J.D's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/112575/comments http://seekingalpha.com/article/120222-more-terrible-trade-numbers-from-china?source=feed#comment-388258 388258
Nice catch on the Ministry of Finance research institute posting. Funny that a currency manipulator would be so careless.]]> Sat, 14 Feb 2009 06:01:30 -0500
Nice catch on the Ministry of Finance research institute posting. Funny that a currency manipulator would be so careless.]]> http://seekingalpha.com/article/108270-is-there-more-trouble-brewing-in-china?source=feed#comment-316455 316455 Thu, 27 Nov 2008 22:16:23 -0500 http://seekingalpha.com/article/106253-would-a-trade-war-help-solve-the-problem-of-excess-capacity?source=feed#comment-307596 307596
Protectionism is now a significant threat though it will take time to play out (possibly years). In response to a strong recession, trade barriers will provide a short term boost to domestic production which will (eventually) leave voters with a false sense that things are improving. Global overcapacity is equally worrying as countries will dump on international markets, which will also contribute to protectionism.

What about the prospects for deflation given over-investment in productive capacity caused by the global credit bubble?
]]> Sun, 16 Nov 2008 23:37:00 -0500
Protectionism is now a significant threat though it will take time to play out (possibly years). In response to a strong recession, trade barriers will provide a short term boost to domestic production which will (eventually) leave voters with a false sense that things are improving. Global overcapacity is equally worrying as countries will dump on international markets, which will also contribute to protectionism.

What about the prospects for deflation given over-investment in productive capacity caused by the global credit bubble?
]]> http://seekingalpha.com/article/106253-would-a-trade-war-help-solve-the-problem-of-excess-capacity?source=feed#comment-307595 307595
Protectionism is now a significant threat though it will take time to play out (possibly years). In response to a strong recession, trade barriers will provide a short term boost to domestic production which will (eventually) leave voters with a false sense that things are improving. Global overcapacity is equally worrying as countries will dump on international markets, which will also contribute to protectionism.

What about the prospects for deflation given over-investment in productive capacity caused by the global credit bubble?
]]> Sun, 16 Nov 2008 23:37:00 -0500
Protectionism is now a significant threat though it will take time to play out (possibly years). In response to a strong recession, trade barriers will provide a short term boost to domestic production which will (eventually) leave voters with a false sense that things are improving. Global overcapacity is equally worrying as countries will dump on international markets, which will also contribute to protectionism.

What about the prospects for deflation given over-investment in productive capacity caused by the global credit bubble?
]]> http://seekingalpha.com/article/97695-new-rules-for-chinese-stock-market-investors?source=feed#comment-270860 270860
On Chinese stocks, " fundamental value" is similarly not applicable. How do you value government agencies masquerading as companies trading between themselves? It's not a real market.]]> Wed, 01 Oct 2008 17:20:27 -0400
On Chinese stocks, " fundamental value" is similarly not applicable. How do you value government agencies masquerading as companies trading between themselves? It's not a real market.]]> http://seekingalpha.com/article/97695-new-rules-for-chinese-stock-market-investors?source=feed#comment-270859 270859
On Chinese stocks, " fundamental value" is similarly not applicable. How do you value government agencies masquerading as companies trading between themselves? It's not a real market.]]> Wed, 01 Oct 2008 17:20:27 -0400
On Chinese stocks, " fundamental value" is similarly not applicable. How do you value government agencies masquerading as companies trading between themselves? It's not a real market.]]> http://seekingalpha.com/article/94425-china-bears-may-get-their-day-but-bulls-are-still-in-charge?source=feed#comment-248898 248898 Mon, 08 Sep 2008 21:58:06 -0400 http://seekingalpha.com/article/93597-china-still-needs-revaluation-but-how-much?source=feed#comment-244274 244274 Wed, 03 Sep 2008 03:32:37 -0400 http://seekingalpha.com/article/93597-china-still-needs-revaluation-but-how-much?source=feed#comment-244273 244273 Wed, 03 Sep 2008 03:32:37 -0400 http://seekingalpha.com/article/87973-chinese-companies-need-stable-capital?source=feed#comment-219325 219325 Thu, 31 Jul 2008 11:12:48 -0400 http://seekingalpha.com/article/87973-chinese-companies-need-stable-capital?source=feed#comment-218350 218350 Wed, 30 Jul 2008 10:45:08 -0400 http://seekingalpha.com/article/87973-chinese-companies-need-stable-capital?source=feed#comment-218349 218349 Wed, 30 Jul 2008 10:45:08 -0400 http://seekingalpha.com/article/85113-a-u-s-china-comparison?source=feed#comment-208387 208387
Unfortunately, China's governing authorities remain committed to authoritarian governance, state ownership, and broad information control. When these objectives clash with market-oriented reforms, it is the market-oriented reforms which are put aside.

