LJ

China: Hot Money Inflows Coming in Fast and Furious

The total direct outbound investment from China was $92 billion last year. Together with their QDII investment and the corrupt money invested in dollar-denominated paper assets (including the fraudulent mortgage backed securities), the total capital outflow amounts to more than $200 billion.

Unless you have not been educated to a level to understand what capital outflow means, this $120 billion inflow is nothing.

Waiting for the Great Wall of Chinese Liquidity

It is not a good time to invest in stocks. The current stock bubble in the US is being fueled by the liquidity from carry trades and short sales of commodity contracts. The stock bubble will collapse if the US dollar is weakened against yen for whatever reasons.

Waiting for the Great Wall of Chinese Liquidity

Chinese investors have already lost lots of money in their QDII investments. IMO, by now, they should have learned a lesson.

Citigroup: Asian Markets Not Less Vulnerable To Global Credit Crunch Than In 1998

Question: Hedge funds may blow up in the course of time, but we have plenty of non-leveraged mutual funds around. Can the asian economies survive without these hedge funds?

Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops

This won't be another dot-com bubble. If my interpretation is right, China's economy is still in the right side of the Phillips curve. The inflation in China too low. There is no sign of over-heating economy at all. If there is any bubble to be burst, this must be "face bubble", or "policy bubble".

The Bubble Theorists Have Shanghai Wrong

Thanks for such an insightful article.
Also, Nobel Winner Robert Mundell had some advice for China before the Vice-Premier Wu Yi met with the US Treasury Secretary:

www.businessweek.com/g...