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LONG VIEW: Japan, not South East Asia, the main beneficiary of China's supply chain disruptions?
#SupplyChain
China Charts
Mar 14
2
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LONG VIEW: Japan, not South East Asia, the main beneficiary of China's supply chain disruptions?
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LONG VIEW: Funnily Enough...
A follow up on media tone
China Charts
Mar 8
2
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LONG VIEW: Funnily Enough...
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February 2023
LONG VIEW: Taiwan Tensions Index
Using SEC company filings to track corporate concern over China-Taiwan-US tensions
China Charts
Feb 28
3
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LONG VIEW: Taiwan Tensions Index
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The Brief: global value chains, real estate, coal power more expensive, global trade signposts, transcript mining
Trying to make sense of things
China Charts
Feb 24
1
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The Brief: global value chains, real estate, coal power more expensive, global trade signposts, transcript mining
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LONG VIEW: Diverging East-West Media Tone on China's Economy, China Exposures by US-Listed Companies
Two interesting data sets this week: (1) GDELT for media tone, and (2) SEC filings for company China exposures.
China Charts
Feb 16
2
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LONG VIEW: Diverging East-West Media Tone on China's Economy, China Exposures by US-Listed Companies
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The Brief: Reopening(!), retail sales, China luxury market, airline passengers, real estate sentiment, luxury earnings highlights
Trying to make sense of things
China Charts
Feb 13
4
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The Brief: Reopening(!), retail sales, China luxury market, airline passengers, real estate sentiment, luxury earnings highlights
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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…
China Charts
Feb 1
3
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LONG VIEW: Putting Numbers On The Elephant
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January 2023
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
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LONG VIEW: LGFV Fragility
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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
5
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THE BRIEF: What's behind high household net deposits, Consumer confidence, Business conditions, PBOC urban depositor survey
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December 2022
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
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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
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LONG VIEW: Pyrrhic Victory
And no V-shaped recovery
China Charts
Dec 13, 2022
2
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LONG VIEW: Pyrrhic Victory
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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
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THE BRIEF: Useless positive case stats, Consumer confidence, Unemployment, Wages, Business conditions, Restaurant sales, Industrials, Global trade reconfiguring
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