tag:blogger.com,1999:blog-5838647.post6815755823812932081..comments2009-10-17T09:00:44.590+02:00Comments on China Economy Watch: Exports Tumble As China Enters DeflationUnknownnoreply@blogger.comBlogger4125tag:blogger.com,1999:blog-5838647.post-7995229854525049962009-03-17T22:43:00.000+01:002009-03-17T22:43:00.000+01:00I read a recent NPR article regarding the bond of ...I read a recent NPR article regarding the bond of US and China to boost the global economy. Check out my blog. http://www.smudailymustang.com/?p=9244Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5838647.post-20347181817808106382009-02-15T00:55:00.000+01:002009-02-15T00:55:00.000+01:00This should tell you something about imports and e...This should tell you something about imports and exports. I mean if everyone is leaving the cities (which they are) then I see major major MAJOR slowdown!<BR/><BR/>http://www.gotoguy.com/2008/12/29/chinese-abandoning-cities/Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5838647.post-47156741573691476552009-02-13T08:16:00.000+01:002009-02-13T08:16:00.000+01:00Barry,"There is just not enough data yet to make a...Barry,<BR/><BR/>"There is just not enough data yet to make a determination on the Chinese growth rate for January."<BR/><BR/>Basically I agree. Which is why the situation is so fascinating.<BR/><BR/>As I see it, either demographics (30 years of one child per family) matter or they don't. If they don't matter as much as I think, then we could see upside in Chinese growth over the next half year, but if they do then all the deficit spending in the world won't stop this, at least temporarily, folding in on itself, since domestic consumption just won't work as we are seeing in Germany and Japan.<BR/><BR/>Very exciting times, theoretically speaking.<BR/><BR/>"The issue of CNY in January 2009 vs it being in February of 2008 is not addressed here."<BR/><BR/>This would argue for them needing a sharp devaluation. Maybe a big drop in benchmark interest rates?Edward Hughhttps://www.blogger.com/profile/10384039867580949531noreply@blogger.comtag:blogger.com,1999:blog-5838647.post-60126559989560962952009-02-13T04:36:00.000+01:002009-02-13T04:36:00.000+01:00The real question is the validity of the percentag...The real question is the validity of the percentage drop in exports. The issue of CNY in January 2009 vs it being in February of 2008 is not addressed here. Most if not all of the drop in exports is accounted for by this seasonal difference. There is just not enough data yet to make a determination on the Chinese growth rate for January.Unknownhttps://www.blogger.com/profile/15772474285858682038noreply@blogger.com