User 220706

Changyou.com IPO: Reminiscent of the Tech Bubble Era

Very interesting article. Here is some related information:

www.globalsecuritieswa...

and

www.globalsecuritieswa...

China: Replenishing Bank Capital

Thank you, Dr. Pettis, for your insightful analysis. Readers may also find the following excellent analysis of China's sovereign risk to be of interest:
www.garpdigitallibrary...

Is China Pulling an Alan Greenspan?

Very good article. For further reading in this regard, please see the following:

www.garpdigitallibrary...

and

www.globalsecuritieswa...

What Is the U.S. - China Economic Outlook Under Obama?

Excellent analysis regarding China's economic outlook published in "Risk Review" Magazine:

www.garpdigitallibrary...

Chinese Manufacturing Numbers Reinforce Pessimist’s Outlook

Thank you for a very good & insightful analysis (as usual). Here is another excellent analysis of China's economic outlook:

www.globalsecuritieswa...

Fitch Forecasts Major Global Recession for 2009

Excellent economic forecast re: China -

www.garpdigitallibrary...

China: Killer Balance Sheets Striking Terror

Amplification re: China's economic outlook:

www.garpdigitallibrary...

China's Negative Economic Outlook

Excellent article re: China's sovereign credit risk:

www.garpdigitallibrary...

Looming Financial Catastrophe: A Real Inconvenient Truth

Here is a link to an excellent research report which examines the linkage between U.S. and China's economies and provides an incisive economic outlook for both:

www.globalsecuritieswa...

Looming Financial Catastrophe: A Real Inconvenient Truth

China is the largest holder of Fannie Mae & Freddie Mac bonds and demands a U.S. taxpayer bailout, yet refuses to repay their government bonds to Americans:

my.telegraph.co.uk/asi...

Where is the outrage?

Economic Outlook Dims for Russia; Slowing Seen for Europe, North America

As the economies of the U.S., Europe and Japan all contract, China's dependency on export manufacturing places it in a position of extreme vulnerability: www.globalsecuritieswa...

China's Impending Financial Crisis

China is estimated to have nearly $1 trillion in exposure to U.S. subprime mortgage, automobile and credit card debt securities (CDOs), and an unknown amount of exposure to the derivatives 'house of cards'. China's economic outlook appears negative: see this excellent research report -

www.globalsecuritieswa...

The China Decoupling Debate Continues in Some Circles

With an average per capita annual income of $2,800, the Chinese economy is unable to grow organically (i.e., driven by internal demand). The majority of emerging middle class consumers derive their higher income from activities related to export manufacturing. The export manufacturing sector's serious troubles (attributable to the economic contraction underway in the U.S., Japan and Europe) will began to manifest significantly in 2-3 quarters, due to the typical lag. For an excellent overview of China's Economic Outlook, see the following research bulletin:

www.globalsecuritieswa...

S&P Raises China's Rating, Derivative Losses Still a Concern

Wow. Talk about blatant fraud. S&P wasn't content to defraud investors around the world with phony ratings on subprime mortgage bonds, now they seek to do the same with Chinese bonds. See this excellent research report on China's economic outlook: www.globalsecuritieswa...

See also this revealing blog post: my.telegraph.co.uk/asi...

The Coming Collapse of International Credit Ratings

Well said ! For additional incriminating information, see:

www.globalsecuritieswa...