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You Searched For "Ting Lu" and got 20 results


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1 min read

China Just Announced A Few Key Measures To Bolster Growth: Here Are All The Details

Lu points out that these measures are "a small stimulus with both Keynesian measures to increase ag…

Mamta Badkar   


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3 mins read

China Just Approved A New Plan To Crush Income Inequality

Now, China has approved its long-awaited income distribution plan (IDP). Here are some details from…

Mamta Badkar   


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1 min read

Even Native Chinese Speakers Aren't Sure What The 3rd Plenum Said About The 'Market'

Not so meaningful semantic change on the role of "market" The communique changes the role of "Mark…

Sam Ro   


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1 min read

ECONOMIST: The Street Will Raise Its China Q3 GDP Forecasts After Today's PMI Report

"We are confident to maintain our above-consensus 7.6% and 7.5% yoy growth forecasts for 3Q and 4Q …

Mamta Badkar   


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ECONOMIST: Here's What's Behind Tonight's Ugly China PMI Report

"As the survey was conducted in mid-July, we believe the decline was likely due to the prolonged pe…

Mamta Badkar   


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1 min read

The Two Most Important Chinese Economic Reports Are Just Hours Away...

"The prevailing analysis in the market has focused on the annual change in the monthly data on indu…

Mamta Badkar   


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1 min read

4 Reasons Why People Shouldn't Freak Out About China's 'Disappointing' PMI Report

First, most data points, especially the industrial earnings, have been pointing to an impressive re…

Sam Ro   


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1 min read

The 3 Key Reasons Chinese Export Growth Slumped In March

Bank of America's Ting Lu offers a few other explanations. First, he believes that the "growth of h…

Mamta Badkar   


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1 min read

CHINA'S TRADE NUMBERS CRUSH EXPECTATIONS

Ting writes that export and import growth have bottomed out, but is cautious about export growth in…

Mamta Badkar   


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1 min read

3 Reasons Why Zhou Yongkang's Arrest Is Good For China

"With some high profile arrests under its belt, we believe the focus of the new government can star…

Mamta Badkar   


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1 min read

One Detail From Today's Trade Data Could Disappoint Those Expecting A Chinese Hard Landing

Based on today's report, Bank of America's Ting Lu says in a note to clients that both imports and …

Mamta Badkar   


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2 mins read

The Shanghai Free Trade Zone Isn't As Exciting As Many Make It Out To Be

Societe Generale's Wei Yao argues along similar lines when she points out that interest rate and ca…

Mamta Badkar   


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1 min read

Why You Should Ignore The Strong China Flash PMI Report

"That said, there are significant distortions on PMI readings around the Lunar New Year (LNY) holid…

Sam Ro   


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1 min read

A Complete Look At China's Latest Disappointing Data In One Chart

"The fall in 1Q13 GDP growth was mainly driven by a slowdown in consumption growth due to the new l…

Mamta Badkar   


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1 min read

China's Latest Manufacturing Report Was Bad - Here's Why We Can Ignore It

Why PMI is not a good barometer Neither the NBS nor the HSBC could do a good job in creating PMI d…

Sam Ro   


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1 min read

Here 6 Reasons Why China Is Safe From The 'Taper'

"With the rising uncertainty on emerging markets due to the coming QE tapering, the Chinese governm…

Sam Ro   


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1 min read

Here's Why Chinese Export Growth Is Way Higher Than They're Saying

"Export growth data was inflated by around 10pp in April last year based on our estimations," said …

Sam Ro   


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1 min read

Here Are China's Six Top Priorities For 2014

Ting sees two reasons that food security became the top priority for policymakers. First, 10% of fo…

Mamta Badkar   


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2 mins read

Here Are 4 Concerns About China That Have Investors Freaked Out Again

What investors should take note of however is that with economic indicators suggesting that growth …

Mamta Badkar   


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1 min read

SocGen: Nearly Every Company We Met 'Admitted' That Chinese Trade Is About More Than Moving Goods

"As for reasons, our observation from the trips to the mainland led us to believe that there is ind…

Sam Ro