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Macro

Chinese labour demand strengthens in August

Labour demand strengthened on both a MoM and YoY basis in August, driven by a sharp rise in manufacturing demand. Overtime and blue-collar wage growth accelerated, according to our latest survey of 285 construction, manufacturing and service-sector companies, while companies were able to fill a larger proportion of vacancies.

02 September 2014

Exports accelerate but new order growth slows

Export growth accelerated on both a MoM and YoY basis in August driven by stronger shipments to the US, according to our latest survey of 200 export manufacturers, export trading companies and shipping agents nationwide. However, new order growth moderated for the second successive month, while the outlook for the coming month eased.

02 September 2014

Freight weakness offsets improvements elsewhere

China Confidential’s proprietary indicators showed further weak freight activity in August, offsetting signs of improvement across other key areas of the economy. Exports, consumer spending, household income and labour demand growth all strengthened, according to our latest surveys. Real estate developers reported an increase in new home sales volumes for the first time in four months, while prices stabilised after several months of falls.

01 September 2014

China’s housing shortage persists

Despite the fall in home sales this year, our analysis suggests that China’s housing market is undersupplied rather than oversupplied.

28 August 2014

Recovery proves short-lived

Sluggish July data and initial indications from our proprietary surveys in August appear to have borne out our prediction that the apparent uptick in Chinese economic growth seen in June would prove short-lived.

28 August 2014

Labour demand stays strong despite sequential moderation

Labour demand moderated slightly on a MoM basis, but strengthened YoY in July, primarily due to strong demand from construction firms. Our latest survey of 285 companies nationwide also showed an acceleration in blue-collar wage growth, while employers were able to fill a larger proportion of job vacancies.

05 August 2014

Export growth slows but remains positive in July

Chinese export growth slowed on both a MoM and YoY basis in July following several strong months of growth, according to China Confidential’s latest survey of 203 export manufacturers, trading companies and shipping agents across the country. Our key indices nevertheless remained in positive territory, while the outlook for the coming month improved.

04 August 2014

July survey data points to patchy recovery

China Confidential’s proprietary indicators suggested a strengthening of activity in a number of key sectors in July, with a greater proportion of respondents reporting an increase in freight shipments, labour demand rising, consumer spending remaining strong and confidence improving. 

31 July 2014

Beijing selects SOEs for pilot reform

Investors and analysts debate the significance of a recently announced pilot reform scheme for selected state-owned enterprises.

31 July 2014

Bond markets rebound despite rising default risks

Stricter shadow finance regulations, a series of targeted easing measures by the central bank and market participants’ increasing acceptance of bonds as risk-based investment assets have contributed to a sharp rebound in bond issuance in recent months.

31 July 2014
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