China

In the CNBC Asia video below, Tan Kim Eng, director of sovereign ratings at Standard & Poor's Ratings, says China won't be coming to international markets to sell its sovereign debt anytime soon because it can fulfil its needs…

by Michael Pettis For the past two months there have been very strong rumors in the markets that next year’s new lending quota was going to be set somewhere between RMB 6.5 trillion and RMB 7.0 trillion.  For comparison’s sake, total…

Traffic jams like this one in Beijing are likely to get much worse.  Photo:  China Daily In 2009, China’s auto sales surpassed those of the U.S., reaching 13 million units (cars and light trucks).  This came as The Great Recession…

The following is an excerpt from David Rosenberg's recent Lunch with Dave daily research piece highlighting Ten Themes for 2011. These themes are quite a bit different than the ones we highlighted just days ago from former colleague Richard…

I was on BNN this past Friday talking to Howard Green about China, banks and GE. My comments were pretty near-term bullish on the whole regarding Chinese growth, bank dividends, and bank reforms. The longer-term is another issue. Here's…

We don’t want to get too caught up trying to guess the timing of the PBOC’s moves. Suffice to say that over the next year, it will continue to use a combination of policy rate hikes, reserve requirement hikes, and currency strength to help…

Highlights The US dollar is mostly lower as the market anticipates the data deluge from China this weekend (along with the preliminary 50bp hike in reserve requirement) and trading volumes narrow. The euro drifted moderately higher, as…

by Marc Chandler Three observations to share about China, regarding purchases of Japanese assets, suspension of 3-year debt auction for tomorrow and rate hike possibility. First, Japan's MOF reported that China bought JPY262.6 bln of…

by Marc Chandler India's Finance Ministry raised its economic forecast for the year ending March 31, 2011. Back in Feb it had forecast 8.25%-8.75% growth and today increased that forecast to as much as 9.1%. Ironically, the increase in the…

by Lars Schall Folker Hellmeyer, chief analyst at Bremer Landesbank, gave an exclusive interview to chaostheorien.de, with his take on the so called “Currency Wars” and China's role as a stabilizing factor in the world economy. Moreover,…