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One-third of publicly listed Chinese companies suffered negative cash flow in Q2, according to...

One-third of publicly listed Chinese companies suffered negative cash flow in Q2, according to the FT, as the slowdown spreads from construction, machinery and chemicals to those industries expected to lead the supposed rebalancing of the economy - retail, healthcare, electronics. While non-performing bank loans have yet to be affected by the cash crunch, those classified as overdue leapt 29%.
Comments (4)
  • untrusting investor
    , contributor
    Comments (9928) | Send Message
     
    Looks like that China hard landing is well underway now then.
    10 Sep 2012, 12:03 AM Reply Like
  • daro
    , contributor
    Comments (1530) | Send Message
     
    not a bright spot.
    10 Sep 2012, 01:38 AM Reply Like
  • Andrew Hanson, CFA
    , contributor
    Comments (6) | Send Message
     
    Add to this that "Asian-Pacific markets were mixed Monday as investors hoped the U.S. and China would launch stimulus measures" and that South Korean is contemplating a stimulus package.

     

    The operative word is "hope". The problem is structural. Even Keynes believed that you can not solve structural economic problems with easy monetary policy.

     

    Not only are the markets "hoping", so are the central banks.
    10 Sep 2012, 08:24 AM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    cn food drives inflation 2%. I wonder how much it really is?

     

    I'll try to gauge the actual inflationary impact over the next couple of months
    10 Sep 2012, 08:25 AM Reply Like
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