TraderPlanet.com :: Commentaries tagged (china)

Spotlight on China: Electricity Consumption, Real Estate and Oil Imports

Econmatters, TraderPlanet.com — Thu, 09 Feb 2012 20:00:00 +0000

By Mike "Mish" Shedlock Inquiring minds are tired of the spotlight on Greece . Given the world will not end when Greece defaults, whether in March of this year or next, let's turn our attention to a country far more...

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Funds for Navigating China's Choppy Waters

Econmatters, TraderPlanet.com — Sat, 04 Feb 2012 16:00:00 +0000

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...

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Guess When China Will Overtake America?

Econmatters, TraderPlanet.com — Fri, 03 Feb 2012 14:00:00 +0000

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...

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Iran, Oil, War, and the U.S. Housing Market

tradered, TraderPlanet.com — Thu, 02 Feb 2012 17:09:30 +0000

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 United States should deploy ships, step up covert activities, and sharpen its rhetoric to make more credible the threat of a U.S. military strike to stop Iran's nuclear program, a bipartisan group said o...

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Hope Withers for February Market Breakout

tradered, TraderPlanet.com — Wed, 01 Feb 2012 17:18:19 +0000

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 this column. As I read the words "Hope Withers" in the headline of an article, fear filled my very being and I expected the market to drop, perhaps significantly. So, even in in my fear-gripped state,...

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MarketMap 2012 Annual Outlook

JackCahn, TraderPlanet.com — Wed, 01 Feb 2012 09:04:06 +0000

"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 human nature -- a trait akin to the force that motivates the migration of birds or the rush of lemmings to the sea. It is a force wholly impalpable... yet, knowledge of it is necessary to right judgm...

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Be Wary of China's Stocks

Econmatters, TraderPlanet.com — Tue, 31 Jan 2012 20:00:00 +0000

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...

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China Premier Downplays Debt Woes

profitimes, TraderPlanet.com — Mon, 30 Jan 2012 20:42:39 +0000

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 government debt, in comments that were presented at a high-level economic meeting Jan. 6, but not released in full detail until Monday by state newspaper People's Daily.

"At present, government debt ...

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Chinese Takeouts for the Energy Order

Econmatters, TraderPlanet.com — Mon, 30 Jan 2012 16:00:00 +0000

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 deal out of China. Last year, Sinopec acquired...

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Be A Bull in The China Shop

Econmatters, TraderPlanet.com — Sun, 29 Jan 2012 20:00:00 +0000

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...

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China’s Very Mysterious Data

profitimes, TraderPlanet.com — Sun, 29 Jan 2012 15:28:22 +0000

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 since.

Click to enlarge

The Baltic Dry Index measuring freight rates for ores, grains, and bulk goods, has fallen 44pc over the last year. Kasper Moller from Maersk in Beijing said weak Chinese demand ...

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Why Debt and Over-investment in China Matters

Econmatters, TraderPlanet.com — Thu, 26 Jan 2012 14:00:00 +0000

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...

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Intimidation Tactics In The Market

sajidkarsan, TraderPlanet.com — Thu, 26 Jan 2012 11:39:01 +0000

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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 Chinese filings."

"If he stood by his report, as was his wont, his less than a year old fund would be engaged in a multi-year legal battle with a company that had nothing to lose and could use its w...Read More at TraderPlanet.com »

A Message from Louis B. Mendelsohn - President and CEO of Market Technologies

markettech, TraderPlanet.com — Tue, 24 Jan 2012 16:55:18 +0000

Europe, China, and The U.S. Real Estate Market

A 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 growth. No doubt, China's slowing economy added to the economists' perspective. Yet, even with these current realities, it is possible the economists could be incorrect, or at least partially incorrect ab...

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It May Take a Dragon to Breathe Fire into Markets

Econmatters, TraderPlanet.com — Tue, 24 Jan 2012 16:00:00 +0000

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...

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