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Matthew Cowie's  Instablog

Matthew Cowie
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Financial Analyst for Mutual Fund Investor Guide; currently living in Beijing, China. Previously worked as a financial analyst for for Fidelity Independent Adviser Dion Money Management. Articles written for FIA and DMM appeared on, Yahoo Finance, and Seeking Alpha.
My company:
Mutual Fund Investor Guide
My blog:
Investing in Chinese Stocks
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  • IMF COFER Report: Euro Declines In Allocated Reserves

    Here's data through 2013 Q2. The euro has taken over the dollar's role as the shrinking reserve asset.

    The graph starts at 60% to more clearly show the changes.

    (click to enlarge)

    Tags: FXE, currency
    Oct 30 3:31 AM | Link | Comment!
  • Maotai Bubble Collapses

    In March 2012 I wrote: Chinese Maotai bubble bursts!, which discussed the government crackdown on officials blowing public money on extravagant banquets, with much of the cash flowing into luxury goods such as the high priced Maotai baijiu.

    I was early with my call: Maotai shares ran from 200 up to 260 yuan before the top was reached, but with shares collapsing to 150 yuan yesterday, it's clear that the call was the right one. The reason for the latest drop on Monday, a 10% limit down plunge: Baijiu-Maker Kweichow Moutai Sobers Up

    Kweichow Moutai Co.'s shares plunged by the 10% daily limit in Shanghai on Monday morning, after the company reported its slowest half-year gain since 2001. The maker of moutai, a high-end baijiu, or white liquor, said Friday its first-half net profit rose 3.6%.

    (click to enlarge)

    Tags: China
    Sep 03 2:53 AM | Link | Comment!
  • China Will Nationalize U.S. Dollar Deposits To Forestall A Collapse In The Yuan
    Liu Jun Luo: Gold going to $500; Chinese yuan will collapse; China will nationalize dollar deposits
    Tags: China
    Jun 27 10:47 PM | Link | Comment!
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