Attached is our series on featured economic trends from China (pdf format). Notice that there has been a slowing in manufacturing as the government is looking to tame the CPI/inflation rate. So far, the policies have had “some” impact.
In addition to the down-loadable report, look at the chart below where we offset the stocks markets of China and the U.S. by 120 days, the same amount of time difference between the release of stimulus money for both countries.
Oh, by the way…Goldman recently upgraded, or… was it downgraded China shares this week… You know, I think they did both.