RT @PkZweifel: #Chinaโs imports show early signs of peaking in May and so are imports of commoditiesโฆ but at still very high levels: 67% abโฆโ CoppermanโSachs (@copperman_sachs) Jun 8, 2021
June 08, 2021 at 08:26PM
via Twitter https://twitter.com/copperman_sachs
June 08, 2021 at 08:26PM
via Twitter https://twitter.com/copperman_sachs
Twitter
Patrick Zweifel
#Chinaโs imports show early signs of peaking in May and so are imports of commoditiesโฆ but at still very high levels: 67% above trend for iron ore and 30% for copper
RT @C_Barraud: ๐จ๐ณ #Chinaโs GDP growth may slow to 6.3% and 5% year-on-year in 3Q and 4Q, the official Financial News reported Monday, citing Zhu Baoliang, the chief economist of think-tank connected to the national economy planning agency. *Link (Chinese): https://t.co/nsymAdnOdm
August 09, 2021 at 10:20PM
via http://twitter.com/prometaler/status/1424722299752652803
August 09, 2021 at 10:20PM
via http://twitter.com/prometaler/status/1424722299752652803
RT @GordonGChang: #China is less important than it thinks it is.
December 09, 2021 at 12:38AM
via https://twitter.com/prometaler/status/1468605827548577793
December 09, 2021 at 12:38AM
via https://twitter.com/prometaler/status/1468605827548577793
Twitter
Gordon G. Chang
#China is less important than it thinks it is.
RT @kannbwx: Holy #wheat sales! USA sells over 1 mmt last week, incl. to #China (265kt), S Korea (148kt), Mexico (91kt). Brazil bought 30kt 23/24 wheat. China cancelled at least 2 cargoes old crop #soybeans, Egypt cxld 1, tho China bought some new crop. China/Japan bought new #corn. https://t.co/DNTneFV2Iv
July 14, 2022 at 10:43PM
via https://twitter.com/Alisvolatprop12/status/1547577576646135809
July 14, 2022 at 10:43PM
via https://twitter.com/Alisvolatprop12/status/1547577576646135809
Twitter
Holy #wheat sales! USA sells over 1 mmt last week, incl. to #China (265kt), S Korea (148kt), Mexico (91kt). Brazil bought 30kt 23/24 wheat. China cancelled at least 2 cargoes old crop #soybeans, Egypt cxld 1, tho China bought some new crop. China/Japan boughtโฆ
RT @kannbwx: #China's agricultural imports in the first half of 2022 were not as strong as last year, except in #sorghum, which is up 26% on the year. H1 #corn imports dropped 11% from last year, #soybeans down 5.5% and #wheat off 8%. #Pork imports were 65% lower. https://t.co/mirpjUc5Yw
July 18, 2022 at 11:50PM
via https://twitter.com/Alisvolatprop12/status/1549043965017858048
July 18, 2022 at 11:50PM
via https://twitter.com/Alisvolatprop12/status/1549043965017858048
RT @C_Barraud: ๐บ๐ธ ๐จ๐ณ #Biden could temporarily lower #China tariffs, U.S. lawmaker says - Nikkei https://t.co/77h3EZxjZk
July 22, 2022 at 04:57PM
via https://twitter.com/Alisvolatprop12/status/1550389631711313920
July 22, 2022 at 04:57PM
via https://twitter.com/Alisvolatprop12/status/1550389631711313920
Nikkei Asia
Biden could temporarily lower China tariffs, U.S. lawmaker says
Ami Bera says anything to get goods on shelves for consumers is good
RT @kannbwx: #China's Xinjiang Province in the country's northwest is undergoing a severe heatwave, threatening melting and mudslides in mountainous areas and further stress on the #cotton crop. Xinjiang accounts for about 20% of the world's cotton output. https://t.co/isXGMq00XD
July 24, 2022 at 08:08AM
via https://twitter.com/Alisvolatprop12/status/1550981251271577600
July 24, 2022 at 08:08AM
via https://twitter.com/Alisvolatprop12/status/1550981251271577600
Reuters
China's Xinjiang warns of more floods, risk to cotton crop amid heatwaves
China's Xinjiang province on Saturday warned of more flash floods and mudslides and risks to agriculture as heatwaves swept across the region, accelerating the pace of glacial melt and posing hazards for its cotton production.
