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Retail sales ceiling?, CPI commodity components and Chart roundup
Trying to make sense of things
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China Charts
Chart Roundup: LGFVs-our view, PMIs, Employment, Foreign capital outflows, Fund flows, Chip equipment, Insurance, Indirect taxes
Roundup of interesting charts about China
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China Charts
August 2023
China's wage and income data, Confidence improving?
Trying to make sense of things
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China Charts
Chinese consumption downgrade, home prices decline worse than official figures suggest
Trying to make sense of things
THE BRIEF: July CPI release- persistent deflation?, healthcare gets a probe, LGFV debt restructuring
Trying to make sense of things
1
July 2023
THE BRIEF: State vs Private Enterprise
Trying to make sense of things
THE BRIEF: Chinese consumer languishing or recovering, Willingness to save remains high, China in a Balance Sheet Recession
Trying to make sense of things
1
June 2023
THE BRIEF: Eventful week, Retail sales, Economists speak up, EU trade in autos, Charts brief
Trying to make sense of things
THE BRIEF: LGFVs "Tapped Out", 2023 births look to drop, Subway traffic signals, US-China relations, Service announcement
Trying to make sense of things
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China Charts
May 2023
THE BRIEF: Household deposits and home sales update, China's 70-City price change data, CNY weakness linked to sentiment, Youth unemployment…
Trying to make sense of things
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China Charts
2
The China vs US Culture Map
How miscommunication is often the cause of disagreement
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China Charts
THE BRIEF: Michael Pettis on China's dying economic growth model, Beijing can't pause economic development for long, Canton fair weak, PCAOB…
Trying to make sense of things
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China Charts
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