PRC Economy - New Reflections : April 20 2015

The Technology & Economic Forum is a venue to discuss issues pertaining to Technological and Economic developments in India. We request members to kindly stay within the mandate of this forum and keep their exchanges of views, on a civilised level, however vehemently any disagreement may be felt. All feedback regarding forum usage may be sent to the moderators using the Feedback Form or by clicking the Report Post Icon in any objectionable post for proper action. Please note that the views expressed by the Members and Moderators on these discussion boards are that of the individuals only and do not reflect the official policy or view of the Bharat-Rakshak.com Website. Copyright Violation is strictly prohibited and may result in revocation of your posting rights - please read the FAQ for full details. Users must also abide by the Forum Guidelines at all times.
pankajs
BRF Oldie
Posts: 10160
Joined: 13 Aug 2009 20:56

Re: PRC Economy - New Reflections : April 20 2015

Postby pankajs » 04 Jul 2018 23:28

https://www.theepochtimes.com/chinese-f ... 79991.html
Chinese Financial Markets Reaching Tipping Point
Signaling the level of concern at the highest level of the Chinese communist regime, the National Institute of Finance and Development, a regime-affiliated think tank, published a report last week warning of “financial panic.”

The report said the Chinese economy may be on the edge of disaster, brought on by a combination of increasing bond defaults, currency depreciation, tightening lending and liquidity, and trade tensions with the United States.

The think tank warned stock purchases using margin (borrowed funds) have reached levels last seen in 2015, which is especially dangerous as investors rush to unwind positions to meet margins calls in a market downturn, further exacerbating an ongoing crash.

“After the 2015 stock market disaster, the leveraged funds on the Chinese market have not been seriously cleaned up. Instead, there has merely been ‘a change of clothes,’” the report said.

The study is also concerned that the ongoing Sino–U.S. trade tensions will have serious knock-on effects for the Chinese economy and financial markets.

“The combination of old and new factors is likely to lead to a high degree of nervousness in the financial market and a sudden increase in market risk, which in turn induces financial panic,” said the report.

Might come to nothing but note that the government itself is very concerned. This is no outsider warning of disaster. Risk is just piling up in Xina.

chetak
BRF Oldie
Posts: 16969
Joined: 16 May 2008 12:00

Re: PRC Economy - New Reflections : April 20 2015

Postby chetak » 04 Jul 2018 23:45

pankajs wrote:https://www.theepochtimes.com/chinese-financial-markets-reaching-tipping-point_2579991.html
Chinese Financial Markets Reaching Tipping Point
Signaling the level of concern at the highest level of the Chinese communist regime, the National Institute of Finance and Development, a regime-affiliated think tank, published a report last week warning of “financial panic.”

The report said the Chinese economy may be on the edge of disaster, brought on by a combination of increasing bond defaults, currency depreciation, tightening lending and liquidity, and trade tensions with the United States.

The think tank warned stock purchases using margin (borrowed funds) have reached levels last seen in 2015, which is especially dangerous as investors rush to unwind positions to meet margins calls in a market downturn, further exacerbating an ongoing crash.

“After the 2015 stock market disaster, the leveraged funds on the Chinese market have not been seriously cleaned up. Instead, there has merely been ‘a change of clothes,’” the report said.

The study is also concerned that the ongoing Sino–U.S. trade tensions will have serious knock-on effects for the Chinese economy and financial markets.

“The combination of old and new factors is likely to lead to a high degree of nervousness in the financial market and a sudden increase in market risk, which in turn induces financial panic,” said the report.

Might come to nothing but note that the government itself is very concerned. This is no outsider warning of disaster. Risk is just piling up in Xina.


This is exactly why they have toned down their response to the trump trade wars.

It is not usual for the hans to take such insults to them lying down. Trump is working with prior intelligence inputs and many china watchers may be fully aware of the finer details of the growing disaster.

The hans are walking on eggshells right now. All their OBOR/BRI/CPEC initiatives have tapered off very considerably and the ROI on their OBOR/BRI/CPEC investments to date is practically nil.

Their export earnings have slowed and costs are rising in China.

They desperately need pliable markets for their junk exports.

They also need quieter borders and lesser tensions with their neighbors and maybe that was what Wuhan meeting was about??

The well timed Indo pacific initiatives of the amerikis may not be a mere happenstance but a pre-planned strategic strike to wrest the advantage from a weakened adversary.

pankajs
BRF Oldie
Posts: 10160
Joined: 13 Aug 2009 20:56

Re: PRC Economy - New Reflections : April 20 2015

Postby pankajs » 05 Jul 2018 00:03

Pesh hai aap logo-n ki khidmat me ... One chart that tells it all ... if you know what you are looking at. {Added Later: to really understand the scale check how the near horizontal US data on the comparison chart (1st chart) would have looked plotted alone (2nd chart)}

Daniel Lacalle Verified account @dlacalle_IA

"China is adopting sound money and the US is a bubb"...Ooooooops

Image


US M2 on its own; to better understand the scale of things
Image

Austin
BRF Oldie
Posts: 21542
Joined: 23 Jul 2000 11:31

Re: PRC Economy - New Reflections : April 20 2015

Postby Austin » 08 Jul 2018 15:39

Keiser Report: Genuine Trade War


chola
BRF Oldie
Posts: 2371
Joined: 16 Dec 2002 12:31
Location: USA

Re: PRC Economy - New Reflections : April 20 2015

Postby chola » 08 Jul 2018 15:48

Unkil is not number one for nothing.

