Unfortunately no. Our firm has Morningstar research for stocks and mutual funds, along with a Thomson One subscription, which is pretty much worthless.
My best source is the St Louis FRED data bases, but that mostly just covers US data.
Well if you wanted to, most of the data is released through the Chinese national bureau of statistics. I used to have to use that at my old gig sometimes to dig into subsets of data. Beyond that it’s often useful just to do a quick news search on “China economy” or something like that each morning to see what came out. Having the economist can also be useful.
the cost of capital in China is increasing across the board so all businesses, even those completely outside of the commodity business will be affected by higher financing costs. the government will not be able to prevent a massive spike in the unemployment rate when commodity businesses shut-in. consumers will be affected by lesser loan origination (we know that even state owned economies can’t and shouldn’t force bad loans through the system).
i don’t think much data is useful aside from the total debt to gdp ratio and the fact that a large percentage of chinese businesses will likely never be profitable again. that’s what happens when you consume ~50% of almost all commodities for 10 years and then stop. obviously if i see worsening npl numbers and higher default rates it is a sign the debt bubble is unwinding. if the commodity bubble is imploding, which is a certainty, the country that drove that bubble will very likely implode itself.