able to expand workforce numbers to meet demand and a brightening outlook.

• 

  Mainland China's Resurgent Service Sector Growth And Near-Record Confidence Fuel Economy Hopes For 2023

  Seeking Alpha

  04 февр 2023 г. в 12:03

  As hoped, looser COVID-19 restrictions have boosted service sector activity in mainland China, adding to hopes that resurgent economic growth will be seen in early 2023 and fueling speculation of diminished global recession risks. Companies widely cited the additional freedoms created by the unwinding of COVID-19 health restrictions as having boosted business levels, driving in particular a resurgence in new business inflows after four months of continual decline, which had been blamed primarily on the Omicron outbreak.

• 

  China: Reopening Should Drive Growth

  Seeking Alpha

  21 янв 2023 г. в 05:44

  The policy update doesn't contradict the broader goals for Common Prosperity; the priorities have been reset and focuses rebalanced to tilt toward managing risk while reviving growth. I do not foresee major changes in monetary policy, which has been moderately accommodative for the past two years.