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Freight weakness both seasonal and structural

Chinese freight activity weakened significantly on both a MoM and a YoY basis during the first two weeks of February, according to China Confidential’s latest survey of 200 logistics companies. The outlook also weakened ahead of the Chinese New Year holiday.

19 February 2015

Developers report sharper than usual seasonal slowdown

Developers reported deteriorating market conditions in February, with the seasonal slump sharper than in previous years.

18 February 2015

Home sales remain weak in run up to Chinese New Year

Home sales data for early February from the 42 cities monitored by China Confidential were distorted by base effects from the Chinese New Year holiday period, but the underlying trend appears to be one of weakening momentum.

12 February 2015

Housing inventory fears overblown

Chinese housing inventories remain manageable, meaning that any recovery in home sales should feed through into an uptick in real estate investment and construction activity.

12 February 2015

Home sales fall in January

Home sales recorded a seasonal fall in January, according to local property bureau data in 42 Chinese cities.

30 January 2015

Housing market weakens in January

Developers reported a fall in home sales in January, but while this was largely seasonal, still-tight credit for homebuyers may have also dragged on the market.

29 January 2015

Parsing the recent auto sales rebound

Analysts and experts assess the significant of strong automobile sales growth in December.

29 January 2015

A failed stimulus?

Although recent supportive policy measures have failed to halt the downward slide in economic activity, it is too early to write off Beijing’s attempts to shore up growth, with recent trends in line with a gradual, targeted steadying of the economy.

28 January 2015

Freight activity remains sluggish in January

Chinese freight activity remained sluggish on a MoM basis and slowed further on a YoY basis during the first three weeks of January, according to China Confidential’s latest survey of 200 rail, road, air and water logistics companies nationwide. Respondents expect business to remain weak ahead of the Chinese New Year holiday.

22 January 2015

Chinese economic momentum remained weak in December

GDP growth stabilised in Q4, but there were few signs of recovery at year-end, amid a further deterioration in funding for investment projects.

20 January 2015

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