Category: China Economy
The analysis published under this category are as follows.
Monday, May 17, 2010
China Property Bubble Popping, Home Sales Down 50% In a Month / Housing-Market / China Economy
By: Mac_Slavo
China has been the investment darling for the last couple of years. As US economic woes continued to mount and the EU ran into debt problems, many an analyst continued to talk about China as if it had decoupled from the rest of the world.
Friday, May 14, 2010
Max Keiser Report: Can China Save Western Economies From Collapse? / Economics / China Economy
By: Submissions
This week Max Keiser and co-host Stacy Herbert look at whether or not, as Western economies collapse under the weight of all their debt, China can save the world economy. In the second half of the show, Max interviews Paul Midler, author of "Poorly Made in China", about China's $300 billion rail projects; how restricting liquidity in a command and control economy actually accentuates misallocation of resources; and about having to hire lawyers to find out what is in his shampoo.
Friday, May 07, 2010
Will China's Bubble Implode and Bring the U.S. Down with It? / Economics / China Economy
By: The_Gold_Report
It's the world's biggest and fastest-growing economic powerhouse, the subject of countless daily discussions and conjectures in the news media and an endless source of controversy, fear and confusion among investors, businessmen, politicians, bankers and bureaucrats. For those who follow the global economic outlook, it's probably the single-most important focus in trying to solve the global financial crisis. And answers to the questions surrounding this country's near-term future will undoubtedly have a momentous impact on your own financial future. It's also the subject of our commentary today: The China outlook.
Tuesday, May 04, 2010
China's Stock Market and Economy May Crash Within 12 Months / Stock-Markets / China Economy
By: Submissions
Marc Faber talks with Bloomberg's Haslinda Amin about the outlook for China's economy. Faber, speaking from Hong Kong, also discusses Greece's debt crisis and the euro, the commodities market, and the implications of political unrest in Thailand for the nation's economy and stock market.
Tuesday, May 04, 2010
Marc Faber Says China Could Crash Within a Year / Economics / China Economy
By: LewRockwell
Investor Marc Faber said China’s economy will slow and possibly “crash” within a year as declines in stock and commodity prices signal the nation’s property bubble is set to burst.
Read full article... Read full article...
Monday, May 03, 2010
Is China’s Economic Recovery a Fraud? / Economics / China Economy
By: James_Quinn
The China growth miracle has resumed its vertical trajectory. We know this because the Chinese government says it's so. And, of course, governments never massage economic numbers for public consumption, right?If you believe the data, China's GDP has tripled since 2000, with annual growth rates ranging from 8% to 13% over that time frame.
Read full article... Read full article...
Wednesday, April 28, 2010
China's Nonexistent Economic Rebalancing Act / Economics / China Economy
By: Mike_Shedlock
In March, China's trade surplus turned into a deficit, prompting some pundits to proclaim that China's economy was rebalancing. Others pointed to a surge in auto buying as proof consumer demand in China was picking up steam.
I did not buy either of those arguments, and instead proposed the numbers were indicative of collapse in US demand for Chinese goods coupled with massive surge in Chinese buying of commodities at ever increasing prices.
Monday, April 26, 2010
China Imports Boom / Economics / China Economy
By: Frank_Holmes
Just as the U.S. consumer is key for Chinese exporters, so too is the Chinese consumer key as an export destination for the rest of emerging Asia.
Thursday, April 22, 2010
No China Asset Bubble, Healthy Economic Growth to Continue / Economics / China Economy
By: Dian_L_Chu
Olivier Blanchard, chief economist at the International Monetary Fund (IMF), talks with Bloomberg this morning about the prospects for an asset bubble in China. Blanchard, speaking from Washington, also discusses the impact of sovereign debt on global economic growth.
Thursday, April 22, 2010
U.S. Companies Profiting from China's Economic and Consumer Boom / Companies / China Economy
By: Tony_Sagami
March 24 was the last time I told you that the Wall Street experts have been and still are underestimating the strength of the Chinese economy. Here is what I said:
“I’ve been regularly and consistently telling you that the Chinese economy is doing much better than the mass media and Wall Street ‘experts’ have been telling you.”
Read full article... Read full article...
