20smoney

China Decoupling and the Bond Market's Trade of the Century

American savers are not buying Treasuries! There are no American savers. The only entity here that is buying Treasuries is the Fed and maybe some traders. Traders are not buying these things to hold to maturity, they already have one foot out the door. The collapse of Treasuries will be HUGE.


On Jan 20 08:44 AM huangjin wrote:

> China has idle factories and cannot find buyers for its exports.
> America found buyers for its Treasuries: American savers, formerly
> consumers of Chinese imports. Other exporting nations have also slowed
> purchases of Treasuries because the dollars are not flowing into
> their countries. What was once an open loop from the U.S. to Asia
> and back, has become a closed loop in America as consumption drops
> sharply. It is America that has decoupled from the world.

Opportunity to Sell Into China's Illusory Stimulus Package

China is a great buy right now

Steep Sell-off Makes Chinese Equities More Attractive

Looking 10+ years out, I think China is a fantastic investment... Im buying more FXI at current levels.

Forget Oil, Water Is China’s Biggest Shortage

What are your thoughts on VE and the underperformance of their stock recently? do you think its a good buy?

Forget Oil, Water Is China’s Biggest Shortage

what stock is paultaut referring to in the first comment?

Investing in China: The Long Term View

I'm long China as seen here:20smoney.com/2008/08/2.../

Beijing Olympics May Have Negative Impact on Chinese Investments

I completely agree with the strategy of avoiding over-diversification. Check out the following for more details..

20smoney.com/2008/05/0.../