China Charts
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
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
9 hr ago
1
Share this post
LONG VIEW: Putting Numbers On The Elephant
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
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
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
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
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
November 2022
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
LONG VIEW: Why The West Rules — For Now
Tracking social development of East vs West from 15,000 BC
China Charts
Nov 16, 2022
6
Share this post
LONG VIEW: Why The West Rules — For Now
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
THE BRIEF: Equity indices like reopening rumors
Trying to make sense of things
China Charts
Nov 11, 2022
4
Share this post
THE BRIEF: Equity indices like reopening rumors
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
LONG VIEW: Qinhuangdao Coal Seaport
Using Synthetic Aperture Radar (SAR) to measure coal port activity
China Charts
Nov 2, 2022
3
Share this post
LONG VIEW: Qinhuangdao Coal Seaport
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
October 2022
THE BRIEF: Covid Zero is better for industry than retail
Trying to make sense of things
China Charts
Oct 28, 2022
4
1
Share this post
THE BRIEF: Covid Zero is better for industry than retail
www.realchinacharts.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
