Mark Kruger (@markkruger59) 's Twitter Profile
Mark Kruger

@markkruger59

Based in Shanghai, Senior Fellow at the Yicai Research Institute, CIGI and the University of Alberta's China Institue.

ID: 786754303994261504

linkhttps://yicaiglobal.com/opinion/mark.kruger calendar_today14-10-2016 02:23:38

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To understand why 2023’s growth was considered a below-par result for China, we have to look through the #economy’s extreme volatility during the pandemic period. Mark Kruger bit.ly/3Hmv87Q

Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

The CHCLMR’s human capital report provides compelling evidence that improvements in the quality of the workforce have more than offset declines in its quantity. Mark Kruger bit.ly/42fkKsc

Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

If the Fund’s January 2024 WEO forecast is realized, the world will have lost the equivalent of 7 years of GDP between 2020 and 2024. Looking across the three major economies, it appears that China has not done too poorly. Mark Kruger bit.ly/4bX9eWO

Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

The policies announced during the Two Sessions represent a difficult balancing act between economic development, financial stability and environmental remediation. #TwoSessions Mark Kruger buff.ly/3wYzxft

Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

Growth in Q1 benefitted from a rebound in both domestic and foreign demand. This strong performance likely narrowed the excess supply gap. Mark Kruger yicaiglobal.com/opinion/mark.k…

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The IMF's optimism about China's near-term prospects contrasts with its gloomy outlook for growth over the medium term. Mark Kruger yicaiglobal.com/opinion/mark.k…

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Instead of “destroying” the country, it would be more accurate to say that foreign-born US residents are maintaining it. Still, China could help reduce northbound migration pressures. Mark Kruger yicaiglobal.com/opinion/mark.k…

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Price and exchange rate movements may simply be temporary. The IMF’s forecasts imply China’s underlying economic gravity is on the rise. Mark Kruger yicaiglobal.com/opinion/mark.k…

Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

Weakness in the property is removing the equivalent of 2.3 percentage points from headline #GDP growth so far this year. This is 0.9 percentage points more than it subtracted last year. Mark Kruger yicaiglobal.com/opinion/mark.k…

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It is easy for China watchers to become discouraged as the economy slows. But a detailed look at the data reveals that much of the weakness comes from a single – albeit important – sector. Mark Kruger yicaiglobal.com/opinion/mark.k…

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Mr. Trump’s election reflects stagnant wages during the Biden Administration. His proposed 60% tariff with be painful for China. Mark Kruger yicaiglobal.com/opinion/mark.k…

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Shanghai’s dining coupons appear to significantly boost the economy without imposing a major fiscal cost. They come close to being a free lunch. Mark Kruger yicaiglobal.com/opinion/mark.k…

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The economy’s ability to accelerate in Q4 and meet the 5% annual growth target will reinforce consumer and investor confidence, setting the stage for more robust domestic spending in 2025. Mark Kruger yicaiglobal.com/opinion/mark.k…

Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

Putting a country’s GDP numbers together is as much an art as it is a science. A number of "countable" indicators suggest that China's GDP growth was, indeed, close to 5 percent last year. Mark Kruger yicaiglobal.com/opinion/mark.k…

Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

With apologies to Professor Krugman, China’s trillion dollar trade surplus does not appear to be a sign of weakness. Its current account position seems to be a reasonable response to coming demographic change. Mark Kruger

With apologies to Professor Krugman, China’s trillion dollar trade surplus does not appear to be a sign of weakness. Its current account position seems to be a reasonable response to coming demographic change. <a href="/MarkKruger59/">Mark Kruger</a>
Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

The government’s commitment to strong fiscal support suggests that we very well may see a rotation of demand away from net exports to consumption with GDP growth, once again, reaching 5 percent in 2025. #TwoSessions Mark Kruger buff.ly/P7x4BZq

Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

We’ve seen false starts before but the pick-up in sales seems persistent, while strong land sales bode well for future construction. While high inventories remain a risk, the property market should benefit from buoyant macroeconomic conditions. Mark Kruger

We’ve seen false starts before but the pick-up in sales seems persistent, while strong land sales bode well for future construction. While high inventories remain a risk, the property market should benefit from buoyant macroeconomic conditions. <a href="/MarkKruger59/">Mark Kruger</a>
Yicai 第一财经 (@yicaichina) 's Twitter Profile Photo

Growth in the first half was stronger than expected. The Chinese economy is benefiting from a positive swing in its terms of trade, low domestic prices, fiscal support and the bottoming out of the property market. Mark Kruger

Growth in the first half was stronger than expected. The Chinese economy is benefiting from a positive swing in its terms of trade, low domestic prices, fiscal support and the bottoming out of the property market. <a href="/MarkKruger59/">Mark Kruger</a>