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We see the summer fall in China's stock market and subsequent efforts to revive assets values by pumping in cash as a tipping point. Now China's economy is visibly deteriorating. Consumer spending lags already weak GDP growth. Only heavy spending on infrastructure kept the economy from tumbling into recession late 2015, and negative growth seems likely to come. We are following this story in commodities, the property markets, the financial services sector, and in currency markets. We expect continuing depreciation of the RMB.
We see the summer fall in China's stock market and subsequent efforts to revive assets values by pumping in cash as a tipping point. Now China's economy is visibly deteriorating. Consumer spending lags already weak GDP growth. Only heavy spending on infrastructure kept the economy from tumbling into recession late 2015, and negative growth seems likely to come. We are following this story in commodities, the property markets, the financial services sector, and in currency markets. We expect continuing depreciation of the RMB.
Latest VideosIn April's JCap Recap, Anne Stevenson-Yang looks at discrepancies in China's national accounts and suggests possible causes.
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CommentaryIn this sample Commentary, Anne Stevenson-Yang discusses why 2016 may be a bad year for Chinese financial technology and payments platforms.
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J Cap in the NewsThe RMB: Markets have been rallying, but J Capital still believes the currency will depreciate this year, and said so in the Wall Street Journal on the ides of March.
J Cap on TwitterFollow us on Twitter via our new handle, @Jcap_research.
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Disclaimer
The videos and other commentary displayed are for information purposes only and should not be relied upon as investment advice. The information provided is not a complete analysis of every material fact regarding any country, region, or market. Because market and economic conditions are subject to change, comments, opinions and analyses are rendered as of the date of this posting and may change without notice.
Opinions are intended to provide insight on macroeconomic issues and commentary is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.
Investments involve risk. The value of investments can go down as well as up, and investors may not get back the full amount invested. The information contained in this video has not been reviewed in the light of your personal financial circumstances. Reliance upon the information is at your sole discretion.
The videos and other commentary displayed are for information purposes only and should not be relied upon as investment advice. The information provided is not a complete analysis of every material fact regarding any country, region, or market. Because market and economic conditions are subject to change, comments, opinions and analyses are rendered as of the date of this posting and may change without notice.
Opinions are intended to provide insight on macroeconomic issues and commentary is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.
Investments involve risk. The value of investments can go down as well as up, and investors may not get back the full amount invested. The information contained in this video has not been reviewed in the light of your personal financial circumstances. Reliance upon the information is at your sole discretion.
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