China still has too much in common with North Korea and not enough with the US. ]]> Fri, 18 Jul 2008 07:39:41 -0400
Unfortunately, China's governing authorities remain committed to authoritarian governance, state ownership, and broad information control. When these objectives clash with market-oriented reforms, it is the market-oriented reforms which are put aside.

China still has too much in common with North Korea and not enough with the US. ]]> http://seekingalpha.com/article/83228-anecdotal-evidence-of-risks-in-china-s-banking-system?source=feed#comment-195943 195943 www.ecb.eu/stats/money...

Any downturn will surely reveal numerous skeletons in the Chinese banking system. Was it ever really fixed? davidinchina's scenario looks very likely, and likely to continue irrespective of whatever quotas/controls are put in place as long as its generating a positive current return. ]]> Mon, 30 Jun 2008 11:48:21 -0400 www.ecb.eu/stats/money...

Any downturn will surely reveal numerous skeletons in the Chinese banking system. Was it ever really fixed? davidinchina's scenario looks very likely, and likely to continue irrespective of whatever quotas/controls are put in place as long as its generating a positive current return. ]]> http://seekingalpha.com/article/83228-anecdotal-evidence-of-risks-in-china-s-banking-system?source=feed#comment-195942 195942 www.ecb.eu/stats/money...

Any downturn will surely reveal numerous skeletons in the Chinese banking system. Was it ever really fixed? davidinchina's scenario looks very likely, and likely to continue irrespective of whatever quotas/controls are put in place as long as its generating a positive current return. ]]> Mon, 30 Jun 2008 11:48:21 -0400 www.ecb.eu/stats/money...

Any downturn will surely reveal numerous skeletons in the Chinese banking system. Was it ever really fixed? davidinchina's scenario looks very likely, and likely to continue irrespective of whatever quotas/controls are put in place as long as its generating a positive current return. ]]> http://seekingalpha.com/article/82732-emerging-market-investing-really-an-ex-communist-play?source=feed#comment-193119 193119 Thu, 26 Jun 2008 08:51:36 -0400 http://seekingalpha.com/article/81836-chinese-revaluation-be-careful-what-you-wish-for?source=feed#comment-188249 188249
There's a choice, act now and be lauded for great vision or wait and find that hot money, inflation, and instability eventually force a more disruptive and painful decision.]]> Thu, 19 Jun 2008 06:42:24 -0400
There's a choice, act now and be lauded for great vision or wait and find that hot money, inflation, and instability eventually force a more disruptive and painful decision.]]> http://seekingalpha.com/article/81507-china-muddling-along?source=feed#comment-186743 186743
Does surging demand reflect inflation expectations (buy now, more expensive later), a negative real value of money, or could it just be a reflection of inflation and not real demand?]]> Mon, 16 Jun 2008 19:32:05 -0400
Does surging demand reflect inflation expectations (buy now, more expensive later), a negative real value of money, or could it just be a reflection of inflation and not real demand?]]> http://seekingalpha.com/article/81507-china-muddling-along?source=feed#comment-186742 186742
Does surging demand reflect inflation expectations (buy now, more expensive later), a negative real value of money, or could it just be a reflection of inflation and not real demand?]]> Mon, 16 Jun 2008 19:32:05 -0400
Does surging demand reflect inflation expectations (buy now, more expensive later), a negative real value of money, or could it just be a reflection of inflation and not real demand?]]> http://seekingalpha.com/article/80953-where-are-the-chinese-stock-market-riots?source=feed#comment-184073 184073 Thu, 12 Jun 2008 09:30:52 -0400 http://seekingalpha.com/article/80495-in-china-administrative-measures-trump-market-measures-for-now?source=feed#comment-182657 182657 Tue, 10 Jun 2008 13:14:49 -0400 http://seekingalpha.com/article/80495-in-china-administrative-measures-trump-market-measures-for-now?source=feed#comment-182286 182286
China Minsheng is often cited as a private bank, but it has close connections with Shanghai and Beijing government officials, which may render the "non-state" distinction largely academic in terms of influence/control. ]]> Tue, 10 Jun 2008 06:24:20 -0400
China Minsheng is often cited as a private bank, but it has close connections with Shanghai and Beijing government officials, which may render the "non-state" distinction largely academic in terms of influence/control. ]]> http://seekingalpha.com/article/80495-in-china-administrative-measures-trump-market-measures-for-now?source=feed#comment-181586 181586 Sun, 08 Jun 2008 21:35:12 -0400 http://seekingalpha.com/article/80269-china-s-biggest-real-estate-developer-approved-for-ipo?source=feed#comment-180912 180912
Some branches of government are trying to stop the investment in real estate to moderate the impact of a potentially imploding bubble. It even appears floorspace is being artificially held off the market to try and hide the problem.

