China
China is being portrayed chiefly as an export-heavy, manufacturing-driven economy whose surpluses are generating defensive responses from Europe and other countries. Michael Pettis argues that export restraints would not fix China’s underlying domestic imbalances, while Brad Setser and other commentary emphasise the scale of China’s manufacturing and export surplus 2232735. Views diverge sharply on China’s strategic and political model: some frame competition with China as a contest between Western democracy and authoritarianism, while others argue for engagement and say public attitudes are more nuanced than Washington’s 322. China also appears as a major actor in commodities, supply chains, energy security and the wider geopolitical order 591825.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
4 improving6 worsening2 stable
- MHMichael HowellWorsening Expects China's debt burden to keep growth very slow, as Japan's did over past decades. ▶ 3:13 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- RBRobin BrooksSharply worsening Expects China's economy to remain deeply broken, with exports the only growth it has. “The rest of China's economy is deeply broken. This is the only growth it has...” Open the post Last night brought another monster trade surplus… · 14 Oct
- THThomas HayesImproving Expects China's recovery, including a bottoming and turning up of property prices, to continue with government stimulus. “property prices for the first time in years have bottomed and are starting to turn up in China” ▶ 9:52 Great Rotation Happening Now: Why Chip Stocks Ar… · 13 Oct
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- AKAnanth KrishnanStable Expects the India-China relationship to stay stable and predictable, with both sides putting a floor under it. “at least this modest objective of keeping it predictable and stable is what both sides want” ▶ 11:14 India-China Relations Are Improving. Here's What… · 13 Oct
- JBjeroen bloklandSharply worsening Expects China's economy and prospects to worsen, as it is no growth miracle and is aging rapidly. “In case you still believe China is an economic growth miracle, think again. It isn't.” Open the post In case you still believe China is an economic g… · 12 Oct
- MPMichael PettisImproving Expects the draft gig-economy labor rules to be positive for China's rebalancing and to provide much-needed labor support. “This should be positive for rebalancing and could provide much-needed labor support.” Open the post According to Caixin: "China’s labor ministry on … · 12 Oct
- NSNatalie Scott-GrayWorsening Expects China's economy to keep struggling, with policy support only stabilising growth rather than driving a broad recovery. “we suspect their main purpose is to stabilise growth, support selected areas of demand and prevent further deterioration in the property market” ▶ 0:00 Base Metals Tighten as Zinc Smelters Now Pay to … · 11 Oct
- RARipley AtkinsonImproving Expects demand from China (and South Korea) to improve as the year progresses, supporting export markets. “as we move closer to the end of this year, that will, will naturally improve as well” ▶ 13:52 QLD producer confidence fires on forecast while … · 11 Oct
- BJBrent JohnsonWorsening Expects the great power competition between the US and China to persist for a long time, with recurring antagonism. ▶ 6:31 Why Rubio Skipped Brussels: America’s Secret Rin… · 11 Oct
- JAJoe AldinaStable Expects Chinese coal supply to take longer than usual to return to normal after the mine disaster. “my thought would be that things take a little longer there in china to get back to normal” ▶ 7:18 The Coal Trader - Autumn Shoulder Support, Europ… · 9 Oct
- MBMarcelo BonifacioSharply worsening Expects China to import less sugar, maybe a lot less than last year, after a record domestic crop and stock building. “china will import less sugar and maybe a lot less sugar than last year” ▶ 9:18 Brazil Rains Push Sugar Mills to December and Da… · 8 Oct
- LGLuke GromenSharply improving Expects China to hold the upper hand versus the West this time, since the U.S. military depends on Chinese critical parts. “China now makes critical parts of the U.S. military. The U.S. military can't go to war without China.” ▶ 20:13 Does the Administration believe they can inflate… · 8 Oct
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- AKAnanth KrishnanHigh risk · risk Sees a large and persistent trust deficit between India and China, extending beyond the border dispute. “There's a huge trust deficit after what happened on the boundary.” ▶ 13:02 India-China Relations Are Improving. Here's What… · 13 Oct
- BSBrad SetserFor · policy Supports China borrowing more, used more efficiently, to support consumption. “China needs more borrowing (used more efficiently) to support consumption” Open the post I agree with Mr. Batson; China needs more borrow… · 13 Oct
Mentions
211 this weekStories it travels in
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The stories
- ○ a voice
- ◌ a voice raising half of these
- ● a subject — bigger, more items
- ◍ colour is the story
Each circle is a story this entity travels in: the subjects seen with it, and the voices that raised them. Tap a story to open it, a voice to see everywhere it appears, a subject for who raised it. The crumb goes back.
Who brings it up
- Bloomberg 73 mentions
- Brad Setser 19 mentions
- Michael Pettis 13 mentions
- Michael Every 11 mentions
- Arnaud Bertrand 9 mentions
- Josh Linville 9 mentions
- David Lin 8 mentions
- Jeffrey Currie ++ 6 mentions
See what your own voices say about China, every morning.
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