The data out of China has been soft at best. See article here at Business Insider. What will come of the tyger that burns so bright?
When I think of China it reminds me of this poem from my childhood by William Blake.
~ William Blake
Will China lead or is there trouble ahead?
There is no doubt in my mind that China will lead economically in the coming years. The question is in what direction?
This link is to a video about the prospects of China’s OBOR project that holds so much promise and yet, faces so many hurdles. Belt and Road – China’s Latest Project via RT
OBOR daily ETF. One I follow on my China watch.
Shanghai Composite daily
Hang Seng v Australian ASX weekly. This is one of my correlation charts. To my surprise the ASX has rallied to catch up to the HSI. See how it goes from here.
China’s Gov Bond yield curve
The short end of China bond yield curve is quite concerning and the long end is flattening but not much change in 6mths. Have to keep a close eye on this.