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China Business on FT.com

Beijing warned of business damage from text crackdown 17 Mar 2010 at 3:31pm
Chinese internet company says crackdown on mobile text messaging is starting to hurt its business

Barclays Capital pins ambitions on Asian unit 16 Mar 2010 at 6:11pm
Barclays Capital is broadening its reach in Asia in order to achieve its target of becoming a top-tier global investment bank

China's irregular recyclers face scrapheap 15 Mar 2010 at 1:39pm
China is often accused of destroying its environment in the name of economic growth. But the same naked capitalism is hard at work in Shanghai, cleaning up the mess

Chinese broadcasters sense change 15 Mar 2010 at 5:57am
Mainland TV industry, a bastion of information control for the country's ruling Communist party, slowly transforming from within because of pressure for commercial success

Emerging market deals surge 14 Mar 2010 at 6:58pm
Companies in these economies stepped up acquisition activity considerably in to developed markets over the last six months of 2009, a survey shows

Drive to tap into China demand spurs partnerships 14 Mar 2010 at 4:22pm
CNOOC's tie-up with Bridas of Argentina has an intriguing side-effect ? it makes the Chinese group a partner of BP of the UK

Google '99% certain' to shut China engine 12 Mar 2010 at 9:16pm
The US company has drawn up plans for the closure of its Chinese search engine and is now '99.9% certain' to go ahead as talks over censorship with the authorities have reached impasse

Chinese officials' children in corruption claim 12 Mar 2010 at 11:17am
The former state auditor has identified the business dealings of Communist officials' children as the main source of public 'dissatisfaction'

Fears of China property bubble grow 10 Mar 2010 at 11:56pm
Chinese real estate prices accelerated last month, rising by their fastest pace in two years despite government efforts to cool the market amid fears of a looming property bubble

Beijing faces 'triple play' rivalries 10 Mar 2010 at 3:11pm
China's three big telecom operators prepare for competition from companies outside the industry as convergence between telecoms, broadcasting and the internet looms

 

 

ChinaChina Analysis and News

 

AdvisorAnalyst Views » China
17 Mar 2010 at 10:24pm
Insight on investing and markets to get you going.

    Pressure Increasing on China to Revalue Yuan; What Can Go Wrong? by AdvisorAnalyst
    17 Mar 2010 at 9:15am
    By Michael ‘Mish’ Shedlock Pressure on China to do something about its allegedly undervalued currency is mounting by the day. Please consider the following articles. World Bank Calls For Stronger Yuan The World Bank Says China Must Pare Stimulu...

    China Construction: Boom or Bust? by Prieur du Plessis, Investment Postcards from Cape Town
    15 Mar 2010 at 10:02am
    It would not take too much guessing to figure out where the bulk of the world’s construction activity is taking place. Of course, it is in China, but who would have thought global construction would decline from a year-on-year rate of almost 20% t...

    Emerging Markets Highlights (3/15/2010) by US Global Investors
    15 Mar 2010 at 9:47am
    Emerging Markets Strengths The number of people living at or above the level of “medium development”— considered to live in reasonable conditions and have access to education, health care, clean water and electricity—has grown by more than 2 bi...

    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 ...

 

FT.com - China Finance and Markets

FT.com - China, Finance & markets
17 Mar 2010 at 11:15pm
FT.com - China, Finance & markets

 

Economist.com - China Economy

The Economist: China's economy
17 Mar 2010 at 6:01pm
China's economy

 

 

 

 

 

 

 

Hong Kong - Hang Seng Index

hong kong

Shanghai - Shanghai Stock Exchange

ssec

China ETFs

BMO CHINA EQUITY - ZCH.TO14.72  chart+0.11
ISHARES CHINA IND - XCH.TO20.28  chart+0.18
IShares Trust ISh - FXI41.62  chart+0.66
iShares FTSE Chin - FCHI48.42  chart+0.54
iShares Trust (Ba - EWH16.35  chart+0.15
SPDR Index Shares - GXC72.39  chart+0.78
Claymore Exchange - TAO18.15  chart+0.21
Claymore Exchange - HAO27.32  chart+0.24
ProShares UltraSh - FXP8.10  chart-0.27
Claymore China Te - CQQQ27.68  chart+0.09
Global X Funds Gl - CHIQ17.08  chart+0.18
Global X/InterBol - CHIE14.46  chart+0.15
Global X/InterBol - CHIX14.04  chart+0.19
Global X Funds Gl - CHII15.27  chart+0.08
Global X/InterBol - CHIM13.51  chart+0.28
Global X/InterBol - CHIB15.80  chart+0.12
PowerShares Excha - PGJ24.55  chart+0.13
ProShares Trust P - XPP68.26  chart+2.16
Direxion Funds ET - CZI36.44  chart-0.65
Direxion Funds ET - CZM37.86  chart+0.76
SPDR Index Shares - GXC72.39  chart+0.78
CAD to CNY - CADCNY=X6.75  chart+0.00
USD to CNY - USDCNY=X6.83  chart+0.00
2010-03-17 15:58

