China is becoming a relatively less expensive manufacturing base, although it’s also becoming a source of stronger revenues for companies like Apple.
Overall, the modest rise in government and mortgage-related interest rates has served to keep consumers consuming, and the rise in mortgage rates from around 3.3% to 4.3% hasn’t led to outright consumption declines in the U.S.
China’s “bubble” of U.S. debt is overstated, and that as long as China maintains a fairly stable trade relationship with the USA, China’s U.S. debt holdings shouldn’t not be volatile.
The stimulus fades and trade growth slows: A problem for future growth expectations? The below graph reflects an apparent decline in the rate at which Chinese exports and imports have…
With an economy that’s now approximately 60% larger than Japan’s (on a dollar basis), China’s reliance on trade for growth has become a larger issue.
The second quarter of 2013 saw Apple America’s revenues at $61 billion, with second quarter 2014 at $62.8 billion. In the same quarters, China’s revenue went from $25.9 to $28.5 billion.
In the near term—the next five-year valuation period—issues such as strong cash flow and ongoing share buyback programs could have a greater impact on Apple’s near-term price.
This series considers the prospects for Apple’s growth in China within the context of China’s macroeconomy, with a focus on China’s export, import, and overall gross domestic product growth levels.
For Baidu, Apple, and Google China, the improvement in the domestic consumption area has been encouraging, though construction and manufacturing still aren’t firing on all eight cylinders.
This article considers China’s prospects to see its equity market rally once again after a few years of soft landing–induced tightening.
The Chinese yuan has appreciated approximately 3% per year since the launch of exchange rate reform in 2005, appreciating from 8.25 to 6.22 versus the US dollar.
This article examines the possible cause of a potential long-term change in China’s investment dynamics and considers the implication for China’s economy and equity markets.
With new properties developing slower, the current price levels in China could in fact be supported. The risk for the future of housing prices is more likely to be associated with China’s GDP.
This article considers the trends in construction growth within the contact of overall investment in China’s economy and considers the implications for China’s equity markets.
This article considers the slowdown in China’s investment data in conjunction with the modest recovery in consumption data and consumer sentiment.
This article considers the role of China’s purchases of U.S. government securities and the effects on equities such as Apple, Google, and Baidu.
This article considers the prospects for companies like Apple, Google, and Baidu in light of China’s headline PPI data, which don’t look so great.
This series examines trends in China’s investment data and considers the future implication for China’s equity markets.
This series examines the changes in China’s overall investment portion of its economy and considers the impact for consumer-oriented technology firms like Apple.
This article considers the prospects for the main Asian ETFs to break out of the doldrums in 2014.