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  • Chinese money market rates continue to rise despite PBOC action [View news story]
    seasonal liquidity shortage (EoM). Nothing to see here folks.
    Oct 29, 2013. 02:53 PM | Likes Like |Link to Comment
  • Jim Chanos isn't backing off, laying out his bearish case on China in a new presentation entitled, China: The Edifice Complex. The arguments aren't new to anyone who's been following along: Property bubble, diminishing returns on the capital investment boom, and massive corruption at both the government and corporate levels. Priced in? China A Shares (CAF) fell years ago and they haven't gotten up. [View news story]
    priced in and wrong.
    Apr 22, 2013. 04:38 PM | 2 Likes Like |Link to Comment
  • Green Shoots In Brazil: Is It A GARP Opportunity? [View article]
    Good article, definitely a case for Brazil - albeit with risks. Emerging markets should broadly do very well going into next year.
    Dec 11, 2012. 01:48 PM | 1 Like Like |Link to Comment
  • Correlations, ETFs, And A Look Back In Time (Video) [View article]
    nice chart
    May 2, 2012. 05:55 PM | Likes Like |Link to Comment