---
title: "Chinese Reading"
url: https://independentstockanalysis.com/chinese-reading/
description: "Europe is still a mess, even mighty German saw Q4 growth go negative ( Reuters ), but European spreads continue to get better ( Josh Brown ). Meanwhile…"
published: 2013-01-12
updated: 2013-01-12
---

# Chinese Reading

Published 2013-01-12

Posted on

by

J.J. Butler

Europe is still a mess, even mighty German saw Q4 growth go negative ([Reuters](http://www.reuters.com/article/2013/01/11/germany-economy-idUSL5E9CB3Z020130111)), but European spreads continue to get better ([Josh Brown](http://www.thereformedbroker.com/2013/01/10/chart-o-the-day-european-yield-spreads-stocks/)). Meanwhile stateside, 2013 Outlook: Why The SPX Will Be Up For A 5th Year In A Row ([Schaeffers](http://schaefferstradingfloor.com/2013-outlook/id=2259)).

The stimulus push continues in Japan ([Reuters](http://www.reuters.com/article/2013/01/11/us-japan-economy-stimulus-idUSBRE90608U20130111)).

Chess: [Gold Miners Leading the Charge](http://ibankcoin.com/chessnwine/2013/01/10/gold-miners-leading-the-charge/)

China’s economic improvement is becoming visible in global markets at [Sober Look](http://soberlook.com/2013/01/chinas-economic-improvement-is-becoming.html).

“(F)our factors combined to generate a sharp increase in world demand for commodities: rapid growth in global GDP, increasing urbanization in developing countries, a rise in population at a rate of 800 million people per decade, and a significant decrease in poverty. With the exception of global population growth, China has been the most dynamic country in all of these respects.” Shall this continue? [Project Syndicate](http://www.project-syndicate.org/commentary/chinese-growth-and-the-future-of-commodity-prices-by-jose-l--machinea)

China’s ravenous for iron ore, copper and oil at [Mining](http://www.mining.com/chinas-appetite-for-iron-ore-copper-oil-quite-ravenous-in-2012-41840/?utm_source=digest-en-mining-130110&utm_medium=email&utm_campaign=digest). Highflying Molycorp has tanked also at [Mining](http://www.mining.com/while-your-shares-were-tanking-molycorp-was-funding-research-to-eliminate-need-for-rare-earths-88174/?utm_source=digest-en-mining-130110&utm_medium=email&utm_campaign=digest).

China, ECB, Currencies, and Commodities by [Ryan Puplava](http://m.financialsense.com/contributors/ryan-puplava/china-ecb-currencies-commodities#.UO94oX1USSY.twitter).

However: ” Short seller Jim Chanos sees big trouble brewing among leveraged natural-gas producers. Why he still views China as a bubble and is wary of Brazil’s Petrobras and Vale, too.” [Barron’s](http://online.barrons.com/article/SB50001424052748704379604578187373254242836.html#articleTabs_article%3D0)

Missed the China Rally? Wait for February, Ned Davis says at [Barron’s](http://blogs.barrons.com/emergingmarketsdaily/2013/01/03/missed-the-china-rally-wait-for-february-ned-davis-says/?mod=BOLBlog?mod=BOL_article_full_blog_em).

Commodity currency Australian Dollar ready for a major kangaroo jump? by [Peter Brandt](http://peterlbrandt.com/australian-dollar-ready-for-a-major-kangaroo-jump/).

“Copper and tin are likely to be the biggest near-term beneficiaries of improved apparent demand through the first half of 2013, with supply availability still limited, Macquarie said in a research note Friday.” [Platts](http://www.platts.com/RSSFeedDetailedNews/RSSFeed/Metals/8054343) China’s 2013 refined copper consumption to rise 5.5% to 8.1 mil mt: Antaike at [Platts](http://www.platts.com/RSSFeedDetailedNews/RSSFeed/Metals/8046700).

Natural Resource Stocks To Reflate On China? [Michael Gayed](http://seekingalpha.com/article/1105941-natural-resource-stocks-to-reflate-on-china?source=email_macro_view&ifp=0) Look’s like a possible fantastic low risk entry point:

China’s 2012 trade surplus surges 48% ([CNA](http://www.channelnewsasia.com/stories/afp_asiapacific_business/view/1247061/1/.html)), thus “China’s overseas investments neared $80 billion in 2012, according to the latest
 tally by the Heritage Foundation, a conservative Washington D.C. think, and may well hit $100 billion a year in the coming years.” [WSJ](http://blogs.wsj.com/chinarealtime/2013/01/10/chinas-global-investments-climbing-but-troubled/)

We shall keep a close eye on China ([Business Spectator](http://www.businessspectator.com.au/bs.nsf/Article/China-CPI-beats-expectations-in-Dec-pd20130111-3U3H3)).

Inflation adjusted stocks via [J.C. Parets](http://allstarcharts.com/stocks-are-no-where-near-their-real-all-time-highs/):

An MLP blog to bookmark for those interested in the space: [MLP Guy](http://mlpguy.com/).