What The Bears Are Not Telling You About China

With all the gloom surrounding Chinese financial markets in the wake of the trade war escalation, we point out in this article (what may be a surprise to some!) that it’s not all bad news in China. The chart in focus for this article shows there has been strong growth in property prices as well as a recent rebound in producer price inflation. In a world that was obsessed with deflation a couple of years ago, this interesting inflationary increase is something worth keeping an eye on for a few key reasons. Read more...