Profiting From China's Growth With Sector And Macro Bets - An Interview With China Expert Shaun Rein, Part II [View article]
mh001: we are in agreement again. BTW, I do read the comments on most of my columns that I post here on SA (don't always respond) but I have enjoyed reading your comments over the years
Profiting From China's Growth With Sector And Macro Bets - An Interview With China Expert Shaun Rein, Part II [View article]
Osolemio - agreed. China needs to get better at soft power. It has sent 1 million Chinese abroad to study in last 30 years so actually many in China get the US very well. I think many in the Us simply disagree with China's foreign policy thrust, much as many in China disagree with America's actions.
Profiting From China's Growth With Sector And Macro Bets - An Interview With China Expert Shaun Rein, Part II [View article]
Dig Deep: excellent questions actually and we are in agreement for the most part on the concerns. You are right, if more job creation in the middle class level does not work, then who is going to fill in the vacant apartments? Etc...
One key area is that FDI is soaring. For instance, Citigroup is tripling the number of Chinese employees in next 3 years. Pepsi, Disney all announced multi billionaire dollar investments. Successful steering is not a foregone conclusion, and you have pinpointed key areas for sure, but I am optimistic. I cannot answer all your questions here but if you read many of my past and future writings much of your concerns are addressed.
Thanks Kyle for the kind comments. You have actually touched upon the subject of a book I am writing for John Wiley...
"The End of Cheap China". He and the guy that controls 4% of exports I think agree on trends in the marketplace. Look forward to hearing your views of the book once it comes out.
mh001 is correct, Hax, I live in Shanghai and have lived in China most of my adult life.
I understand there are issues in China but debate needs to be based on rational discourse and hard core data, not made up facts. You really must tell me where all those empty highways around as I always seem to be stuck in traffic.
Telling me about your landlords holdings would be far more useful if you told me how much leverage he has on all those apartments. Your story about the Wenzhou people coming and buying apartments in cash kind of proves my point -- there is little leverage in the marketplace.
Even if prices drop, and they might, it won't cause a panic. So it seems to me our own insights prove my points so that you.
Buying China Stocks Often Has Worse Odds Than Gambling [View article]
Dear All,
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.---
Gap Needs an Image Makeover in China [View article]
Dear All,
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.--
Caution Needed When Investing in Chinese Firms [View article]
Dear All,
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.-
China Needs to Focus on 'Soft Power' to Keep Foreign Investment [View article]
Dear All,
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.'''
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.,.,.
Why Nouriel Roubini Is Wrong on China's Economy [View article]
Dear All,
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process..,
No Need to Fear a Property Bubble in China [View article]
Dear All,
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.,,,
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.,
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.1
Profiting From China's Growth With Sector And Macro Bets - An Interview With China Expert Shaun Rein, Part II [View article]
Profiting From China's Growth With Sector And Macro Bets - An Interview With China Expert Shaun Rein, Part II [View article]
Osolemio - agreed. China needs to get better at soft power. It has sent 1 million Chinese abroad to study in last 30 years so actually many in China get the US very well. I think many in the Us simply disagree with China's foreign policy thrust, much as many in China disagree with America's actions.
Profiting From China's Growth With Sector And Macro Bets - An Interview With China Expert Shaun Rein, Part II [View article]
audreycao: thank you for the comments. We are in agreement on the consumption shift -- it is happening, sometime will be messy, but it is happening...
Profiting From China's Growth With Sector And Macro Bets - An Interview With China Expert Shaun Rein, Part II [View article]
One key area is that FDI is soaring. For instance, Citigroup is tripling the number of Chinese employees in next 3 years. Pepsi, Disney all announced multi billionaire dollar investments. Successful steering is not a foregone conclusion, and you have pinpointed key areas for sure, but I am optimistic. I cannot answer all your questions here but if you read many of my past and future writings much of your concerns are addressed.
Don't Judge China on Phantom Facts [View article]
"The End of Cheap China". He and the guy that controls 4% of exports I think agree on trends in the marketplace. Look forward to hearing your views of the book once it comes out.
Don't Judge China on Phantom Facts [View article]
I understand there are issues in China but debate needs to be based on rational discourse and hard core data, not made up facts. You really must tell me where all those empty highways around as I always seem to be stuck in traffic.
Telling me about your landlords holdings would be far more useful if you told me how much leverage he has on all those apartments. Your story about the Wenzhou people coming and buying apartments in cash kind of proves my point -- there is little leverage in the marketplace.
Even if prices drop, and they might, it won't cause a panic. So it seems to me our own insights prove my points so that you.
Buying China Stocks Often Has Worse Odds Than Gambling [View article]
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.---
Gap Needs an Image Makeover in China [View article]
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.--
Caution Needed When Investing in Chinese Firms [View article]
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.-
China Needs to Focus on 'Soft Power' to Keep Foreign Investment [View article]
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.'''
How Apple Turned Around in China [View article]
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.,.,.
Why Nouriel Roubini Is Wrong on China's Economy [View article]
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process..,
No Need to Fear a Property Bubble in China [View article]
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.,,,
Why Best Buy Failed in China [View article]
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.,
Why China Needs to Keep Building [View article]
Thank you for the excellent comments. As a FYI, I do not respond to many comments on SA because I don't like the anonymous nature of many of the discussions as it sometimes causes a lack of civility. I am however quite good at responding to comments via Linked In groups (where there is no anonymity). Debate there tends to be good. If you want to know which groups I participate in, feel free to send me a Linked In invite and I will accept.
I am also writing a book on China's economy and will be active on Linked In during the writing process.1