World Indices

HANG SENG INDEX - ^HSI21410.05  chart+25.56
SSE Composite Ind - 000001.SS3054.56  chart+4.08
BSE SENSEX - ^BSESN17496.58  chart+6.50
ALL ORDINARIES - ^AORD4874.40  chart+7.50
S&P/TSX Composite - ^GSPTSE12100.66  chart+11.26
S&P 500 Index - ^GSPC1166.21  chart+6.75
Dow Jones Industr - ^DJI10733.67  chart+47.69
NASDAQ Composite - ^IXIC2389.09  chart+11.08
CBOE Interest Rat - ^TNX3.64  chart-0.11
FTSE 100 - ^FTSE5644.63  chart+24.20
DAX - ^GDAXI6024.28  chart+53.29
TEL AVIV TA-100 I - ^TA1001156.78  chart+11.68
IBOVESPA - - ^BVSP69723.24  chart+0.00
NIKKEI 225 - ^N22510814.02  chart-32.96
2010-03-18 23:59

U.S. Listed China ADRs

Aluminum Corporat - ACH26.48  chart+0.93
Actions Semicondu - ACTS2.35  chart+0.02
American Oriental - AOB4.10  chart-0.03
AsiaInfo Holdings - ASIA28.56  chart+0.27
ASTT - ASTT0.00  chart+0.00
Advanced Semicond - ASX4.35  chart+0.05
ATS - ATS0.00  chart+0.00
AU Optronics Corp - AUO11.75  chart+0.28
Baidu, Inc. - BIDU566.95  chart-6.21
Bonso Electronics - BNSO1.15  chart+0.07
China BAK Battery - CBAK2.50  chart-0.03
CNOOC Limited Com - CEO167.08  chart+1.31
China Telecom Cor - CHA45.71  chart+0.66
CDC Corporation - CHINA2.86  chart-0.02
China Mobile Limi - CHL48.48  chart-0.30
China Medical Tec - CMED14.53  chart+0.03
China TechFaith W - CNTF3.02  chart-0.02
Cogo Group, Inc. - COGO7.30  chart+0.13
China Precision S - CPSL2.31  chart+0.04
CRGI - CRGI0.00  chart+0.00
Canadian Solar In - CSIQ22.24  chart-0.14
China Sunergy Co. - CSUN4.04  chart-0.02
China Technology - CTDC2.77  chart-0.05
City Telecom (H.K - CTEL11.65  chart+0.11
Ctrip.com Interna - CTRP36.62  chart-0.59
China Yuchai Inte - CYD15.88  chart+0.62
Deswell Industrie - DSWL3.96  chart-0.03
New Oriental Educ - EDU87.90  chart+2.89
eFuture Informati - EFUT6.23  chart-0.18
Fuwei Films (Hold - FFHL1.18  chart+0.08
Focus Media Holdi - FMCN16.40  chart-0.37
Global-Tech Advan - GAI12.10  chart-0.13
China Grentech Co - GRRF3.49  chart+0.12
Guangshen Railway - GSH20.19  chart+0.16
Highway Holdings - HIHO2.31  chart-0.14
Home Inns & Hotel - HMIN30.81  chart-0.80
Huaneng Power Int - HNP24.36  chart+0.23
Hurray! Holding C - HRAY3.19  chart-0.01
Harbin Electric, - HRBN22.59  chart-0.67
Hutchison Telecom - HTX4.16  chart+0.03
I-CABLE COMM LTD - ICAB25.55  chart+0.00
LJ International, - JADE2.94  chart+0.12
JA Solar Holdings - JASO4.73  chart-0.02
51job, Inc. - JOBS18.19  chart-0.08
China Finance Onl - JRJC8.22  chart+0.25
Jinpan Internatio - JST21.45  chart-0.20
KongZhong Corpora - KONG9.60  chart+1.81
LDK Solar Co. Inc - LDK6.69  chart+0.04
China Life Insura - LFC71.84  chart+1.33
eLong, Inc. - LONG10.93  chart-0.01
Linktone Ltd. - LTON1.86  chart+0.10
Mindray Medical I - MR38.00  chart-0.13
The9 Limited - NCTY7.32  chart+0.00
Ninetowns Interne - NINE1.55  chart+0.00
Nam Tai Electroni - NTE4.96  chart-0.03
NetEase.com, Inc. - NTES40.70  chart+0.81
New Dragon Asia C - NWD0.13  chart+0.00
PACT - PACT0.00  chart+0.00
Peak Internationa - PEAK0.00  chart+0.00
PetroChina Compan - PTR118.22  chart+0.82
Perfect World Co. - PWRD40.93  chart+0.78
SAT - SAT0.00  chart+0.00
Simcere Pharmaceu - SCR8.71  chart+0.03
SINOPEC Shangai P - SHI40.41  chart+0.09
Sina Corporation - SINA41.03  chart-0.08
Semiconductor Ma - SMI5.10  chart+0.07
Shanda Interactiv - SNDA40.57  chart-0.28
China Petroleum & - SNP82.27  chart+1.74
Sohu.com Inc. - SOHU53.36  chart+0.70
Solarfun Power Ho - SOLF6.65  chart-0.04
Siliconware Preci - SPIL6.17  chart+0.11
Suntech Power Hol - STP15.09  chart+0.76
Sinovac Biotech, - SVA6.67  chart-0.07
Tiens Biotech Gro - TBV2.51  chart+0.03
Tongjitang Chines - TCM3.72  chart+0.07
Trina Solar Limit - TSL23.08  chart+0.19
Taiwan Semiconduc - TSM10.42  chart+0.13
Telestone Technol - TSTC17.24  chart-1.01
United Microelect - UMC3.67  chart+0.04
UTStarcom, Inc. - UTSI2.22  chart+0.02
Vimicro Internati - VIMC4.33  chart+0.03
Xinhua Finance Me - XFML0.96  chart+0.00
Qiao Xing Univers - XING1.93  chart+0.07
Yingli Green Ener - YGE12.25  chart-0.03
Yanzhou Coal Mini - YZC22.33  chart+0.49
China Southern Ai - ZNH20.81  chart-0.35
2010-03-17 16:02

