RSS Feed

Calendar

May 2020
M T W T F S S
« Apr    
 123
45678910
11121314151617
18192021222324
25262728293031

Search

Tag Cloud

Archives

Investment Week (May 18)

2020/ 05/ 18 by jd in Global News

“Credit fundamentals have worsened since the market sell-off began, although central banks could provide some companies with a soft landing and many firms have drawn on their credit lines in a bid to stay afloat.” Even though “the impact is highly correlated across geographies, industries and asset classes…the potential outcomes are too severe to only affect equities and credit-market fundamentals have undoubtedly been impacted.”

 

Bloomberg (March 8)

2015/ 03/ 09 by jd in Global News

“China’s second interest-rate cut in three months has raised fears that the government is trying to devalue the yuan to give its exports an unfair boost — an understandable suspicion.” In this case, however, “lower interest rates and a moderately weaker yuan make sense not just for China but for the rest of the world as well.”  These factors should help Chinese leaders achieve their “soft landing” growth target of 7%. “The rest of the world no less than China needs this soft landing to be smoothly accomplished.”

 

Forbes (January 17, 2012)

2012/ 01/ 18 by jd in Global News

Will China’s landing be soft or hard? Several factors “help offset weakness and support the ‘soft landing’ thesis.” Urbanization is one such factor, as it helps boost retail sales. In 2011, “China’s urban population surpassed its rural population” with 51.3% living in cities. “Combine more city dwellers with rising incomes and you get the beginnings of the coveted transition from a purely export-based economy into a dynamic domestic/international machine.”

 

[archive]