万万没想到,天量资本,突然蜂拥涌入中国
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(27-09-2022, 01:07 PM)kokee Wrote: comie dogs here can bark lies non stop that china export up? my foot!
shipping cost from china down 90%.
a container from chin to US used to cost US$12k, now down to US$3k also no taker!!
nothing to ship from china to US? but comie dogs data from ccp china is super strong!! LOL LOL!
china export these days are by train to russia!!! hahaaa!!
same apply shipping cost to Europe, plunges!!
with so high petrol cost yet shipping collapse!!!!
中國集裝箱航運市場疲軟 海運價格暴跌九成
(27-09-2022, 09:40 AM)kokee Wrote: china economy collapsing on the way, whole world know well now!!
from stock market crash, property price collapse, bond default, RMB meltdown, banks bankrupt & run, jobless surges to sky, abandon housing loan, no more money, keep printing, rate cut instead of hike, covid lock down till almost all economy halted, no more new investment, domestic market dying, export & import crash, global cut off tie with china on the way to total, global sanction china coming & ton more!!
social unrest coming!!
中国各行业大裁员,韭菜刚结婚生子就没了工作,失业人数暴涨社会恐将震荡,各种悲惨事件接连发生。
又一家银行爆雷!股市跌惨迎20大!中共乱套
(30-09-2022, 10:19 AM)cityhantam Wrote:
万万没想到,天量资本,突然蜂拥涌入中国
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(30-09-2022, 10:29 AM)maxsanic Wrote: There is a need to differentiate between fixed asset investments and highly liquid capital movements.
The former is surging into China while the latter is moving out due to increases in US interest rates. In absolute dollar terms, the liquid investments outflow far outnumber fixed asset inflows, but the good thing is fixed asset inflows are very stable, i.e. once they are in it is unlikely they will leave within the next 5 - 10 years and such investment tend to bring about actual tangible benefits such as employment, technological upgrades, skills impartation etc. whereas liquid capital will just jump overnight from one place to another in pursuit of ST interest rates.
The reason why there is so much confusion is because the pro and anti-China people keep quoting different set of numbers of suit their narrative. What is very clear though is the Chinese government is putting in much more effort to attract the smaller but much more stable long term fixed asset investments than actually doing anything to prop up the debt, equity and real estate trio.
While such macro government polices are good for the nation over the long term, it does mean bad news for individual investors who are buying into Chinese stock and debt.
(30-09-2022, 01:02 PM)cityhantam Wrote: If you look at stock indices, YTD Dow Jones has dropped more than Shanghai Index.
No clear indication that liquid capital has left China en mass.
(30-09-2022, 01:02 PM)cityhantam Wrote: If you look at stock indices, YTD Dow Jones has dropped more than Shanghai Index.
No clear indication that liquid capital has left China en mass.
(30-09-2022, 11:09 AM)RiseofAsia Wrote: Got 1 Ah Neh saying China will be isolated… 真的是笑死人。Currently, China is shifting their manufacturing base mainly to the western part of China… This is to shorten the transport time for China goods to reach Europe.Countries are run by smart citizen the smarter the Prospere.
China has become the largest consumers for Europe luxury goods.