User: LZ: China


Chinese banks troubled.jpg (566×497)
Chinese banks troubled.jpg (566×497)
Baoshang Bank was taken over on May 24.
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1558613582206046.jpg (705×515)
1558613582206046.jpg (705×515)
Starbucks $SBUX faces competition from cash burning Luckin $LK
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Investing in Chinese Stocks—投资大中华地区股市: China Says Will Not Rely on Housing for GDP as Market Thinks Otherwise
Investing in Chinese Stocks—投资大中华地区股市: China Sa...
China govt fiscal deficit putting US to shame
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companies exposed to china.jpg (1201×1553)
companies exposed to china.jpg (1201×1553)
Companies exposed to China and Asia Pacific
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Huawei American suppliers and possible alternative suppliers
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Investing in Chinese Stocks—投资大中华地区股市: China Auto Emissions Standards Rise in July
Investing in Chinese Stocks—投资大中华地区股市: China Au...
New Chinese auto emissions standard will be implemented a year early in major cities, stricter than EU standard.
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Investing in Chinese Stocks—投资大中华地区股市: Chinese Demand Fruit Freedom as Prices Soar
Investing in Chinese Stocks—投资大中华地区股市: Chinese...
China fresh fruit prices soaring
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
Changsheng Bio-technology, maker of fake vaccines, fell for 31 consecutive days. A new record in China.
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Investing in Chinese Stocks—投资大中华地区股市: Unprecedented Financing Pressure Crushing China's SMEs, Trillions in Non-Standard Debt Co
Investing in Chinese Stocks—投资大中华地区股市: Unpreced...
From the same report, this chart shows the ROE versus ROIC. The red line is SOEs, yellow private firms. The profitabi...
LZ
Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
From a China Merchants Bank analyst report. This chart shows financing costs (yoy % growth) for private firms (...
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slopechart_CEW.jpg
slopechart_CEW.jpg
Emerging Market Currency ETF (CEW).
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slopechart_CQQQ (2).jpg
slopechart_CQQQ (2).jpg
Thar she blows! China Technology ETF
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slopechart_FXI (7).jpg
slopechart_FXI (7).jpg
Schrodinger's ETF: iShares China Large-Cap (FXI)
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china_govt_bond_index.png
china_govt_bond_index.png
China govt bond index (weighted by outstanding debt). 14 straight weeks of rising bond prices. Symbol is 000012 in...
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slopechart_FXI (1).jpg
slopechart_FXI (1).jpg
Bought YANG. Looking for pullback in China.
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slopechart_CQQQ.jpg
slopechart_CQQQ.jpg
China Tech. Double cursed.
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slopechart_EEM.jpg
slopechart_EEM.jpg
China is key to emerging market ETFs such as EEM.
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slopechart_FXI (7).jpg
slopechart_FXI (7).jpg
China (FXI) trendline broken.
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20180315hkd.png
20180315hkd.png
Anyone watching USDHKD? 7.85 is the line in the sand that requires a defense of the peg. The highest it got in 200...
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201712pfainv_breakdown.png
201712pfainv_breakdown.png
Services and manufacturing private fixed asset investment back in contraction in December.
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201712fainv_breakdown.png
201712fainv_breakdown.png
Fixed asset investment breakdown. SOEs catch-up with private investment slowdown.
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201712fainv.png
201712fainv.png
Fixed asset investment Green line shows where the data (as reported by NBS, it's right there on their website) di...
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201712reinv.png
201712reinv.png
Real estate investment growth
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slopechart_CNXT.jpg
slopechart_CNXT.jpg
ChiNext ETF
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slopechart_CEW.jpg
slopechart_CEW.jpg
Emerging market currency ETF headed for a breakdown
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201710fainv.png
201710fainv.png
Chinese fixed asset investment, the private FAI breakdown, and real estate investment all show significant slowdow...
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slopechart_CNXT (2).jpg
slopechart_CNXT (2).jpg
ChiNext ETF
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20170717chinext.png
20170717chinext.png
Chinext plunged 5.1% on Monday as investors fret over tighter regulations.
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20170608wins.png
20170608wins.png
WTF China
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20170512chinext.png
20170512chinext.png
Two markets separated by thousands of miles, 15 years, and very different laws, regulations, customs, history...
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201703mortgage.png
201703mortgage.png
Mortgage lending in Beijing contracted 20% in April thanks to a bundle of buying and selling restrictions implemented...
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20170508chinext.png
20170508chinext.png
ChiNext broke to a new post-bubble closing low today.
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20170331wins.png
20170331wins.png
Chinese company. No one can explain what happened. https://www.bloomberg.com/news/articles/2017-03-30/this-chinese-s...
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20170116chinext.png
20170116chinext.png
The ChiNext bubble playing catch-up with the Nasdaq analog.
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20170116gv_shift.png
20170116gv_shift.png
Early 2016 shift from growth (ChiNext) to value (Shanghai Comp) leadership matches closely with the shift in the U...
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201607pfainv.png
201607pfainv.png
Private fixed asset investment now in contraction. Total fixed asset investment sinking too... http://investingin...
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20170627rebar.png
20170627rebar.png
October Steel rebar. Volume 5.6 million, open interest 2.2 million.
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201606pfainv_sector.png
201606pfainv_sector.png
The Chinese economy is supposed to be rebalancing towards the private sector and services, but private fixed asset...
