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Weakness persists into August

The evidence suggests that much of the weakness seen in July continued throughout August. Though there are some signs of life in the real estate sector, we continue to believe that, without substantial government action, a significant uptick in growth remains unlikely.

11 September 2014

Chinese freight activity remains subdued

Chinese freight activity showed further signs of sequential recovery during the first three weeks of August but remained subdued on an annual basis, according to China Confidential’s latest survey of 200 logistics firms nationwide. The outlook improved significantly, in anticipation of a seasonal surge in activity in September.

20 August 2014

Freight activity shows slight pick-up in July

China’s freight activity showed signs of recovery during the first three weeks of July, according to China Confidential’s latest survey of 200 logistics firms nationwide. The pick up in activity was minor, however, while the outlook among logistics firms surveyed remains negative.

23 July 2014

Weak freight activity in June

Chinese freight activity declined during the first three weeks of June, suggesting that the apparent recovery in May was short-lived, according to China Confidential’s latest survey of 200 logistics companies nationwide. The freight outlook also turned negative.

20 June 2014

China’s freight volumes stabilise in May

Chinese freight activity stabilised on a MoM basis and turned slightly less negative on a YoY basis during the first three weeks of May, according to China Confidential’s latest survey of 200 logistics companies nationwide. However, the outlook continued to moderate, highlighting the lack of acceleration in economic activity or investment.

21 May 2014

April survey points to further freight weakness

Chinese freight activity slowed MoM and remained weak YoY during the first three weeks of April, according to China Confidential’s latest survey of 200 logistics companies. The outlook for the coming month also moderated, providing further signs of sluggish economic activity.

22 April 2014

March survey points to weak post-holiday recovery

China’s freight volumes returned broadly to pre-Chinese New Year levels during the first three weeks of March, but a sizeable proportion of respondents continued to report a decline in shipments, while the recovery also remained weak on a YoY basis, according to China Confidential’s latest survey of 200 logistics companies across the country.

21 March 2014

Infrastructure comes off the rails

As credit growth slows, China is being forced to scale back its infrastructure ambitions.

27 February 2014

China’s freight volumes slide due to Chinese New Year

China’s freight volumes slid significantly during the first three weeks of February due to the Chinese New Year holiday, according to our latest survey of 200 logistics companies nationwide. A strengthening outlook suggests that activity will recover in the coming month, but our Freight Outlook Index remains below levels seen in late 3Q13 and early 4Q13.

18 February 2014

Freight volumes stabilise ahead of the holiday

China’s freight volumes, a proxy for manufacturing activity, stabilised during the first three weeks of January 2014, according to China Confidential’s latest survey of 200 rail, road, waterway and air logistics companies. 

31 January 2014
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