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Ben Gee

Ben Gee
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  • Wall Street Breakfast: Ebola Stocks Surge After U.S. Case Confirmed [View article]
    India and China agreed and are moving troops away from the disputed areas. That is a very positive move. Neither China nor India can afford a confrontation. China and India make a very good couple: China has the capital, India has the labor. They both will benefit from a good relationship.
    Oct 1 09:43 AM | 1 Like Like |Link to Comment
  • Emerging Markets Are In Trouble [View article]
    Poor countries are still very poor and China is still one of them. But poor countries are on the rise. Rich countries still want to be richer, so poor countries can not rely of the rich countries to help them. They have to work together to break the poverty circle.
    Oct 1 09:37 AM | Likes Like |Link to Comment
  • The CurrencyShares Japanese Yen ETF Completes A Post-Crisis Roundtrip As It Stars Among A Cocktail Of Market Signals [View article]
    You are entitle to your own opinion. Some people still think the earth is flat.
    Oct 1 09:28 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Ebola Stocks Surge After U.S. Case Confirmed [View article]
    If India want to be like China, it has to open itself for foreign investments like China did.
    Oct 1 06:39 AM | 5 Likes Like |Link to Comment
  • The CurrencyShares Japanese Yen ETF Completes A Post-Crisis Roundtrip As It Stars Among A Cocktail Of Market Signals [View article]
    Chinese growth rates are inflation adjusted. In nominal terms, Chinas GDP grew from $ 5 tillion when it pass Japan as the # 2 economy less than 5 years ago to $ 9.3 trillion in 2013. In 2014 Chinas GDP is expected to be about $9.98 trillion, a nominal growth of 14% per year, which include inflation and currency adjustment.
    Sep 30 10:06 AM | 1 Like Like |Link to Comment
  • Emerging Markets Are In Trouble [View article]
    At whatever prices, I rather be a country that has natural resources than a country without. If one wait long enough, prices will go up again. If one cannot wait, it is nobody else's fault.
    Sep 30 09:45 AM | 1 Like Like |Link to Comment
  • Emerging Markets Are In Trouble [View article]
    Chinas debt is back up by investments, good and bad. For every $1 in debt, China has $3 worth investment. I like Chinas odds.
    Sep 30 09:37 AM | Likes Like |Link to Comment
  • Emerging Markets Are In Trouble [View article]
    In 5000 years, China had fallen a dozen times, once every 400 years. China may fall again, but it will not likely be in my life time.
    Sep 30 09:34 AM | Likes Like |Link to Comment
  • Emerging Markets Are In Trouble [View article]
    China has a planned economy, it has a plan where to go. A market economy let the current take the economy to where ever it maybe.
    Sep 30 09:31 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Argentina Held In Contempt By NY Judge [View article]
    Japan is between a rock and a hard place. I am watching to see if Japan going to find a cure for old age.
    Sep 30 09:22 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Argentina Held In Contempt By NY Judge [View article]
    China was a kingdom for 5000 years, it still is.
    Sep 30 09:18 AM | 4 Likes Like |Link to Comment
  • China's Weakening Economy May Lead To Secondary Offerings For Chinese Solars Ahead [View article]
    The US had creative financing in 2007. People bought houses with no job and 0% down. In China, banks rarely lend more than 50% of any projects. Only first time home buyers get more than 50% in a mortgage and they must qualify for financing.
    Sep 29 08:10 PM | 1 Like Like |Link to Comment
  • Emerging Markets Are In Trouble [View article]
    Chinas central government debt is about $ 10 trillion and total debt about $ 25 trillion. Those # as a % of GDP is very small compared to most countries. China has by far the largest foreign reserve, about 3X as large as the #2, Japan.
    Sep 29 07:59 PM | Likes Like |Link to Comment
  • China's Weakening Economy May Lead To Secondary Offerings For Chinese Solars Ahead [View article]
    Collecting data for a country as big as China is never easy. Chinese authorities often discount provincial data the way we discount women's age in any survey. That was the reason why some figures are updated when more accurate figures appear. I do not believe the accuracy of the data are that important for China. China could be growing at 6.8% or 7.3% is much less important than whether an economy is growing 0% or -0.5%.
    Sep 29 06:32 PM | 2 Likes Like |Link to Comment
  • Emerging Markets Are In Trouble [View article]
    Chinas Q3 growth rate will be around 7.3%. Is China in trouble, I say no.
    In 2013, China grew 7.7% to $ 9.27 trillion. China added $ 660 billion to the Chinese economy in 2013.
    If China end 2014 with a 7.3% growth, China will add $677 billion to its economy, more than 2013 by $ 17 billion.
    If Chinas grow continue to be arithmetic, as compared to exponential, China will have to grow by only 6.9% in 2015 to add the same $677 billion to the Chinese economy.
    Chinas working age population started to shrink in 2013 and likely to continue in the future. China can not continue to add more workers to increase production.
    Future Chinese grow will come mostly from increase in productivity. Reducing growth rate will be the new normal.
    Sep 29 07:22 AM | 1 Like Like |Link to Comment
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