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AdvisorAnalyst.com - China Analysis

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 and Markets

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

 

Economist.com - China Economy

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