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Data Points and Article Links 6/18/12

June 18, 2012

Here are some of the data points and article links I’ve been tweeting @prchovanec:

  • (18 Jun) Overcapacity: China aluminum supply = 1.6m tons growing at 20%/year, demand = 1.3m tons growing at 4% http://bit.ly/Pbtx3f
  • (18 Jun) FP: Popular novels offer glimpse into “hidden rules” of Chinese politics http://bit.ly/LwIMCo
  • (18 Jun) RT @chinahearsay Telegraph: ‘Sexy Mandarin’ online language school uses models to help students learn http://bit.ly/KGNh0U
  • (18 Jun) Inflation: Mercer survey says cost of living in 1st/2nd tier Chinese cities now exceeds US http://bit.ly/L7euKb
  • (18 Jun) Zhejiang business owner flees owing RMB 1b debt after losing money on real estate, company goes bust http://bit.ly/LfsSOs
  • (17 Jun) Interesting NYT profile of Wendi Murdoch http://nyti.ms/NzUKQl
  • (17 Jun) RT @WantChinaTimes Beijing forbids ‘negative’ news ahead of leadership transition http://bit.ly/L50sJ0
  • (17 Jun) RT @niubi Caixin has long piece on Chengdu & commercial real estate bubble. 30 buildings 200m+ tall under construction.
  • (17 Jun) Do RVs (Winnebago-style recreation vehicles) have a bright future in China? http://natpo.st/MULTT6 Good luck finding a parking spot
  • (17 Jun) WTO strikes down China tariffs on US-made specialty steel http://onforb.es/MUE1B4
  • (17 Jun) China Times: China Overseas Land reported sales up 22% in May, actually sold less than half amt claimed http://bit.ly/LwzeFW
  • (15 Jun) China aircon manuf to build world’s tallest bldg in 9 months … in Changsha. Changsha? http://on.wsj.com/Mbx0e5
  • (15 Jun) Almost 90% of China shipyards have received no orders this year, 28% have secured none since end of 2009 http://bloom.bg/KGGL5x
  • (15 Jun) China Bsn News reports long queues to buy property may be “faked” by developers to gin up sales – any thoughts?
  • (15 Jun) China power consumption in May up 5.2% yoy, vs Apr +3.7% and May 2011 +11.7%
  • (15 Jun) Further info from Reuters on alleged CIA mole in China’s State Security Ministry http://reut.rs/K7oNaW
  • (14 Jun) New stimulus measure? RT @haohaoreport Guangdong TV Trots Out Girls In Bikinis To Deliver Weather Forecast http://bit.ly/OE4iq2
  • (14 Jun) Here we go again! China Daily reports CBRC set to relax limits on lending to LGFVs and property http://bit.ly/KoD9Zo
  • (14 Jun) Serious EU-China trade spat over airline CO2 charges: China threatens to seize European planes http://reut.rs/KnADm6
  • (14 Jun) Reuters: May surge in China oil imports likely stockpiling to hedge US pressure to stop buying from Iran http://reut.rs/M3nppp
  • (14 Jun) RT @JingDaily With E-Commerce Surging In China, Who Needs Brick-And-Mortar? http://is.gd/6B4peP
  • (13 Jun) RT @WSJchina Chinese Banks to See Profit Squeeze http://on.wsj.com/Nf2pTM assumes profits were real to begin with
  • (13 Jun) Bloomberg: Wenzhou’s financial crisis isn’t over, it’s still going on http://bloom.bg/L6KOvS
  • (13 Jun) Watch what you Tweet: 2 arrested in Wuhan for “spreading rumors” re horrible air pollution http://bloom.bg/KsVUvR
  • (13 Jun) Greentown boss: ignoring govt efforts to curb property market nearly ruined firm http://bit.ly/Ne3dZ2
  • (13 Jun) Caixin: May recovery in property sales driven by price discounts, avg price down 12% yoy, set to fall further http://bit.ly/KBfth1
  • (13 Jun) Caixin casts doubt on China effort to open banking and infrastructure to private investment http://bit.ly/LxJMrJ
  • (13 Jun) SCMP: More on the crunch faced by China’s strugging car dealers http://bit.ly/M1S0DX, http://bit.ly/MrokE0
  • (13 Jun) Very alarming: China authorities have arrested/harassed researchers into fraud by Chinese companies http://bit.ly/KBcLbn
  • (13 Jun) WSJ: China is Hollywood’s fastest growing market for films http://on.wsj.com/KBce9g curious how will this affect content?
  • (13 Jun) Caixin: loan demand remains weak despite boost in China’s May lending data http://bit.ly/KToXIS
  • (13 Jun) NBS says China home appliance sales flat (+0.5% yoy) in May, compared to +7.7% in April
  • (13 Jun) NDRC reports China’s car dealers are cutting prices due to mounting inventories, despite May rebound in sales
  • (13 Jun) Beijing title transfers >600/day, due to surge in secondary property sales – investors are cashing out, to greater fools??
  • (13 Jun) Chinese media reports Shanghai, Shenzhen, Hangzhou, Nanjing seeing thousands lining up to buy homes – the well of confidence is very deep
  • (13 Jun) New Express (via BoA-ML) reports 30+ people killed in shadow banking dispute in Shandong, ppl borrowing at rates >20%
  • (13 Jun) In Hunan, 26 of 35 power plants shut down, coal inventories at 50 days
  • (13 Jun) Hunan power plant utilization at just 25%, Hubei at 62%, Jiangsu at 65% due to weak demand from steel, nonferrous, and cement prod
  • (13 Jun) WSJ’s Orlik: Is Chinese govt caving to property developers? http://on.wsj.com/LPKyvC it’s more about credit access than buying restrictions
  • (13 Jun) RT @AdamMinter air quality emergency in Wuhan. PM 2.5 at 589! Rumors of chlorine gas leak at a steel mill. Birds falling from the sky.
  • (11 Jun) China regulators refusing to help SEC investigate fraud charges against US-listed Chinese companies http://bit.ly/Oh8tbj
  • (11 Jun) Steady stream: head of Yantai Bank + 38 employees taken down for embezzlement http://bit.ly/MBcub7
  • (11 Jun) Who’s next? Caixin reports head of China’s Postal Saving Bank under investigation for corruption http://bit.ly/MBbO5N
One Comment leave one →
  1. Paul Bowe permalink
    June 20, 2012 2:56 pm

    A small commet on your post,
    ‘(13 Jun) NDRC reports China’s car dealers are cutting prices due to mounting inventories, despite May rebound in sales’.
    I understand that what are reported as sales are in fact deliveries to dealers so there is no conflict in the above report.

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