RT @kannbwx: #Brazil says #China has authorized imports of Brazilian soybean meal, though there are still hurdles to clear before shipments can begin. Not sure this is a story, though. Imports have accounted for at most 0.1% of China's annual #soymeal usage over the last decade. https://t.co/aLqgdCqAeY
July 29, 2022 at 07:23AM
via https://twitter.com/Alisvolatprop12/status/1552781867648434176
July 29, 2022 at 07:23AM
via https://twitter.com/Alisvolatprop12/status/1552781867648434176
RT @C_Barraud: ๐จ๐ณ #Chinaโs #Trade Surplus at Record as Exports Beat Expectations - Bloomberg *Link: https://t.co/NmSTzZZMkG https://t.co/8p4WXYVnU2
August 07, 2022 at 03:49PM
via https://twitter.com/Alisvolatprop12/status/1556170598773968897
August 07, 2022 at 03:49PM
via https://twitter.com/Alisvolatprop12/status/1556170598773968897
Bloomberg
Chinaโs Export Growth Beats Expectations, Offering Support
Chinaโs trade surplus rose to a record as exports grew faster than expected, easing some concerns over waning global demand and providing support for an economy battling sporadic Covid outbreaks and property woes.
RT @chigrl: #China withdraws promise not to send troops to #Taiwan if it takes control of island China said in 1993 and 2000, that it "will not send troops or administrative personnel to be based in Taiwan" after achieving what Beijing terms "reunification". https://t.co/8354KY4pbj https://t.co/FiJWgCwbwN
August 10, 2022 at 08:48PM
via https://twitter.com/Alisvolatprop12/status/1557332953771872258
August 10, 2022 at 08:48PM
via https://twitter.com/Alisvolatprop12/status/1557332953771872258
Twitter
#China withdraws promise not to send troops to #Taiwan if it takes control of island
China said in 1993 and 2000, that it "will not send troops or administrative personnel to be based in Taiwan" after achieving what Beijing terms "reunification".
https:โฆ
China said in 1993 and 2000, that it "will not send troops or administrative personnel to be based in Taiwan" after achieving what Beijing terms "reunification".
https:โฆ
Will #Chinaโs Economic Slump Be Contagious?https://t.co/oV1ouaAwgk
September 05, 2023 at 02:40PM
via https://twitter.com/procre8er/status/1698934006845411682
September 05, 2023 at 02:40PM
via https://twitter.com/procre8er/status/1698934006845411682
New York
Will Chinaโs Economic Slump Be Contagious?
Brad Setser, Senior Fellow at the Council on Foreign Relations, on how to interpret grim news from the worldโs second-biggest economy.
โฑโฑ #์ค๊ตญ ๊ฒฝ์ ๋น๊ด๋ก ์ ๋ํ ๋ฐ๋ฐ์ด๊ณ ํน๋ณํ ๋ด์ฉ์ ์๋ค.
1/ ์ผ๋จ ์ค๊ตญ์ด ์ธ๋ค. #MSCI #China Fwd P/E๋ 10.8๋ฐฐ์ ๋ถ๊ณผ. S&P500์ 20๋ฐฐ์ ์ ๋ฐ. ๊ฐ์ฅ ํฐ ๋น์ค์ ์ฐจ์งํ๋ ํ ์ผํธ ํ๋ฉ์ค์ ๊ฒฝ์ฐ 17.5๋ฐฐ. ๋ค๋ง ์ผ๋ฐ๋ ์ด์ ๊ฐ ์๋ค. (1) ๋ถ๋์ฐ ์์ฅ์ ๋ถ๊ดด๊ฐ ๊ทผ๋ณธ์ ์ธ ์ฝ์ ์ ๋๋ฌ๋๊ณ , (2) ๋ฏธ์ค ๊ฐ๋ฑ์ ์๋ฐฉ ํฌ์์๋ค์ ์ซ๊ฒ ํ๋ค.