Real estate developers, construction companies, and government in China are closely linked. The idea of an entrepreneurial class of developers is China is unrealistic. Corruption is a major part of the game. R/E is probably one of the worst investments in China at present.

Yes, real estate will help combat inflation as real prices will continue to fall. The huge glut of money in China has nowhere to go and is being devalued by an under-estimated monetary inflation problem. ]]> Sat, 07 Jun 2008 12:13:29 -0400
Some branches of government are trying to stop the investment in real estate to moderate the impact of a potentially imploding bubble. It even appears floorspace is being artificially held off the market to try and hide the problem.

Real estate developers, construction companies, and government in China are closely linked. The idea of an entrepreneurial class of developers is China is unrealistic. Corruption is a major part of the game. R/E is probably one of the worst investments in China at present.

Yes, real estate will help combat inflation as real prices will continue to fall. The huge glut of money in China has nowhere to go and is being devalued by an under-estimated monetary inflation problem. ]]> http://seekingalpha.com/article/80444-the-power-of-the-market-600-million-people-in-china-lifted-out-of-poverty-since-1981?source=feed#comment-180906 180906
Moving from USD $1 to USD $2 per day is important when you're dirt poor, but not much to celebrate. While most continue to struggle, the ruling CCP elite line their pockets with the nation's wealth, denying the majority of basic rights, and causing incalculable damage to China's environment.

Is this really the measure of success? China should expect and demand more. ]]> Sat, 07 Jun 2008 11:56:59 -0400
Moving from USD $1 to USD $2 per day is important when you're dirt poor, but not much to celebrate. While most continue to struggle, the ruling CCP elite line their pockets with the nation's wealth, denying the majority of basic rights, and causing incalculable damage to China's environment.

Is this really the measure of success? China should expect and demand more. ]]> http://seekingalpha.com/article/80269-china-s-biggest-real-estate-developer-approved-for-ipo?source=feed#comment-179988 179988
In any case, government should get out of the real estate business instead of asking minority investors to buy in and finance their whims and boondoggles.]]> Thu, 05 Jun 2008 20:05:58 -0400
In any case, government should get out of the real estate business instead of asking minority investors to buy in and finance their whims and boondoggles.]]> http://seekingalpha.com/article/80228-the-chinese-capital-outflow-paradox?source=feed#comment-179977 179977 Thu, 05 Jun 2008 19:50:45 -0400 http://seekingalpha.com/article/79925-more-on-chinese-monetary-policy?source=feed#comment-179553 179553 Thu, 05 Jun 2008 08:22:56 -0400 http://seekingalpha.com/article/80144-bullish-on-china-after-my-recent-visit?source=feed#comment-179522 179522 Thu, 05 Jun 2008 06:07:56 -0400 http://seekingalpha.com/article/79724-chinese-monetary-policy-driven-by-rmb-speculation?source=feed#comment-178076 178076 Mon, 02 Jun 2008 14:03:26 -0400