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Real estate inventories, absorption remain high; Viktor Shvets podcast appearance and our thoughts
Charts this week 11
Jun 5
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Real estate inventories, absorption remain high; Viktor Shvets podcast appearance and our thoughts
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May 2024
Charts This Week 10
Loan demand down, rise in first time criminal convictions, Wind power industry, US-China trade deterioration, Podcast rec and comment
May 20
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1
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Charts This Week 10
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April 2024
Charts This Week #9
CNY devaluation: the weakening, the growing up and the reaction, RU-PRC scrutiny, battery supply chains, data quality
Apr 30
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4
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Charts This Week #9
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Charts This Week #8
LGFVs, Q1 data dump, household debt & energy security
Apr 18
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3
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Charts This Week #8
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Charts This Week #7
Charts and links about China
Apr 11
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1
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Charts This Week #7
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March 2024
Charts This Week #6
Charts and links about China
Mar 29
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Real Charts
6
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Charts This Week #6
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Charts This Week #5
Charts and links about China
Mar 22
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Real Charts
7
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Charts This Week #5
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Charts This Week #4
Charts and links about China
Mar 6
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Real Charts
4
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Charts This Week #4
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February 2024
Charts This Week #3
Charts and links about China
Feb 28
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Real Charts
1
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Charts This Week #3
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2
Charts This Week #2
Charts and links about China
Feb 2
4
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Charts This Week #2
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2
January 2024
Charts This Week #1 & Publishing Update
Charts and links about China
Jan 18
15
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Charts This Week #1 & Publishing Update
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December 2023
The Confidence Map (a book by Peter Atwater), what can China's leaders learn?
Trying to make sense of things
Dec 18, 2023
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3
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The Confidence Map (a book by Peter Atwater), what can China's leaders learn?
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