2/ #๋ฌ๋ฌ ๊ฐ ์ ์ ์ ๋ค๋ค๋ฅด๊ณ ์๋๋ฐ, ๋ฌ๋ฌ๊ฐ ์ฝ์ธ๋ฅผ ๋ณด์ผ ๋, ํญ์ ์ ํฅ์์ฅ์ ๋ํ ์ ์ ๊ณผ ๋์ถ์ ์ ์ํ์ผ๋ก ์์ฉํ๋ค.
https://t.co/fcjPryJHCx
September 05, 2023 at 11:00PM
via https://twitter.com/procre8er/status/1699059877392646429
1/ ์ผ๋จ ์ค๊ตญ์ด ์ธ๋ค. #MSCI #China Fwd P/E๋ 10.8๋ฐฐ์ ๋ถ๊ณผ. S&P500์ 20๋ฐฐ์ ์ ๋ฐ. ๊ฐ์ฅ ํฐ ๋น์ค์ ์ฐจ์งํ๋ ํ ์ผํธ ํ๋ฉ์ค์ ๊ฒฝ์ฐ 17.5๋ฐฐ. ๋ค๋ง ์ผ๋ฐ๋ ์ด์ ๊ฐ ์๋ค. (1) ๋ถ๋์ฐ ์์ฅ์ ๋ถ๊ดด๊ฐ ๊ทผ๋ณธ์ ์ธ ์ฝ์ ์ ๋๋ฌ๋๊ณ , (2) ๋ฏธ์ค ๊ฐ๋ฑ์ ์๋ฐฉ ํฌ์์๋ค์ ์ซ๊ฒ ํ๋ค.
2/ #๋ฌ๋ฌ ๊ฐ ์ ์ ์ ๋ค๋ค๋ฅด๊ณ ์๋๋ฐ, ๋ฌ๋ฌ๊ฐ ์ฝ์ธ๋ฅผ ๋ณด์ผ ๋, ํญ์ ์ ํฅ์์ฅ์ ๋ํ ์ ์ ๊ณผ ๋์ถ์ ์ ์ํ์ผ๋ก ์์ฉํ๋ค.
https://t.co/fcjPryJHCx
September 05, 2023 at 11:00PM
via https://twitter.com/procre8er/status/1699059877392646429
WSJ
Yes, There Is a Bull Case for Investing in China
Contrarians might have passed over China because of the constant flow of bad news. But the point of being a contrarian is to venture to places that others shun.
#Copper Rises as #China Cuts Reserve Requirements to Boost Economy - BNN Bloomberg https://t.co/FLdFo1Pty1
September 15, 2023 at 12:07AM
via https://twitter.com/procre8er/status/1702338225229234560
September 15, 2023 at 12:07AM
via https://twitter.com/procre8er/status/1702338225229234560
Bloomberg.com
Copper Rises as China Cuts Reserve Requirements to Boost Economy
Copper steadied as a stronger dollar countered a move by Chinaโs central bank to bolster stimulus efforts.
๋ง๊ณ ํ์ฝฉ์ ๋ฌด๋ฒ์ง๋? ๊ตฌ๋ฃก์ฑ์ฑ, ๊ฑด์ถ๊ฐ ์์ ์ ๋ถ์
View on YouTube
#ํ์ฝฉ #์ค๊ตญ #๊ตฌ๋ฃก์ฑ์ฑ
#Hongkong #China #ไน้พๅๅฏจ
๋ง๊ณ ํ์ฝฉ์ ์ ์ค?๊ตฌ๋ฃก์ฑ์ฑ, ๊ฑด์ถ๊ฐ ์์ ์ ๋ถ์
View on YouTube
#ํ์ฝฉ #์ค๊ตญ #๊ตฌ๋ฃก์ฑ์ฑ
#Hongkong #China #ไน้พๅๅฏจ
๋ง๊ณ ํ์ฝฉ์ ์ ์ค?๊ตฌ๋ฃก์ฑ์ฑ, ๊ฑด์ถ๊ฐ ์์ ์ ๋ถ์
YouTube
๋ง๊ณ ํ์ฝฉ์ ๋ฒ์ฃ๋์? ๊ตฌ๋ฃก์ฑ์ฑ, ๊ฑด์ถ๊ฐ ์์ ์ ๋ถ์
#ํ์ฝฉ #์ค๊ตญ #๊ตฌ๋ฃก์ฑ์ฑ
๋ง๊ณ ํ์ฝฉ์ ์ ์ค?
๊ตฌ๋ฃก์ฑ์ฑ, ๊ฑด์ถ๊ฐ ์์ ์ ๋ถ์
๋ง๊ณ ํ์ฝฉ์ ์ ์ค?
๊ตฌ๋ฃก์ฑ์ฑ, ๊ฑด์ถ๊ฐ ์์ ์ ๋ถ์