China: Chinese Firms Reliance on USD-denominated Debt

China: Chinese Firms Reliance on USD-denominated Debt Chinese firms reliance on USD-denominated debt is lower than other emerging markets. But a weakened yuan would hurt Chinese firms. Picture source: Institute of International Finance

China A-shares Held by Foreign Investors

China A-shares Held by Foreign Investors Despite the opening of the Chinese financial markets, foreign investors hold just 3% of of all China A-shares. Picture source: The Institute of International Finance

Contribution of Consumption to China’s GDP Growth

Contribution of Consumption to China’s GDP Growth This chart shows that consumption is the primary driver of China’s economic growth. You may also like “China Real GDP Growth Projection.” Picture source: ANZ Research

China Real GDP Growth Projection

China Real GDP Growth Projection Real GDP growth in China is expected to continue to decline significantly in the coming years, with consumption becoming the main driver of growth. You may also like “Contribution of Consumption to China’s GDP Growth.” Picture source: KKR & Co.

China Credit Impulse Leads World Trade

China Credit Impulse Leads World Trade The chart suggests that China credit impulse leads world trade by 12 months. World trade is expected to turn positive in coming months. Picture source: Oxford Economics, Macrobond

U.S. – China Competition (Focus Risk)

U.S. – China Competition (Focus Risk) The United States and China will eventually conclude a trade agreement, but tensions between the two countries are structural and won’t go away any time soon. Picture source: BlackRock Investment Institute

China is Raising Tariffs Only on the U.S.

China is Raising Tariffs Only on the U.S. Actually, China is lowering tariffs on other countries. Picture source: Peterson Institute for International Economics

China 10-Year Bond Yield Leads US 10-Year Bond Yield

China 10-Year Bond Yield Leads US 10-Year Bond Yield This interesting chart shows that China 10-year bond yield tends to lead the U.S. 10-year bond yield by two months. Picture source: Jeroen Blokland