AdvisorAnalyst Views » China
15 Mar 2010 at 1:08am
Insight on investing and markets to get you going.

Why Gold is Declining (The King Report) by AdvisorAnalyst
12 Mar 2010 at 10:52am
We received several inquiries about why gold is declining.
 Our view is gold is retrenching because: • UK QE has ended (for now) • US QE will end in three weeks (for now) • The ECB did a massive €295B drain (can you imagine the market reaction if ...

Get Ready for a Little Emerging Markets Inflation by Rebecca Wilder
12 Mar 2010 at 10:10am
Today I was thinking about tightening cycles in emerging markets, and more specifically about those in China. Because let’s face it, China matters. China matters to the rest of Asia via competition for export income. China matters to Europe via co...

How China Sees the World by Prieur du Plessis, Investment Postcards from Cape Town
11 Mar 2010 at 8:12am
Source: The Economist, May 19, 2010 (hat tip: Atlantic Asset Management).

Confessions of a Bull. by AdvisorAnalyst
9 Mar 2010 at 9:29am
This article is a guest contribution from John Thomas, madhedgefundtrader.biz, via ZeroHedge.com Confessions of a Bull. Barton Biggs, founder of mega hedge fund Traxis Partners, spent an hour outlining his current investment strategy with me. Bart...

Yuan “Unlikely to Rise,” says Wen by AdvisorAnalyst
8 Mar 2010 at 11:06am
Three weeks ago I wrote that China was taking advantage of softness in the market t0 ‘talk’ tightening. Despite Jim O’Neill’s assertion that a hike in the currency’s value was imminent, I felt that China was less likely to raise the yuan’s value a...

Chinese Yuan v The U.S. Dollar: In The Case of Global Reserve Currency by Dian L. Chu
3 Mar 2010 at 3:05pm
By Dian L. Chu, Economic Forecasts & Opinions The practice of accumulating dollar reserves by the central banks has become more pronounced after the 1997 Asian financial crisis, when currency speculators hastened a balance of payments crisis in Th...

China PMI - canary in a coal mine? by Prieur du Plessis, Investment Postcards from Cape Town
2 Mar 2010 at 10:17am
China’s PMI numbers for February were released yesterday and received surprisingly little media attention. Although I am usually not keen to slice and dice single-month statistics too intensely, the latest suite of manufacturing indices does seem ...

Marc Faber: Face-to-Face by Prieur du Plessis, Investment Postcards from Cape Town
25 Feb 2010 at 12:22am
Marc Faber, editor of the Gloom, Boom and Doom Report, sits down with Ben McLannahan, Asia Lex Writer of the Financial Times, to discuss a variety of pertinent economic and investment topics. In short, he suggests investors should make 2010 the ye...

WSJ: India Joins China in Global Hunt for Commodities by AdvisorAnalyst
25 Feb 2010 at 12:20am
This article is a guest contribution by TraderMark, of Fund My Mutual Fund Blog. A few weeks ago we noted the world’s largest coal producer, Coal India, was on the hunt for global assets to expand their reach.  [Feb 12, 2010: WSJ - World's Largest...

Carry Trade Withdrawal Gives China Safe Opportunity to ‘Talk’ Tightening by AdvisorAnalyst
23 Feb 2010 at 8:16am
Chinese stocks, commodities, and global markets, for that matter, are not correcting due to the anticipation of reduced demand from China, as a result of its squawking about tightening. In fact, last year’s profitable trades are correcting because...

FT.com - China, Finance & markets
15 Mar 2010 at 2:36am
FT.com - China, Finance & markets

Fears of Chinese bubble reverberates 12 Mar 2010 at 4:00pm
Conspiracy theories about the Chinese currency, which has been kept fixed against the dollar for ...

Beijing balances 8 Mar 2010 at 4:59pm
Letting the renminbi appreciate from its current value would be good for the world because it wou...

RBS seeks securities licence in China 7 Mar 2010 at 6:40pm
The UK bank has signed a securities joint venture deal with a local partner as part of plans to r...

Insurance: A premium to pay 4 Mar 2010 at 3:10pm
Insurance: Although the price tag on AIG's Asian unit makes Pru investors shudder, the British gr...

Moral hazard, Chinese style 2 Mar 2010 at 3:14pm
In the west, the strains of keeping the economy afloat are visible in soaring deficits and sovere...

HK unveils new regime on short selling 2 Mar 2010 at 1:25pm
Regulator to ask for weekly reports in aggressive move to boost transparency

Bank deposits pose inflation risk for China 2 Mar 2010 at 12:09pm
This time last year, when the global economy seemed to be in freefall, Wen Jiabao, the Chinese pr...

South Korea pushes for global swaps regime 1 Mar 2010 at 2:50am
South Korea is pushing the G20 group of leading economies to support a system of global swaps in ...

Carlyle to launch fund with Fosun 24 Feb 2010 at 6:12pm
The US private equity firm has unveiled another agreement with a Chinese partner, this time to la...

Chinese official named as top IMF adviser 24 Feb 2010 at 1:13pm
Zhu Min, a leading Chinese financial official, is to become a special adviser to the head of the ...

The Economist: China's economy
14 Mar 2010 at 11:02pm
China's economy

China mulls a property tax: An odd sort of tax 11 Mar 2010 at 5:43am


That some liberals want and local governments fear

A GRANDMOTHER killed trying to stop developers...



Supply chains in China: Core and periphery 4 Mar 2010 at 6:17am


Apple uncovers poor conduct at some of its contractors

APPLE is renowned for the control it exerci...



Settling trade disputes: When partners attack 11 Feb 2010 at 5:38am


China will test the WTO’s dispute-settlement system

IN 2009 China overtook Germany to become the w...



China's financial system: Red mist 4 Feb 2010 at 5:41am


Who matters in the world’s second-largest financial system is barely understood

FROM being a round...



China in Central Asia: Riches in the near abroad 28 Jan 2010 at 5:40am


The West’s recession spurs China’s hunt for energy supplies in its own backyard

DURING his first ...



Capitalism in China: The spirit of enterprise fades 21 Jan 2010 at 5:37am


The cradle of China’s start-up firms is showing its age

CHINA’S remarkable resurgence began three ...



China's economy: Central heating 21 Jan 2010 at 5:37am


Is China growing too fast?

BEIJING recently suffered its lowest temperature in 59 years, but the e...



The world economy: Pulling apart 21 Jan 2010 at 5:37am


The world’s big economies were all hit by the recession. Now the field is spreading

A YEAR ago alm...



China's economy: Not just another fake 14 Jan 2010 at 5:45am


The similarities between China today and Japan in the 1980s may look ominous. But China’s boom is...



China's battered image: Bears in a China shop 14 Jan 2010 at 5:45am


The “peaceful rise” hits some turbulence; but China’s economy is not about to crash

THE thunderous...