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    Gavekal Dragonomics

    CEQ Q3 2014 - Food Security, China Corruption, Asia Pacific High Anxiety

    A New Line On Food Security

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    Gavekal Dragonomics

    CEQ Q3 2014 - Beijing Eyes The Bay Of Bengal

    China wants to build road and rail links from Yunnan all the way to Kolkata, thus securing a virtual western seacoast. Myanmar and India want the investment but are wary of the strategic implications.

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    Gavekal Dragonomics

    CEQ Q3 2014 - Keeping The Dinner Table Healthy

    After enduring milk powder laced with industrial chemicals and pork tainted with dangerous steroids, Chinese consumers are ramping up demand for imports and organics. Local firms are responding by consolidating markets and upgrading their technology, and the government is tightening food safety rules.

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    Gavekal Dragonomics

    CEQ Q3 2014 - Bringing Back The Blue Sky Days

    After Beijing’s infamous Airpocalypse, Premier Li Keqiang declared war on air pollution. Official data show surprising progress in the past year. To sustain this progress, the government must embrace more systematic and market-oriented approaches.

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    Gavekal Dragonomics

    CEQ Q3 2014 - A Real War, More Ammo Required

    China’s pollution problems may not be the worst in history, but they are bad enough. Progress in correcting them has been real but inconsistent. Loud commitments by the new leadership, and a tough new environmental law, offer hope of a faster clean-up.

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    Gavekal Dragonomics

    CEQ Q3 2014 - Summertime, And The Jailin' Is Easy

    Xi Jinping’s war on corruption is far more than just a cynical power-play. Will it work?

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    Gavekal Research

    5C China: Wage Growth Still Solid For Now

    As China’s economic growth has downshifted over the past few years, one of the big surprises has been the absence of bad news from the job market. Wages are still rising at double digit rates, and employers still have trouble filling vacancies. The reason, as is now widely understood, is that the structural slowdown in investment growth is happening at the same time as a structural shift in the labor market. Changing demographics and the...

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    Gavekal Research

    5C Overview: Demography vs Technology

    We have written a lot about two trends with big potential impacts on the balance of power between labor and capital. The first is demography, which since World War II has been a tailwind for growth, but is now turning into a headwind. Virtually every major economy faces a steep fall in its worker-to-retiree ratio, even the US which is often thought to be exempt from demographic destiny because of its relatively high birth rate and openness to...

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    Gavekal Dragonomics

    CEQ Q3 2014 - Small Business To The Rescue?

    Premier Li Keqiang’s most successful economic reform so far is deregulation that has led to a surge in registrations of new private businesses. The next step will be to let these little companies become big ones.

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    Gavekal Research

    China Avoids A Summer Soft Patch

    Has China’s growth hit yet another soft patch? Growth disappointed early in 2014 as a property downturn led to severe pain in construction and heavy industry, prompting the government to ease up on fiscal and monetary policy. Better data in May and June seemed to show that looser policy had succeeded—until a suite of surprisingly weak readings in July raised the prospect that the mini-recovery had just been a mirage. Particularly concerning was...

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    Gavekal Research

    The US Dollar Breaks Out

    Is there a more consensus trade then being bullish on the US dollar? With a) the US economy outperforming those of Europe and Japan, with b) the Federal Reserve looking to withdraw some of the extra-ordinary stimulus that it has deployed in the past five years, just as the need for the European Central Bank, and possibly the Bank of Japan, to become a lot more aggressive becomes ever starker, with c) the Pentagon limiting its defense spending...

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    Gavekal Research

    Iron Ore’s Battle Of Attrition

    Iron ore prices in China are down almost 30% this year, and have languished below US$100 a ton for three months—an unusually protracted downturn in a volatile market. Last year I argued that the iron ore price would stay around US$120 for the next three years, with a relatively high floor set by the rising production cost of Chinese ore, and the reluctance of global miners to invest in new supply capacity. Is this year’s price plunge a temporary...

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    Gavekal Research

    Five Corners (20 August): Velocity Of Money

    In the latest bi-weekly review of global economics and investment we focus on the velocity of money and the credit cycle in the major economic regions: Overview: Charles Gave notes with concern the downturn in the Gavekal Velocity Indicator. US: Will Denyer looks where the US is in the credit cycle and argues it looks more like 2004 than 2007. Europe: François Chauchat argues that contrary to popular belief Europe’s long credit crunch is...

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    Gavekal Research

    A Spectacular Eur-Asian Divergence

    Financial markets are nothing if not a real time survey of real people playing with real money. Hence, no one can seriously doubt that markets contain a huge amount of highly pertinent information. The problem for the investor is how can this be profitably extracted?

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    Gavekal Dragonomics

    The Mystery Of Provincial GDP

    Among all the criticisms on the accuracy of Chinese statistics, the most famous and obvious one is that the sum of China’s provincial GDP is always substantially higher than the national figure released by the National Bureau of Statistics. This reflects the fact that GDP is the most important criterion used to evaluate local government officials, so they have a strong incentive to gussy up their numbers.

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    Gavekal Dragonomics

    Beijing Eyes The Bay Of Bengal

    Under President Xi Jinping, Beijing is pursuing a foreign policy with one grand aim: to restore China’s historical status as the dominant power in Asia. In the South China Sea, this shift towards a muscular, “proactive” diplomacy has intimidated and angered its neighbors (see Perilous Seas). Yet Beijing knows that it cannot simply bully its way to Asian domination: it must offer carrots as well as sticks. So along its southern and western...

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    Gavekal Research

    5C China: Uneasy Easing Undermines Market Reforms

    How do you ease without easing? That is the conundrum China premier Li Keqiang has set for himself. After a disappointing round of July data made clear that economic recovery was still fragile, Li’s cabinet, the State Council, issued a document asking the People’s Bank of China (PBOC) and other ministries to “lower borrowing costs.” But it stopped short of signaling an interest-rate cut.

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    Gavekal Research

    Beijing's Misguided Antitrust Game

    Is Xi Jinping’s China friendly to private enterprise? The answer seems to be yes, if you are a Chinese private company, and no if you’re a foreign one.

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    Gavekal Dragonomics

    The Enduring Hatred Of Big Cities

    China’s government has been promising a “new-style” urbanization policy that will remedy some of the past decade’s many ills. But the ideas behind it are old: planners still seem convinced that the growth of big cities growth must be controlled, and are continuing wasteful efforts to shift resources to smaller and less productive cities.

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    Gavekal Research

    Momentum Shifts From Europe To Asia

    European equity markets have taken a beating in the last 50 days. The average eurozone stock is down 6%, while Portugal and Austria are both down more than 10%, putting them in correction territory. Germany and France are not far behind, down almost 9%. However, this broad underperformance masks a lot of intense individual pain: 20% of eurozone companies have fallen more than 20%. As always with a large sell-off, there are two approaches one...

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