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  • China Update - Housing Market And Manufacturing [View instapost]
    Outsource retirement to China...
    Jul 20 07:04 PM | Likes Like |Link to Comment
  • New Zealand - Safe Haven Or Value Trap? [View article]
    Spot on, you can confirm this by looking at the structural current account deficit.
    Jun 28 12:57 PM | Likes Like |Link to Comment
  • New Zealand - Safe Haven Or Value Trap? [View article]
    High payout ratio? NZ stock market has traditionally been a high dividend market. Also the listed property sector likely plays a part in skewing/keeping the rate up.
    Jun 26 02:14 PM | Likes Like |Link to Comment
  • New Zealand - Safe Haven Or Value Trap? [View article]
    migration stats: http://bit.ly/MiI6kK
    Jun 24 01:22 AM | Likes Like |Link to Comment
  • New Zealand - Safe Haven Or Value Trap? [View article]
    Thanks for the comment.
    In terms of migration, check the "international travel and migration" stats. There is indeed a persistent outflow to Aus (no visa requirements for NZ citizens, warmer weather, better opportunities etc), but at the same time we have positive net migration as poms/europeans and Asians more than make up for the loss of those chasing the greener (browner) grass in Australia.

    Re earthquakes: probably similar risk level to Japan and various other countries on/close to fault lines. There is some work being done in chch, not to the extent expected yet, it may end up that various satelite cities are built instead of one big city, but there is the cash from insurance and govt budget to get something underway, but yes the ground still moves, check: http://www.geonet.org.nz
    Jun 24 01:21 AM | 1 Like Like |Link to Comment
  • Top 10 Financial Crisis Documentaries [View instapost]
    Absolutely, you should also check out "bigger than enron" - its about Enron's auditors
    Dec 25 05:13 PM | Likes Like |Link to Comment
  • What's Happening To Property Prices In China [View article]
    how'd you come up with 70% ... seems a bit of a stretch to me
    Oct 19 03:06 AM | Likes Like |Link to Comment
  • China Property Update - Prices Still Chugging Along in May [View article]
    Good point - I'll work on getting some volume stats together for the next report
    Jun 7 06:35 AM | Likes Like |Link to Comment
  • Time to Go Long Vietnam With VNM? [View article]
    Thanks for the insight Michael, I had suspected as much, I would have preferred to show a higher frequency inflation chart to show the spike, though the interest rates do in some sense give an appreciation for it...
    May 20 07:34 PM | Likes Like |Link to Comment
  • Should You Invest in Chile? [View article]
    Thanks for the helpful comment
    May 16 04:56 AM | Likes Like |Link to Comment
  • Should You Invest in Chile? [View article]
    A key driver of China's investment is securing copper supplies...
    May 15 02:31 PM | 3 Likes Like |Link to Comment
  • Is This China's Last Trade Surplus? [View article]
    and there tends to be a bit of a spike towards the end of the year (christmas sales)
    May 12 02:32 PM | Likes Like |Link to Comment
  • Is This China's Last Trade Surplus? [View article]
    I'll look into that, might do a separate piece on the details
    May 12 02:31 PM | Likes Like |Link to Comment
  • China Property Update: Small Positives Today to Become Small Negatives Tomorrow? [View article]
    The more I look into it the more I think that in -aggregate- there is no major bubble, but there are a few cities where prices have gone a bit crazy e.g. Beijing, Shanghai, Shenzhen ... but yeah, analysis is still work in progress, I plan to look at income levels vs property prices soon...
    May 9 05:42 AM | 3 Likes Like |Link to Comment
  • Is China's Inflation Peaking? [View article]
    I'm not sure, but one could argue that keeping the Yuan artificially low may be encouraging hot money to flood in - anticipating that eventually the Yuan will rise. I'm not sure how high the Yuan would need to go to help with inflation, but I do know that a stronger currency is kind of the opposite of inflation (i.e. a weak currency requires more units of that currency to buy something than a stronger one)...
    Apr 18 04:40 AM | 1 Like Like |Link to Comment
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