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

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

FMS Investors – What Is the Most Likely Source for a Systemic Credit Event?

FMS Investors – What Is the Most Likely Source for a Systemic Credit Event? FMS investors view the China real estate as the biggest source of a systematic credit event due to excessive borrowing, with significant implications for the Chinese economy and global consequences. Image: BofA Global Fund Manager Survey

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

US-China Trade Deal – BofA Survey

US-China Trade Deal – BofA Survey The September edition of the BofA survey shows that 76% of clients expect a trade deal eventually, but it will take time. Image: BofA Credit Investor Survey