FT.com - China 

    World Bank raises China growth forecast 17 Mar 2010 at 9:49am
    The World Bank has raised its growth forecast for China this year to 9.5 per cent, although it warned that tighter monetary policy and a stronger currency were needed to prevent bubbles and rising inflationary expecta...

    China asks US groups to back it on currency 16 Mar 2010 at 3:20pm
    China urged US multinationals to lobby the Obama administration against taking protectionist measures over the renminbi, just as attitudes towards Beijing appear to be hardening in the US Congress

    Congress letter urges action on renminbi 16 Mar 2010 at 2:01pm
    More than 100 members of the US Congress on Monday called on the Obama administration to label China a currency manipulator, in a move that highlighted the pressure on Washington to take a more confrontational stance ...

    China names date for Rio Tinto staff trial 17 Mar 2010 at 10:42pm
    The trial of Stern Hu and three other employees of the Anglo-Australian mining group detained nine months ago, and later charged with stealing commercial secrets and taking bribes, will begin on Monday in Shanghai

    The weak renminbi is not just America's problem 17 Mar 2010 at 7:37pm
    The Chinese currency requires a multilateral rules based solution rather than a bilateral confrontation. What is needed is a new rule in the World Trade Organisation proscribing undervalued exchange rates, writes Arvi...

China - SeekingsAlpha 

    Germany Finally Says: 'We're Not Touching Greece' - Well, Sort of by Reggie Middleton
    17 Mar 2010 at 6:31pm
    Reggie Middleton submits:From Bloomberg: Germany Seeks IMF Role for Greece in Reversal, CDU Lawmaker Meister Says

    March 17 (Bloomberg) -- Greece s...



    Bank of Japan Policies Makes Yen Attractive to the Carry Trade by Ralph Shell
    17 Mar 2010 at 6:19pm
    Ralph Shell submits:

    On Monday it was reported that the Japanese output gap stood at a -6.4%, worse than the preliminary reading of -6.1%. This o...



    China, Iran and Fair Trade by Markos Kaminis
    17 Mar 2010 at 6:17pm
    Markos Kaminis (Wall St. Greek) submits:

    China looks to be the next hurdle on President Obama's busy schedule.

    Concerns about China started the mark...



    The War of the Yuan: What Investors Should Expect by Jim Trippon
    17 Mar 2010 at 6:11pm
    Jim Trippon submits:



    The political temperature is rising sharply in Beijing and Washington in a war of words over the value of the yuan. This is...



    World Bank, IMF Press China on Fiscal, Monetary Policies by Research Recap
    17 Mar 2010 at 4:11pm
    Research Recap submits:

    It may be coincidence but both the World Bank and the International Monetary Fund and the today called on China to play ...



    China Leads 'Pharmerging' Countries by ChinaBio Today
    17 Mar 2010 at 3:01pm
    ChinaBio Today submits:

    IMS Health (NYSE: RX) has upped its count of “pharmerging” countries to 17 high-growth pharmaceutical markets. Previously,...



    The End of U.S. Influence Is Not at Hand by IPE at UNC
    17 Mar 2010 at 2:17pm
    IPE at UNC submits:

    by Kindred Winecoff

    Joseph Nye takes a step back from the recent China hyperbole and notes the obvious:


    Complete Story »

    Can External Pressure Precipitate Change in China? by Edward Harrison
    17 Mar 2010 at 1:22pm
    Edward Harrison submits:

    I am going to talk here a little bit about the looming trade war between China and the United States. But I am going to com...



    Foreign Business Sours on China, And Vice Versa by TraderMark
    17 Mar 2010 at 1:17pm
    Trader Mark submits:

    There is a very interesting headline story in the Wall Street Journal today on how foreign businesses are increasingly wary abo...



    Commodities Update: Italian Viewpoint by Matteo Radaelli
    17 Mar 2010 at 1:13pm
    Matteo Radaelli submits: Over the first three months of 2010, major commodities recorded a very positive performance. Between the major ETFs and ET...

 

 

 

 

 

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