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  • The Big Chinese Transformation [View article]
    Thanks Tom, my pleasure.
    Jun 9, 2015. 02:12 PM | Likes Like |Link to Comment
  • The Big Chinese Transformation [View article]
    ["From the 2000s onwards, establishing Chinese brands abroad outside Asia has been difficult; see Haier, Geely, Xiaomi, Alibaba, etc. who either failed or show very lackluster results as far as brand status, brand perception and brand attachment go."]

    Yes, but give them some slack. In the beginning, the likes of Toyota and Nissan weren't exactly known for quality products either, and as little as 15 years ago, Samsung was seen as Sony's cheaper brother.

    That doesn't mean Chinese brands will necessarily thrive, but it does show it can be done and takes time. The products are already of sufficient quality, mostly (what I read about phones for the domestic market, etc.), but establishing brand equity abroad takes time..
    Jun 9, 2015. 02:12 PM | 1 Like Like |Link to Comment
  • The Big Chinese Transformation [View article]
    Thanks Cole, and there is a big valuation difference between A and H-shares generally.
    Jun 9, 2015. 08:58 AM | Likes Like |Link to Comment
  • The Big Chinese Transformation [View article]
    Actually, not really. It's more an economic article with some info about how to invest there as that is somewhat confusing for the non-initiated.
    Jun 9, 2015. 08:57 AM | 1 Like Like |Link to Comment
  • Buyback Nation [View article]
    I think we are in agreement here, Asbytec
    Jun 5, 2015. 09:54 AM | 1 Like Like |Link to Comment
  • Buyback Nation [View article]
    Yes, fair enough, QE probably has some negatives. There is a fair amount of academic studies that have looked into the effects of QE on the economy and the general conclusion is that the effects are small but positive. I never argued it is a miracle instrument, in fact, I'm on record it wouldn't be my preferred instrument:
    http://seekingalpha.co...
    Jun 4, 2015. 07:01 PM | Likes Like |Link to Comment
  • Buyback Nation [View article]
    Yes, I also think the fault lines lie more in corporate governance, as it happen:
    http://seekingalpha.co...
    Jun 4, 2015. 06:58 PM | Likes Like |Link to Comment
  • Buyback Nation [View article]
    ["The core problem is a crisis of profitability."]

    Hello David. With respect, profits are at record highs..
    Jun 4, 2015. 06:53 PM | 4 Likes Like |Link to Comment
  • Buyback Nation [View article]
    ["I wish the Austrians would finally cotton on to this idea, they and their talk of malinvestment. Why, with interest rates this low, we should be drowning in malinvestment. Where is malinvestment when you need it."]

    You hit on something here, and I couldn't agree more. Supposedly all the malinvestment is now in whatever they designate as a bubble: shale, student loans, buybacks, stocks, bonds, etc..

    But why blame the Fed when companies decide to invest in financial, rather than real stuff (which is actually one of the main questions of the article above)?
    Jun 4, 2015. 04:48 PM | 2 Likes Like |Link to Comment
  • Buyback Nation [View article]
    ["I thought the IMF only provided advice to small, under-developed countries?"]

    Why plaster an economic article with comments (15 out of 22 so far!) if you have limited understanding of the subject?
    Jun 4, 2015. 03:41 PM | 7 Likes Like |Link to Comment
  • Buyback Nation [View article]
    ["However, it is far from clear that this is always the case. It is well documented that despite low interest rates, the growth during this recovery has been worse that just about any other recovery."]

    First, I said bond yields matter more, I didn't say Fed fund rates are irrelevant..

    Second, the low growth, could that have been because interest rates couldn't be lowered due to the zero lower bound? (Hence unconventional monetary policy)?

    Do we know what would have happened in their absence?
    Jun 4, 2015. 03:18 PM | 1 Like Like |Link to Comment
  • Buyback Nation [View article]
    You might have missed that the IMF (the IMF!) has urged the Fed to postpone rate hikes to 2016 this morning..
    http://cnb.cx/1dPPmr3
    Jun 4, 2015. 03:15 PM | 1 Like Like |Link to Comment
  • Buyback Nation [View article]
    ["If we have not yet seen excessively accommodative monetary policy, perhaps the author could suggest what it would look like."]

    You can easily deduce that from the article. Policy that DOES produce accelerating inflation, an overheating economy, money creation..
    Jun 4, 2015. 02:48 PM | 1 Like Like |Link to Comment
  • Has OPEC Gone Mad? [View article]
    I think I did address the issue of volume in the article, perhaps not to your satisfaction, but there is little evidence to suggest that the volume effect is going to overtake the price effect anytime soon. All the while they're raking up revenue losses that have opportunity cost..

    I acknowledged that in years, the equation might be better as demand will have increased some more and they will have killed of some expensive oil, but that 'victory' will come with a large accumulated loss, if OPEC stays actually on coarse and together for that long..
    May 25, 2015. 10:33 PM | 1 Like Like |Link to Comment
  • Has OPEC Gone Mad? [View article]
    Thanks! I have to say that one could argue that OPEC has been successful in the past, although success meaning generating higher revenues for themselves, basically. The Saudi's, with most oil in the ground, always stepped on the break when the resulting higher oil price made alternatives viable (North Sea, etc.) so in the face of history, what's happening now isn't really a surprise. But I have great doubts whether it's the right response this time for them.
    May 25, 2015. 04:43 PM | 2 Likes Like |Link to Comment
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