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Trade

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

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

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

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

Chinese export growth eases in June

Chinese export activity stabilised on a MoM basis but moderated slightly on a YoY basis in June following several months of strong growth, according to China Confidential’s latest survey of 202 export manufacturers, trading companies and shipping agents across the country. New order growth also slowed slightly, but remained strong.

01 July 2014

Exports slow MoM but show YoY strength

China’s exports moderated slightly on a MoM basis, but continued to grow on a YoY basis, according to China Confidential’s latest survey of 205 export manufacturers, trading companies and shipping agents across the country. Our survey also revealed signs of a slight increase in overinvoicing for currency purposes in May.

30 May 2014

Export shipments increase as circular trade cools

China’s exports showed a further improvement in April on both a MoM and a YoY basis, according to China Confidential’s latest survey of 201 export manufacturers, trading companies and shipping agents, conducted in late April. However, exporters were less positive about the outlook for May, while significant over-invoicing for currency purposes in 1H13 will continue to distort official YoY trade figures in 1H14.

06 May 2014

China’s exports recover in March

China’s export volumes strengthened both on a MoM and YoY basis in March, according to China Confidential’s latest survey of 203 export manufacturers, trading companies and shipping agents. A sequential increase in new orders and easing currency concerns also contributed to a more positive outlook.

02 April 2014

New orders underpin stronger export outlook

China’s export volumes declined on a MoM basis and moderated on a YoY basis in February, according to our latest survey of 200 export manufacturers, trading companies and shipping agents. Nevertheless, new orders and the export outlook strengthened, suggesting that export volumes are likely to recover in March, with much of the February slowdown due to the Chinese New Year holiday.

05 March 2014

China’s export volumes pick up in January

China’s export volumes picked up both on a MoM basis and YoY basis during the first three weeks of January, according to China Confidential’s latest monthly survey of 200 export manufacturers, trading companies and shipping agents. New orders declined on a sequential basis due to Chinese New Year, but the outlook remained stable.

03 February 2014
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