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Patrick Chovanec

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  • Foreign Policy: Clash Of The Balance Sheets
    on Wed, Dec 12, 2012 • FXI • 3 Comments
  • Bloomberg: Challenges China's New Leadership Faces
    on Mon, Nov 12, 2012 • FXI, GXC, PGJ • 9 Comments
  • China's Solyndra Economy
    on Thu, Sep 13, 2012 • LDK, STP, HNP • 15 Comments
  • The Silver Linings In China's Slowdown
    on Sun, Aug 5, 2012 • 12 Comments
  • Am I A China Bear?
    on Tue, Jul 17, 2012 • FXI, FXP • 20 Comments
  • China's Financial System: No Guarantees
    on Sun, May 20, 2012 • FXI, PGJ • 8 Comments
  • China Real Estate Unravels
    on Wed, May 16, 2012 • TAO, FXI, PGJ • 10 Comments
  • China's Slowdown: How Worried Should We Be?
    on Tue, Feb 21, 2012 • FXI, PGJ, GXC • 12 Comments
  • Xi Jinping In America Talks Trade Imbalance
    on Thu, Feb 16, 2012 • FXI, PGJ, CNY • 3 Comments
  • Real Estate's Impact On China GDP: More Thoughts
    on Fri, Jan 20, 2012 • FXI, CHIM • 5 Comments
  • China Data: Slowing Growth
    on Wed, Jan 18, 2012 • CYB, CHIX, FXI • 4 Comments
  • China's GDP: Reading The Fine Print
    on Tue, Jan 17, 2012 • MCHI, CNY • 14 Comments
  • China: Initial Thoughts On PBOC Easing
    on Fri, Dec 2, 2011 • CHIX, FXI, CYB • 13 Comments
  • China Outlook: 'Winter Is Coming'
    on Fri, Nov 25, 2011 • FXI, CYB, TAO • 22 Comments
  • Should We Sell Taiwan In Exchange For China's Debt Forgiveness?
    on Sun, Nov 13, 2011 • FXI, EWT, TLH • 22 Comments
  • Why Europe Looks To China Now
    on Sun, Oct 30, 2011 • 11 Comments
  • China's Slowdown Will Not Land Softly
    on Thu, Oct 20, 2011 • 6 Comments
  • Huijin's Chinese Banking Sector Head-Fake
    on Wed, Oct 12, 2011 • BACHY.PK, CICHY.PK, CHIX • 10 Comments
  • Thoughts On The Upcoming China Currency Confrontation
    on Sun, Oct 9, 2011 • CYB, UUP, UDN • 7 Comments
  • Can China Rescue Italy?
    on Sun, Sep 18, 2011 • IEV, FXI • 15 Comments
  • Signs Of Continuing China Inflation
    on Wed, Aug 31, 2011 • CHIX, FXI, GXC • 16 Comments
  • Beijing Is Sabotaging China's Economic Progress
    on Mon, Aug 22, 2011 • FXI • 10 Comments
  • S&P's Downgrade: Sound and Fury Signifying Nothing
    on Sun, Aug 7, 2011 • SHY, IEF, TLT • 6 Comments
  • Thoughts on Dagong's U.S. Treasuries Downgrade
    on Thu, Aug 4, 2011 • SHY, IEF, TLT • 3 Comments
  • Will China Dump U.S. Debt?
    on Sun, Jul 31, 2011 • SHY, IEF, TLT • 84 Comments
  • Caixin on China's Risky Wealth Funds
    on Mon, Jul 25, 2011 • CHIX, FXI • 4 Comments
  • China's Runaway Local Debt
    on Fri, Jul 15, 2011 • 12 Comments
  • Laying Odds on Who Will Head the IMF
    on Tue, Jun 14, 2011 • Comment!
  • China: Property Peak, Growing Unrest and Other Tidbits
    on Mon, Jun 13, 2011 • TAO • 7 Comments
  • Beijing's Bad Debt Bailout: Problem Solved?
    on Thu, Jun 2, 2011 • 1 Comment
  • Taming Chinese Inflation: Interest Rates or Exchange Rates?
    on Wed, Apr 27, 2011 • CNY, CYB, FXI • 3 Comments
  • Inflation and the Truckers' Strike in Shanghai
    on Sun, Apr 24, 2011 • FXI, PEK, OIL • 3 Comments