Chinese Exports to EU and U.S.

Chinese Exports to EU and U.S. The impact on Chinese exports to the U.S. could be much worse than 2008. Image: Gavekal, Macrobond

China-US Trade as % of Chinese GDP

China-US Trade as % of Chinese GDP The downtrend in China-US trade will be hard to reverse, even with the “phase one” trade deal. Image: Financial Times

China: Chinese Debt-to-GDP Ratios by Sector

China: Chinese Debt-to-GDP Ratios by Sector The debt-to-GDP ratio of the non-financial corporate sector accounts for the largest share of China’s debt and declined to 143% of GDP. Image: Pictet Wealth Management

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