huangthomas

Opportunity to Sell Into China's Illusory Stimulus Package

How much funds are available to purchase US treasury depends more on the trade imbalance between two countries, and not on Chinese national budget. It is an open secret that US treasury always arm twisting Japan, South Korea, Taiwan, China.......to purchase US treasuries. To China, infrastructure construction is a better investment for the future than buying US treasuries.

Of course planning takes time. You don't take a map, choose two points and draw a straight line for the rail system construction. The social welfare spending takes much shorter planning time. As long as they plan to spend so much money for the next two years, it will help to lift Chinese economy, which is in dire shape.

Chinese dislike the fact that the West expect China to contribute to save the world financial crisis without much saying in the decision making process. Chinese always say "it is unfair".

China Stocks: Still No Sign of a Bottom

Do you know what "DaFei(大非) or XiaoFei(小非) is and how that is going to affect A-share market price? Do more home work!

The Economist In One Bite

May be the US can learn something from 19 century global power Great Britain. Economy is a mean of solving geopolitical conflict without resorting to military confrontation. Fiasco in Iraq should teach us something.