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Andy Bodrog

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  • Bitcoins, Dollars And Renminbi [View article]
    Great article, all about the most important stuff. Especially RMB which I try to write about too (http://www.rmbeffect.com). It may be that bitcoin vs renminbi will be the currency landscape soon
    Nov 26 08:31 AM | Likes Like |Link to Comment
  • Observations From My Trip To China [View article]
    Good to read from others about China, good observations. It is not a zero-sum game in terms of US-China business for sure.
    Nov 2 11:43 AM | Likes Like |Link to Comment
  • Failing Currencies, Failing Economies And The Role Of Silver And Gold [View article]
    China is strategically building its renminbi bloc and experimenting with currency trading in the free trade zones. More to come from both, they seem to be in it for the long haul
    Oct 23 05:45 PM | 2 Likes Like |Link to Comment
  • U.S.-China Market Divergence: Banking Reforms [View article]
    Thanks for your agreement. It remains to be seen, but quick decisions by the new government are a more active stance (against corruption, shadow banking) and are a good sign for the long-term.
    Jul 5 11:18 AM | 1 Like Like |Link to Comment
  • Investing in China: Where Locals Prosper and Foreigners Don't [View article]
    Great article, interesting read!
    May 25 04:34 PM | Likes Like |Link to Comment
  • Renminbi Keeps Going, Chinese Companies Keep Coming [View article]
    Thanks guys! Important topic, making more and more headwinds! The RMB seems to be incrementally developing, will have big market moving effects... Follow on the http://www.rmbeffect.com
    May 20 04:46 PM | Likes Like |Link to Comment
  • China's Uncertainties Won't Stop Renminbi's Rise [View article]
    Very good article. China is following a slow, gradual process of internationalization of the RMB, creating an RMB bloc in Asia and slowly building out domestic and international infrastructure. The next 10 years should provide much progress
    Apr 7 04:17 PM | 1 Like Like |Link to Comment
  • Is There An Asian RMB Bloc? [View article]
    Nice article, the topic is going to get very hot in the next 8 years, as the CCP is planning to make Shanghai a big international finance hub by 2020. Follow http://www.rmbeffect.com on twitter
    Nov 20 05:17 AM | 2 Likes Like |Link to Comment
  • Renminbi Bloc: Future Implications [View article]
    I was highlighting the fact that USD transactions are decreasing and regional currency use is increasing. Yes, the euro is not in position to overtake anything atm, only itself.

    In terms of RMB and RMB bloc, China-Africa trade is where a lot of interesting developments are happening. WSJ talks about how Citi is setting up yuan products:
    http://on.wsj.com/Zu8gaf

    The City of London RMB initiative is also worth to keep an eye on:
    http://bit.ly/VWBgZm
    Nov 12 07:41 AM | 2 Likes Like |Link to Comment
  • Renminbi Bloc: Future Implications [View article]
    True, there are a lot of domestic issues that keep China down, but the focus should be first around the RMB bloc, regionally.

    China takes incremental, very calculated steps in terms of economic development, and broadens scope in the Maoist strategy of "encircling cities from villages". There seem to be strong incentives to open Chinese financial markets and increase RMB use outside the Mainland, the CNH. The current leadership change could accelerate this trend.
    Nov 12 03:05 AM | 1 Like Like |Link to Comment
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