Recent Commentaries tagged (china)
Funds for Navigating China's Choppy Waters
By Morningstar The last year has been extremely difficult for all investors and Chinese equity managers have not been immune from this. Inflationary concerns in the Chinese economy and macroeconomic issues such as the lack of political leadership in the developed world, social unrest in...***This...
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Tags: guest-post | qfinance | china
Guess When China Will Overtake America?
By Frank Holmes The Economist put together a comprehensive dateline, charting which year China overtook or will overtake the U.S., using 21 indicators of consumption, GDP or spending. It summarizes the significant milestones reached over the last decade or so, reminding us how far...***This is a ...
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Tags: guest-post | china | frank-holmes
Iran, Oil, War, and the U.S. Housing Market
Can you hear it? It is faint, but the beat is growing, and the sound coming our way could have a big impact on the market. Listen, the drumbeat for war is getting a bit louder, and if you have been listening to the republicans running for president, you most certainly have heard the beat. The U...
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Tags: trading-advice | u-s | europe | debt | euro | china | oil | iran
Hope Withers for February Market Breakout
Today is the first day of February, right? Yeh, I thought so, but I wasn't sure when the market opened this morning and all three major indices jumped up, reaching toward 52-week highs, and the NASDAQ stepped into territory it has not seen in 11 years. The reason I wasn't sure is the headline of ...
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Tags: trading-advice | u-s | europe | debt | euro | china | oil | iran
MarketMap 2012 Annual Outlook
"All economic movements, by their very nature, are motivated by crowd psychology. Without due recognition of crowd-thinking ... our theories of economics leave much to be desired. It has always seemed to me that the periodic madnesses which afflict mankind must reflect some deeply rooted trait in...
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Be Wary of China's Stocks
By Louise Basenese of Wall Street Daily Since August 2011, I've been ushering in proof that the China growth story is slowing down. Now we have even more proof... Last week, China's statistics bureau revealed the economy grew by 8.9% in the fourth quarter - the slowest pace in 10...***This is a p...
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Tags: guest-post | china
China Premier Downplays Debt Woes
China's government debt is under control and remains at safe levels, Chinese Premier Wen Jiabao said in comments released Monday, even as the National Audit Office highlighted potential risks for financial sectors this year. Wen said the central government would guard against risks posed by local...
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Tags: china | debt
Chinese Takeouts for the Energy Order
By Frank Holmes China has been hungry to power its country for more than 1.3 billion residents, and takeouts of commodity-related companies is one way to fill its tall energy order. We told you about one merger and acquisition (M&A) deal out of China. Last year, Sinopec acquired...***This is a pr...
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Tags: guest-post | china | frank-holmes | energy
Be A Bull in The China Shop
By Frank Holmes My debate this week with Gordon Chang on China's future at the Vancouver Resource Investment Conference was a stimulating, intellectual exercise. A healthy market needs a compromise between the bid and ask, and discussions between people who strongly disagree is a great way...***T...
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Tags: guest-post | china | frank-holmes
China’s Very Mysterious Data
A quick observation. I could not help noticing that China's imports from Japan fell 16.2pc in December. Imports from Taiwan fell 6.2pc. The Shanghai Container Freight Index fell 1.4pc to a record low of 919.44 in November, after sliding relentlessly for several months. It has picked up slightly s...
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Tags: china
Why Debt and Over-investment in China Matters
By Michael Pettis Before starting on the subject of debt I wanted to make a quick reference to something sent to me by Charles Horner, a senior fellow at the Hudson Institute. I am glad to say that the overinvestment thesis is much more widely acknowledged today than it was even two or...***This ...
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Tags: michael-pettis | guest-post | china
Intimidation Tactics In The Market
More frauds are being uncovered in China. This article tells the story of one hedge fund manager who is being sued for what appears to be a factual report. Some snippets: "Everything Barnes wrote was backed up by veteran investigator accounts, photos, multiple onsite interviews and the company's ...
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Tags: china
A Message from Louis B. Mendelsohn -...
Europe, China, and The U.S. Real Estate MarketA recent Reuters' poll of 600 economists suggests the world economy will lose momentum in 2012, but it will keep moving forward, albeit slowly. The main determinant for this outcome was that the European financial crisis would be a drag on global gro...
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Tags: europe | china | real-estate | eurozone | global-economic-growth | ecb
It May Take a Dragon to Breathe Fire into...
By Frank Holmes On Monday, I'll be returning home to Canada to speak at the Cambridge House's Vancouver Resource Investment Conference. This year, I'll be part of a special debate on whether China will boom or bust with bestselling author Gordon G. Chang. The title of Chang's book, The... ***This...
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Tags: guest-post | china | frank-holmes
Ambiguity and Possibility, Connotations And...
Words are important. Not only do they have a specific definition (denotation), but they carry with them connotation, an implied or suggested meaning, if you will. The word "if" has a specific meaning, (in the event that), but with that meaning comes a sense of ambiguity on the negative side and...
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Tags: trading-advice | u-s | europe | debt | euro | china
