Mark Kruger

#china #chinaeconomy #twosessions

#china #chinaeconomy

#china #chinaeconomy

#China #gdp

#china #ChinaEconomy

#china #chinaeconomy

A deal could look like this: both countries roll back their tariffs; China supports the US economy through goods purchases and/or a modest nominal appreciation; and the US relaxes its controls on the export of advanced chips and chip-making equipment. @MarkKruger59 buff.ly/VicbQNy

#china #chinaeconomy #uschina #GOLD

Growth in the first half was stronger than expected. The Chinese economy is benefiting from a positive swing in its terms of trade, low domestic prices, fiscal support and the bottoming out of the property market. @MarkKruger59

#china #chinaeconomy #climatechange

We’ve seen false starts before but the pick-up in sales seems persistent, while strong land sales bode well for future construction. While high inventories remain a risk, the property market should benefit from buoyant macroeconomic conditions. @MarkKruger59 yicaiglobal.com/opinion/mark.k…

#china #chinaeconomy #tariffs

The government’s commitment to strong fiscal support suggests that we very well may see a rotation of demand away from net exports to consumption with GDP growth, once again, reaching 5 percent in 2025. #TwoSessions @MarkKruger59 buff.ly/P7x4BZq

With apologies to Professor Krugman, China’s trillion dollar trade surplus does not appear to be a sign of weakness. Its current account position seems to be a reasonable response to coming demographic change. @MarkKruger59

Putting a country’s GDP numbers together is as much an art as it is a science. A number of "countable" indicators suggest that China's GDP growth was, indeed, close to 5 percent last year. @MarkKruger59 yicaiglobal.com/opinion/mark.k…

The economy’s ability to accelerate in Q4 and meet the 5% annual growth target will reinforce consumer and investor confidence, setting the stage for more robust domestic spending in 2025. @MarkKruger59 yicaiglobal.com/opinion/mark.k…

Shanghai’s dining coupons appear to significantly boost the economy without imposing a major fiscal cost. They come close to being a free lunch. @MarkKruger59 yicaiglobal.com/opinion/mark.k…

Mr. Trump’s election reflects stagnant wages during the Biden Administration. His proposed 60% tariff with be painful for China. @MarkKruger59 yicaiglobal.com/opinion/mark.k…

It is easy for China watchers to become discouraged as the economy slows. But a detailed look at the data reveals that much of the weakness comes from a single – albeit important – sector. @MarkKruger59 yicaiglobal.com/opinion/mark.k…

Weakness in the property is removing the equivalent of 2.3 percentage points from headline #GDP growth so far this year. This is 0.9 percentage points more than it subtracted last year. @MarkKruger59 yicaiglobal.com/opinion/mark.k…