Mixing thoughtless political rants into 'investment advice', even 'speculation advice' for 'traders', and you get a rediculous article like this one. Not worth spending one more second on this trash.
China's Bubble: You Ain't Seen Nothing Yet? [View article]
-- Pettis Law #17: You have not entered into the final stages of a bubble until you hear repeated use of the phrase “You ain’t seen nothing yet!”
Since he has got TWO “You ain’t seen nothing yet!”s in one day, is this Prof. Pettis's timid, roundabout, implicit way to make the call that China has now entered into the final stages of his long-proclaimed China bubble?
China's Bubble: You Ain't Seen Nothing Yet? [View article]
You obviously have never been to China. At least read some news about it! Only earlier this month there was news about traffic jams that lasted for several days on the expressway from Inter Mongolia to Beijing.
If you have been in one of thoese traffic jams, you'd appreciate that a high speed rail can indeed save you time, money, and convenience.
China vs. India: The Hare vs. the Tortoise [View article]
What you are talking about is called the Indian CASTE system. It is indeed culturally very deep rooted.
I know an Indian American young woman who was born and educated in the USA from high-caste western-educated parents, and who had an Indian American boyfriend since Childhood. But had to drop her true love because of Caste problems and return to India to marry someone handpicked by the family and she never met. She applied for her Indian husband to immigrate to the USA and is now 24 years old, unhappily but permanently married.
This level of deep cultural resistence to modernity left a huge impression on me.
South Korea: An Influential Asian Tiger Poised for Long-Term Economic Growth [View article]
"Additionally, South Korea has a strong economic partnership with China, which has only strengthened over the last decade."
That was history. In the last decade, South Korea had goverments that are relatively friendly to China, while its closest competitor Taiwan had a goverment that were very hostile to China. As a result, Taiwan businessmen, who should have a huge advantage competing against the South Koreans for exports to China, actually have been constrained by their own Taiwanese goverment and had to concede huge parts of the Chinese market to their Korean competitors.
The political landscape has been reversed during the last couple of years. Taiwan now enjoys friendly relations with China and just signed advantaged trade agreements with China. On the other side, Korea has elected a right-wing president who seem increasingly bend on crushing North Korea to pursue its expansionist goals and could soon be on a collision course against China as well.
The inflection point may have been passed. The key point to observe is whether the current Korean government conduct negotiations on an FTA with China with or without sincerity and urgency. The Korean businesses, which export 25% of their products to China, are very worry.
The Problem Is 'Out There,' And It's China [View article]
Completely agree with author's conclusions.
Unfortuantely, I have not yet seen real political resolve to take the necessary bitter medecines. Not in our Congress, definitely NOT in this election year.
Charles River Laboratories, WuXi PharmaTech: A Little Medicine for a Big Pharma Deal [View article]
WuXi was founded by 'returnees' from the US with PhDs from Columbia, Yale, and other top US institutions. It was very likely funded originally by US-based venture funds.
Previously WuXi already bought control of a US company called AppTec, also in the field of pharma outsourcing. Wuxi is a very differenct kind of company than XuGong or HuiYuan, which are home-grown, once goverment-owned, companies enjoying major market shares in China.
Zhongpin - Market Has Doubts About Proposed Deal [View article]
True Grit and the Coming China Recession [View article]
Three 'Backdoor' Ways to Play Emerging Markets in 2011 [View article]
Beware of Underestimating China [View article]
What China's Economy Will Look Like in 2020 [View article]
5 Reasons to Dislike China [View article]
China's Bubble: You Ain't Seen Nothing Yet? [View article]
Since he has got TWO “You ain’t seen nothing yet!”s in one day, is this Prof. Pettis's timid, roundabout, implicit way to make the call that China has now entered into the final stages of his long-proclaimed China bubble?
China's Bubble: You Ain't Seen Nothing Yet? [View article]
If you have been in one of thoese traffic jams, you'd appreciate that a high speed rail can indeed save you time, money, and convenience.
Xie: China’s Housing Market Is 'Not Crashing Like I Expected' [View article]
We have a LOT of esperience to share with the Chinese on this subject.
China vs. India: The Hare vs. the Tortoise [View article]
China vs. India: The Hare vs. the Tortoise [View article]
I know an Indian American young woman who was born and educated in the USA from high-caste western-educated parents, and who had an Indian American boyfriend since Childhood. But had to drop her true love because of Caste problems and return to India to marry someone handpicked by the family and she never met. She applied for her Indian husband to immigrate to the USA and is now 24 years old, unhappily but permanently married.
This level of deep cultural resistence to modernity left a huge impression on me.
China: The Mother of All Bubbles [View article]
South Korea: An Influential Asian Tiger Poised for Long-Term Economic Growth [View article]
That was history. In the last decade, South Korea had goverments that are relatively friendly to China, while its closest competitor Taiwan had a goverment that were very hostile to China. As a result, Taiwan businessmen, who should have a huge advantage competing against the South Koreans for exports to China, actually have been constrained by their own Taiwanese goverment and had to concede huge parts of the Chinese market to their Korean competitors.
The political landscape has been reversed during the last couple of years. Taiwan now enjoys friendly relations with China and just signed advantaged trade agreements with China. On the other side, Korea has elected a right-wing president who seem increasingly bend on crushing North Korea to pursue its expansionist goals and could soon be on a collision course against China as well.
The inflection point may have been passed. The key point to observe is whether the current Korean government conduct negotiations on an FTA with China with or without sincerity and urgency. The Korean businesses, which export 25% of their products to China, are very worry.
The Problem Is 'Out There,' And It's China [View article]
Unfortuantely, I have not yet seen real political resolve to take the necessary bitter medecines. Not in our Congress, definitely NOT in this election year.
Charles River Laboratories, WuXi PharmaTech: A Little Medicine for a Big Pharma Deal [View article]
Previously WuXi already bought control of a US company called AppTec, also in the field of pharma outsourcing. Wuxi is a very differenct kind of company than XuGong or HuiYuan, which are home-grown, once goverment-owned, companies enjoying major market shares in China.