Portable Alpha

China: Expectations for Fiscal Expansion a Little Hasty

Haha, alright. btw, i've hit your sina blog. Feel sorry how some of the posters have commented...

You could hit up tianya forum when you are in mood. Probably you've heard of it already.
tianya.cn

There seems to be some interesting threads discussing economic matters and CN equity market. I've also come across a poster who appears to have been working with a macro fund in London, I suspect he works with renaissance technologies, tho this guy might have overblown the AUM his firm manages. Anyhow, that particular thread is more anecdotal and entertaining in nature, :), so is tianya forum per se.
cache.tianya.cn/public...