PowerShares Gldn Dragon Halter USX China (PGJ)
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- Is the PBoC Running Out of Capital? [view article]
- China: Slowing Economy, Rapid Credit Growth? [view article]
- China: Market Breaks Below 2300 [view article]
- Investing in China: The Long Term View [view article]
- China: What a Real Bear Market Looks Like [view article]
- Is the Chinese Market Overvalued? [view article]
- China Still Needs Revaluation, but How Much? [view article]
- Can China Carry the Post-Olympic Torch? [view article]
- China: Post Olympic Slowdown [view article]
- International ETF Update: China, Japan, Austria [view article]
- U.S. Credit Woes Spill Into China [view article]
- China and Starbucks' Late Stage Growth Obesity [view article]
loading ...Recent PGJ Articles
- Is the PBoC Running Out of Capital?
- China: Market Breaks Below 2300
- Investing in China: The Long Term View
- China Still Needs Revaluation, but How Much?
- China: Slowing Economy, Rapid Credit Growth?
- Can China Carry the Post-Olympic Torch?
- U.S. Credit Woes Spill Into China
- China: Post Olympic Slowdown
- Is the China Growth Story Coming Unglued?
- China: What Comes After the Olympics?
- Full List of Articles »
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China's Looming Hangover? [view article]
The authors closing sentence, reflects the the western view of a culture and people that are not western, and not understood by the West. This is a nation of 1.3 billion people, run by a communist government, which can direct its subjects in whatever way it chooses. The country has been growing by over 20% for several years, and there is no way the regime is going to allow that rate to slow by any considerable amount. They got the Olympics, they got into WTO, they are now on a 2 week vacation, and next month, it's back to work as usual. ReplyChina's Impending Financial Crisis [view article]
China is estimated to have nearly $1 trillion in exposure to U.S. subprime mortgage, automobile and credit card debt securities (CDOs), and an unknown amount of exposure to the derivatives 'house of cards'. China's economic outlook appears negative: see this excellent research report -www.globalsecuritieswa...
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Fast Food Is Becoming More Expensive in China [view article]
Sounds like McD raised their prices expecting that the influx and exuberance of the Olympics would mute the impact. Looks like KFC held off anticipating that the shut down of factories for the Olympics would slow sales anyway and increasing prices when the factories reopened would be better for their bottom line...Anyway, interesting article....
jegan ;-) Reply
China's Looming Hangover? [view article]
For sure the growth is top priority for communist gov. Without it, it would lose its legitimacy. But if you count the social benefits and other invisible income, the gini would be unimaginalble high. Anybody think the sustainable growth with such gini is mission possible? Replying
Commodity Carnage: Where to Turn Next? [view article]
SKF now! ReplyChina's Looming Hangover? [view article]
who can you believe about anything? the chinese communist dictatorship or the weapons of mass destruction us govt.?back to the old russia putin or any of the nuts in the muddle east?i could go on-but you get my point. ReplyFast Food Is Becoming More Expensive in China [view article]
McDonald and KFC can do that.They are still crowded in China.
In supermarkets, it is hard to find anything,
which has a price rise below the released inflation rate.
Now I worry about the true inflation may accelerate after the Olympic Games. Reply
China's Looming Hangover? [view article]
I am simply not buying the "China is falling apart story." Who are you going to believe, the media and US-centric whores who hate the china growth story or people like Jim Rogers or Andrew Liveris-Dow Chemical CEO (who actually live or do most of their business in Asia)? My bet is with Rogers and Liveris who see NO SIGNS of Chinese weakness. China has inflation contained now and have publicly stated that economic growth is job 1. Rest assured they will go back to their frenetic 24/7 schedule and growth will still be in the 9-10% range this year. The "global growth bears" have absolutely nothing to support their argument. The global economy will resume its growth cycle in the 4th quarter. This could be the best buying opportunity for Chinese stocks since 2000. ReplyChina: Olympic Fever and the Market [view article]
Kelaido, actually restrictions on what China can buy in the US and Europe are far less than restrictions on what foreigners can buy in China, although I suspect that there will be a hardening of attitudes in all countries over the next few years. Still, what Chinese companies can buy far exceeds what they cannot. The more important question is whether they have the management capability to digest major acquisitions. There is a long history of companies making big mistakes when they first embark on foreign acquisition sprees. ReplyTime to Avoid the Stock Markets Altogether [view article]
"This [is] not the time to be clever." -- what does that mean? Only idiots will do well in this market? I guess only idiots will follow this type of advice anyway. The rest of us will insist on using their head for investing, despite von Pfeil's recommendation to the contrary.Reply
The Ponzi
Scheme
Would Last?
Time to Avoid the Stock Markets Altogether [view article]
Avoid my A$$!!! Long SKF, FXP, SRS, short AIG. Soon to be short home builders again.If I had to be long anything it would be solar and gold stocks. Reply
China's Looming Hangover? [view article]
I understand that factories are closing, exports slowing and unemployment is growing. The news in China is probably so controlled that the public does not yet understand that they will be a part of the growing global crisis. The excitement of the games has put the country in a trance, ignoring what is happening in the big picture.
By October, I expect to see SSEC and FXI down another 50%.
China has huge over capacity and I just read that their biggest bank was last bailed out only 3 years ago, and is now selling subordinated bonds to raise capital. They say the sale is to have capital available to take advantage of opportunities in our fallen markets, but I suspect that they have loan losses they are trying to cover to their political buddies. Rather than mark-to-market like our banks have done, they can hide their loses very easily with no voters to worry about. Obama would fit in real well there. Reply
China: Olympic Fever and the Market [view article]
Thanks, Mr Pettis for pointing that out. Once China starts on the buying path beyond what is now in the Reserve pot, it would make sense that it did so with a fully convertible (and revalued) Yuan.Reply
China's Looming Hangover? [view article]
The chart is relevant. It shows you dont make your investment decisions in China based on Consumer Sentiment. ReplyChina: Real Estate Loan Growth May Be Slowing [view article]
An American professor teaching in China; a Brazilian niece; a Vietnamese god-son....... Now that is truly diversified.Your timing to exit your B-shares is enviable. I am curious on your preference for B-shares instead of the ADRs listed in the US. The yield differentials between petroChina A-share and its ADR is substantial. I understand ADRs are based on H-shares, but is there much advantage to focus on B-shares? Reply