Plenum

In case you missed it, China's weak Q2 GDP data is here in this post, and it's wrong for both the quarter/year and the year:The reasons behind China's relatively slow growth are not mysterious:Long-term downturn in the real estate…

Shanghai Comp DailyThis week’s CPI data showed that China has room for policy stimulus, and its weak economic performance certainly justifies it. There is some optimism with some Chinese stocks rising this week (from lows).The leadership…

Breadcrumbs Path LinksPMN BusinessChinese commodities markets entered the second half of the year on a downward trend, raising expectations that next week's major policy meeting in Beijing will show how the government plans to deal with…