China Summer 2025: Economic-Data

CHINA’S SUMMER OF ECONOMIC MISERY: “April is the cruelest month,” or so begins T. S. Eliot’s bleak modernist masterpiece poem, “The Wasteland.”  After seeing China’s July 2025 economic data, Chinese Government officials would certainly beg to differ with Elliot.  The...
2025 Q2 Economic Data Dump

2025 Q2 Economic Data Dump

WHAT THE RECENTLY RELEASED 2025 Q2 DATA DUMP SAYS ABOUT CHINA’S ECONOMY AND PROSPECTS FOR REBALANCING IT: On July 15th China’s National Bureau of Statistics (NBS) released a raft of new data on the performance of its economy during the 2nd quarter (Q2) of this year. ...
Bring On the Zombie Firms

Bring On the Zombie Firms

The problems afflicting China’s economy keep on multiplying.  As if the years long real estate slump that is unlikely to end anytime soon and trade war with the U.S. were not enough, there has also been a sharp rise in the number of loss-making Chinese industrial...