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  • China: Lots of Oil Price Speculation [View article]
    Dear Mike, I don't believe that it's a good idea to raise oil price. It will impact the whole industry and consume. One prior objective for the goverment is to keep the inflation stable, not only PBoC, but also the US central bank; And the raise of oil price will cut down both the right consume(e.g. chemical industry) and the wrong consume(e.g. too many personal cars and goverment cars), which might slow the recovery and development of the whole industry. It's better to use vehicle oil tax instead. The oil tax can cut down the unreasonable booming oil demands from personal and goverment cars, improve the oil use effectiveness and efficiency.
    May 22 12:38 pm |Rating: 0 0 |Link to Comment
  • China's Devastating Earthquake: Bad For Monetary Policy, Too [View article]
    good article. But can you analyse the reason of inflation: why do you think it is not a temporary inflation caused by shortage of food? You say it is monetary policy that causes the inflation; but why in stock market we can not see the money supply? Where are these loans?
    May 14 12:38 pm |Rating: 0 0 |Link to Comment
  • China Mobile's Moat: Worth a Swim? [View article]
    china mobile should focus more on the users. In my apartment, I have very low china mobile signals. I call china mobile hotline 3 times since this March. Every time they make a record and say they will investigate it , but no result or feedback to me. It is not a customer-oriented company; if china open the market to foreign mobile company, china mobile will go to hell, I guess.
    May 10 00:39 am |Rating: 0 0 |Link to Comment
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