Sunday, April 18, 2010
China and the Emerging Markets Investing Mega-Trend / Economics / China Economy
By: Nadeem_Walayat
The following is an excerpt form the Inflation Mega-Trend Ebook Page 54-57 (FREE Download) on investing in the emerging markets mega-trend. The ebook includes additional analysis of other emerging markets including, Brazil, India and Russia.
Friday, April 16, 2010
Chinese Real Estate, the Biggest Mass Migration in History... Here's How to Profit / Housing-Market / China Economy
By: Money_Morning
Keith Fitz-Gerald writes:SHANGHAI, The People's Republic of China - Given what you may have heard about Chinese property values in recent months, it may surprise you to learn that Chinese real estate investors are extremely value oriented.
And so are the institutional investors I've run into during my latest investment-research visit to this country. These institutional players want to lock up some valuable land parcels before 2020. That's the date by which 500 million Chinese citizens are expected to have moved into China's cities as part of the greatest urban migration ever recorded.
Read full article... Read full article...
Monday, April 12, 2010
No Housing Market Bubble in China / Housing-Market / China Economy
By: John_Derrick
China’s housing market is hot, but it’s not a bubble on the verge of bursting, as many contend.
Before we can discuss why it’s not a bubble, a little background on the Chinese housing market is needed.
Monday, April 12, 2010
China Russia on Treadmill to Economic Growth Crushing Chanos Bubble Bets / Politics / China Economy
By: Dian_L_Chu
President Barack Obama and Russian President Dmitry Medvedev signed the biggest nuclear arms pact in a generation last week. The so-called New START is hailed by Obama as a major step to show the world that the U.S. and Russia have mended their troubled relationship.
Thursday, April 08, 2010
China Economic Crisis, From Export Juggernaut to a Credit Addict / Economics / China Economy
By: Mike_Whitney
There's no doubt that China manipulates its currency to gain an unfair advantage over its competitors. There's also no doubt that Treasury Secretary Timothy Geithner will do everything in his power to avoid a confrontation with China's President Hu Jintao when he arrives in Washington in two weeks. That's why Geithner has decided to shelve Treasury's mandated currency manipulation report for the time-being and diffuse a potential imbroglio with Hu.
Monday, April 05, 2010
Pacifying the Panda, U.S. Companies Must Take a New Approach to China / Politics / China Economy
By: Money_Morning
Jason Simpkins writes: There's no question about what kind of profit opportunities the Chinese market offers. Moreover, the willingness of U.S. companies to partner with China in the pursuit of profit is equally blatant.
So why is it that more U.S. businesses feel less welcome in China now than they did four years ago?
Read full article... Read full article...
Wednesday, March 31, 2010
The China Economic Growth Juggernaut Is Alive and Well / Economics / China Economy
By: Tony_Sagami
It is becoming quite popular to say that China’s bubble is about to burst. Not a chance. Like Mark Twain said, “reports of my death have been greatly exaggerated.”
Tuesday, March 30, 2010
10 Signs of Speculative Mania in China / Economics / China Economy
By: Mike_Shedlock
Inquiring minds are reading a GMO white paper on China’s Red Flags
Read full article... Read full article...In the aftermath of the credit crunch, the outlook for most developed economies appears pretty bleak. Households need to deleverage. Western governments will have to tighten their purse strings. Faced with such grim prospects at home, many investors are turning their attention toward China. It’s easy to see why they are excited. China combines size – 1.3 billion inhabitants – with tremendous growth prospects. Current income per capita is roughly one-tenth of U.S. levels. The People’s Republic also has a great track record.
Friday, March 26, 2010
China Economy, A Tale of Three Swan Songs / Economics / China Economy
By: Dian_L_Chu
The United States, the European Union and others have long been critical of China's renminbi / yuan regime. Many U.S. lawmakers complain China's currency is undervalued by as much as 40% and undercutting the competitiveness of U.S. products.
Wednesday, March 24, 2010
Sex and Trade Surplus in China / Economics / China Economy
By: Dian_L_Chu
Concerns over the global imbalance resulting from large Chinese current account surplus and large U.S. current account deficits has many economists and politicians locked in heated debates. Some experts, including Paul Krugman, propose measures focusing on changing China’s exchange-rate policy and trade barriers.