Chinese Credit Growth and OECD Leading Indicator for China

Chinese Credit Growth and OECD Leading Indicator for China Chinese Credit growth rebounded in September and suggests stronger activity on the horizon. The OECD leading indicator for China picked up further at the highest level since 2017. Image: Danske Bank Research

Chinese Yuan (USD/CNY) and Tariffs

Chinese Yuan (USD/CNY) and Tariffs Trade-sensitive Chinese yuan could move lower with tariffs headlines. Image: Wells Fargo Investment Institute

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. Image: Institute of International Finance

Share of World GDP

Share of World GDP U.S. consumption alone accounts for around 17% of word GDP, a larger share than the entire Chinese economy. Image: Deutsche Bank Global Research

China and Taiwan Manufacturing PMI

China and Taiwan Manufacturing PMI The charts suggest a bottom in the Chinese and Taiwanese cycle in early 2020. Historically, this has been positive for global equities. Image: Danske Bank Research

China Property Sales and Total Credit Growth

China Property Sales and Total Credit Growth According to Gavekal, Chinese monetary policy is still in a moderate “selective easing” mode. Image: Gavekal, Macrobond

China’s Global Acquisitions

China’s Global Acquisitions Global acquisitions by Chinese companies continue to fall, due to tight credit conditions and US-China trade tensions. Image: Financial Times