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201606fai_bdown.png
201606fai_bdown.png
Chinese government is keeping economy afloat with massive investment by SOEs. Much of this money went into land pu...
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20160602cyb_spx.png
20160602cyb_spx.png
Divergence between CNYUSD and SPX. Rate hikes will put greater downward pressure CNYUSD
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20160505usd.png
20160505usd.png
Does U.S. dollar history repeat? Chinese market sounds ready to buy USD: "Standard Chartered in Hong Kong cu...
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2016Q1gdp.png
2016Q1gdp.png
China Q1 GDP growth only 1.1% QoQ
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20160309cyboil.png
20160309cyboil.png
It's all about the dollar.
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20160301chinext.png
20160301chinext.png
Take out 1797 low from Sept 2015 and ChiNext analog predicts 50%+ decline.
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20160107chinext.png
20160107chinext.png
Right on schedule.
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20160104chinext.png
20160104chinext.png
ChiNext-Nasdaq 2000 analog stays on schedule.
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20151118chinext.png
20151118chinext.png
Ch Ch Ch ChiNext: has it made the turn? 399006 or CNXT for ETF.
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20151021chinext.png
20151021chinext.png
This is the ChiNext index today, versus Nasdaq 2000, with the peaks lined up. Is there a better example in exi...
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201507fxreserves.png
201507fxreserves.png
YoY change in China's FX reserves vs YoY change in yuan.
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201508m2fx.png
201508m2fx.png
Chinese M2 started outstripping reserve growth in 2011. Yuan devalued at that time and emerging market currencies...
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20150727chinext.png
20150727chinext.png
ChiNext still tracking Nasdaq 2000
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201506fxrmb.png
201506fxrmb.png
12 month...
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20150629chinext2.png
20150629chinext2.png
399006 vs COMPQ
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20150618chinext.png
20150618chinext.png
That looks toppy. 399006
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201412reinv.png
201412reinv.png
Chinese real estate investment contracted in December. http://investinginchinesestocks.blogspot.com/2015/01/chinese...
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20141128adxy.png
20141128adxy.png
Asian Dollar Index (ADXY) breakdown in play.
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201409indprod.png
201409indprod.png
Industrial production falls off a cliff over two months in Liaoning province <a href="http://investinginchinesestocks...
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201409liaoningREinv.png
201409liaoningREinv.png
Real estate investment collapses in heartland of China's heavy industry <a href="http://investinginchinesestocks.b...
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New Chart
New Chart
Yuan Gold
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New Chart
New Chart
Yuan exchange rate versus commodities
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0613sfun.png
0613sfun.png
What is interesting to me (as more of a fundamental trader) is this stock was hit with some bad news, but shares a...
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20140424centralplanningfail.png
20140424centralplanningfail.png
http://investinginchinesestocks.blogspot.com/2014/04/urbanization-plans-90-of-prefecture.html
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20140424steel.png
20140424steel.png
Steel trading debt situation is a total mess
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20140424usdcnh.png
20140424usdcnh.png
Offshore yuan sinks to critical level
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20140424adxy.png
20140424adxy.png
ADXY 36.9% CNY Still waiting for break of support at 114
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copper20140308.png
copper20140308.png
Copper plunges on day of China's first onshore bond default. BOM is 2X short a base metals index equally split bet...
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f62c1d3f36d7346.png
f62c1d3f36d7346.png
Offshore Chinese yuan sinks at fastest pace since 9/2011
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20140124adxy.png
20140124adxy.png
The party starts when ADXY breaks 114. ADXY is 36.9% CNY, 11.8% HKD, 11.6% KRW, 11.5% SGD, 9.2% INR
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ba516fbe2f61210655603ebe554d850d.jpg
ba516fbe2f61210655603ebe554d850d.jpg
Searches for "cash crunch" on Baidu. Spiking to September levels, when concerns about a cash crunch returned. The...
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20131220shibor.png
20131220shibor.png
SHIBOR! China's cash crunch is back.
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growth.jpg
growth.jpg
This chart shows the growth in visitors to the Canton Fair (the China Import Export Fair). The only time the numbe...
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
China m-t-m M2 versus Shanghai Composite Chinese A-share index now less than a 14% drop from hitting 2008 crisi...
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
China's 3000 wealthiest families lost nearly $100 billion in the past year. Several of the wealthiest households (...
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
China month-to-month change in foreign exchange reserves
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
CNY/USD versus gold: slowing/stopped appreciation coincides with weaker gold price
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Investing in Chinese Stocks—投资大中华地区股市: Chinese hoard dollars
Investing in Chinese Stocks—投资大中华地区股市: Chinese hoard dollars
Chinese are hoarding U.S. dollars and repaying dollar loans, and the ratio of foreign currency loans-to-deposits i...
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
Chinese yuan is almost at the lower limit; either PBOC lowers the daily fixing or it begins the defense of the yua...
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20120612renminbi.png
20120612renminbi.png
candlestick chart of renminbi showing it is usually closing near the lows for the day (USD/RMB chart)
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20120608renminbi.png
20120608renminbi.png
renminbi continues to break away from PBOC fixing, close to 1% limit at 0.8% above fixing
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20120606renminbi.png
20120606renminbi.png
daily fixing drops but market keeps rmb weak
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
renminbi down for the year
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
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Investing in Chinese Stocks—投资大中华地区股市
Investing in Chinese Stocks—投资大中华地区股市
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