Austin
BRF Oldie
Posts: 21542
Joined: 23 Jul 2000 11:31

Re: PRC Economy - New Reflections : April 20 2015

Postby Austin » 09 Jul 2018 14:47

US soybean farmers say China tariffs could result in 'serious damage'

http://money.cnn.com/2018/07/07/news/ec ... index.html

Soybean farmers, apple growers and auto workers are among the US workers bracing for fallout from a trade war between the United States and China.


Austin
BRF Oldie
Posts: 21542
Joined: 23 Jul 2000 11:31

Re: PRC Economy - New Reflections : April 20 2015

Postby Austin » 11 Jul 2018 09:30

David Stockman to Trump: Blame the Fed, Not Trade Deals, for U.S. Trade Deficit


Neshant
BRF Oldie
Posts: 4368
Joined: 01 Jan 1970 05:30

Re: PRC Economy - New Reflections : April 20 2015

Postby Neshant » 11 Jul 2018 22:31


China Steals Secrets Behind Apple's Self-Driving Car


The US has arrested a former Apple employee who allegedly tried to abscond with sensitive proprietary information from the company's closely guarded self-driving car project, according to the Financial Times. Xiaolang Zhang, who had recently left his position at Apple under suspicious circumstances, was arrested by FBI agents as he tried to board a plane bound for mainland China.

Zhang joined Apple in December 2015, and was arrested on July 7. US prosecutors allege that he had downloaded sensitive information about the company's self-driving car research without permission. During his time at the company, Zhang worked "to develop software and hardware for use in autonomous vehicles."

The charges against Zhang represent the latest in a series of arrests made by federal authorities of Chinese spies carrying out what the US government calls "economic espionage" that date back to 2006.

...

The complaint against Mr Zhang said about 5,000 of Apple’s 135,000 full-time employees have security clearance for Titan, although that figure may include staff across the company working on artificial intelligence technology, as well as hundreds of people working on the car project itself.

...

Apple began an internal investigation and allegedly found he had downloaded information about its autonomous vehicle project. CCTV footage showed he had also taken a large box from Apple’s self-driving car lab shortly before informing his supervisor about his resignation, the US government claimed.




https://www.zerohedge.com/news/2018-07- ... ar-secrets

Austin
BRF Oldie
Posts: 21542
Joined: 23 Jul 2000 11:31

Re: PRC Economy - New Reflections : April 20 2015

Postby Austin » 12 Jul 2018 09:06

PBC has weakned Yuan sharply

The People's Bank of China on Thursday against the background of another round of aggravation of the trade dispute with the US sharply weakened the yuan against the dollar by 0.73%, according to the regulator.

On Thursday, the regulator set the average exchange rate at 6.6726 yuan per dollar, which is 492 points more than on Wednesday, when the rate was 6.6234.

Austin
BRF Oldie
Posts: 21542
Joined: 23 Jul 2000 11:31

Re: PRC Economy - New Reflections : April 20 2015

Postby Austin » 12 Jul 2018 09:07

I wonder if we will see a competitive devaluation of currency in SE Asia as trade war progress , PBC is doing it and how long others will be.

Austin
BRF Oldie
Posts: 21542
Joined: 23 Jul 2000 11:31

Re: PRC Economy - New Reflections : April 20 2015

Postby Austin » 13 Jul 2018 16:44

China trade surplus with US hits record high in June

https://www.bbc.com/news/business-44818316

chola
BRF Oldie
Posts: 2371
Joined: 16 Dec 2002 12:31
Location: USA

Re: PRC Economy - New Reflections : April 20 2015

Postby chola » 13 Jul 2018 16:54

Austin wrote:China trade surplus with US hits record high in June

https://www.bbc.com/news/business-44818316


Panic buying before the tariffs. Their surplus will go down with the US in the coming months, especially after the $200B tariffs hit.

But depending on how well they crack down on third country re-shipments, you would see chini surplus go up with with the rest of the world who in turn will replace Cheen in Amreeki surplus stats.

The US will continue to have trade deficit with or without China. It is simply too wealthy, too heavily powered by consumption compared to the rest of the world.

Austin
BRF Oldie
Posts: 21542
Joined: 23 Jul 2000 11:31

Re: PRC Economy - New Reflections : April 20 2015

Postby Austin » 13 Jul 2018 17:41

you would see chini surplus go up with with the rest of the world who in turn will replace Cheen in Amreeki surplus stats.


That is assuming " ROW " would replace Chini goods without going through the same tarrif barrier that US has put up in China , Likely the ROW would face the same trade barrier in some way or other


Return to “Technology & Economic Forum”

Who is online

Users browsing this forum: No registered users and 4 guests