China Charts
Subscribe
Sign in
Home
Archive
About
Share this publication
China Charts
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
China Charts
Informative charts about China for finance professionals.
Launched a year ago
Subscribe
No thanks
By registering you agree to Substack's
Terms of Service
, our
Privacy Policy
, and our
Information Collection Notice
LONG VIEW: Putting Numbers On The Elephant
We build on the LGFV Fragility Index from the last post to construct an aggregated national index. We make some interesting inferences & adjust it using a proxy indicator. Data files attached.
China Charts
9 hr ago
1
Share this post
LONG VIEW: Putting Numbers On The Elephant
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
New
Top
Community
LONG VIEW: LGFV Fragility
Using macro data we build a Fragility Index for 33 cities in China to be used as a backdrop proxy for Local Government Financing Vehicle (LGFV…
China Charts
Jan 17
3
Share this post
LONG VIEW: LGFV Fragility
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
THE BRIEF: What's behind high household net deposits, Consumer confidence, Business conditions, PBOC urban depositor survey
Trying to make sense of things
China Charts
Jan 10
6
Share this post
THE BRIEF: What's behind high household net deposits, Consumer confidence, Business conditions, PBOC urban depositor survey
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
Holiday Brief: Activity declines with virus spread, GDP's Consumption share remains low, China's oil demand, Global economy in transition…
Merry Christmas!
China Charts
Dec 23, 2022
9
Share this post
Holiday Brief: Activity declines with virus spread, GDP's Consumption share remains low, China's oil demand, Global economy in transition, 2023 China consumer report
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
LONG VIEW: Pyrrhic Victory
And no V-shaped recovery
China Charts
Dec 13, 2022
2
Share this post
LONG VIEW: Pyrrhic Victory
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
THE BRIEF: Useless positive case stats, Consumer confidence, Unemployment, Wages, Business conditions, Restaurant sales, Industrials, Global…
Trying to make sense of things
China Charts
Dec 8, 2022
3
Share this post
THE BRIEF: Useless positive case stats, Consumer confidence, Unemployment, Wages, Business conditions, Restaurant sales, Industrials, Global trade reconfiguring
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
LONG VIEW: Energy, Chips, War-Making Capacity, and Taiwan
Mapping today's issues onto Ian Morris' development index of East vs West
China Charts
Nov 30, 2022
4
Share this post
LONG VIEW: Energy, Chips, War-Making Capacity, and Taiwan
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
THE BRIEF: Consumption, Covid surge, Subway traffic, Protests, Demographics, Questions, Power & Love
Trying to make sense of things
China Charts
Nov 26, 2022
7
Share this post
THE BRIEF: Consumption, Covid surge, Subway traffic, Protests, Demographics, Questions, Power & Love
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
See all
Recommendations
Sinocism
Bill Bishop
Bert’s Newsletter
Bert Hofman
China Charts
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts