Global Market Performance: Nowhere to Hide [View article]
China and US are now sitting in the same boat, except that China has taken up the most cyclical sector of the US industry, namely the manufacturing of consumer-discretionary products.
In case you don't know, China's own housing bubble has just burst. Only Shanghai's inner city is still holding up.
Impending Inflation? The Global 'New Deal' All but Guarantees It [View article]
Global Market Performance: Nowhere to Hide [View article]
In case you don't know, China's own housing bubble has just burst. Only Shanghai's inner city is still holding up.