Category: China Economy
The analysis published under this category are as follows.
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?
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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.
Wednesday, March 24, 2010
China, The Coming Costs of a Super Bubble / Economics / China Economy
By: Vitaliy_Katsenelson
China may seem to have defied the recession and the laws of economics. It hasn't. When China's bubble bursts, the global impact will be severe, spiking US interest rates.
Wednesday, March 17, 2010
Who Wants To Be A Billionaire? / Economics / China Economy
By: Tony_Sagami
Forbes has released its list of the 500 wealthiest people in the world and while there is a little juggling at the top, Bill Gates and Warren Buffet are still the richest men in America with a net worth of $53 and $47 billion respectively. That makes them the second and third richest people in the world.
Wednesday, March 17, 2010
Business Sours on China / Economics / China Economy
By: Trader_Mark
A very interesting headline story in the Wall Street Journal, on how foreign business is increasingly wary in doing business with China. So many cross currents happening here, it is hard to even begin to touch the surface of the topic... but a lot of this should be of no surprise. There has been a reason every foreign investment in China is done by joint venture and since the time frame of foreign executives (especially of the American kind) is very different then the Chinese, what has been a 'win-win' in the near term (10-20 years) is going to potentially create some major stresses down the road.
Wednesday, March 17, 2010
The Dubai Hainan Connection: The Millionaire Speculators of Wenzhou, China / Housing-Market / China Economy
By: Mario_Cavolo
What does Dubai have in common with Hainan Island, China?
Answer: China's infamous millionaire real estate speculators of Wenzhou. I was recently pointed to a juicy background story at India Times of global property speculation leading from Wenzhou across the globe to Dubai and then back to Hainan Island where just one month earlier, the Wenzhou gang descended upon this tropical island paradise in a well-timed frenzy of property speculation, even by fast-rising Chinese property market standards.
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Wednesday, March 10, 2010
China Economic and Investment Road Map, Playing Follow the Leader / Economics / China Economy
By: Tony_Sagami
While it is hard to get a straight answer from an American politician, they do have the freedom to speak their mind and say whatever they darn well want to.
They may often put their foot in their mouth with exaggerations — “I invented the internet” — or say something they regret later — “you lie” — but they have the freedom to say whatever they want.
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Tuesday, March 09, 2010
China's Economic Challenge / Economics / China Economy
By: STRATFOR
China’s National People’s Congress (NPC) remains in session. As usual, the meeting has provided Beijing an opportunity to highlight the past year’s successes and lay out the problems that lie ahead. On the surface at least, China has shown remarkable resilience in the face of global economic crisis. It has posted enviable gross domestic product (GDP) growth rates while keeping factories running (if at a loss) and workers employed.
Tuesday, February 16, 2010
India Worries as China Builds Ports in South Asia / Economics / China Economy
By: Trader_Mark
Continued signs of stress among the 2 developing Asian powers. Not the first sign that China's new heavyweight status is causing consternation. [Dec 15, 2009: China's Economic Power Unsettles Neighbors] [Jun 13, 2009: Australia in Perfect Position Aside China, but at a Cost?] China appears to be following the same strategy in South Asia that it has taken in Africa ....
Tuesday, February 16, 2010
Goldman Sachs Says China Currency and Economy Trouble Brewing / Economics / China Economy
By: Mike_Shedlock
With a lot of eyes focused on the PIIGS (Portugal, Ireland, Italy, Greece, Spain), especially Greece and Spain, please don't forget about China. Goldman’s O’Neill Says ‘Something Brewing’ in China on Currency.
Monday, February 15, 2010
Marc Faber on China Economy Over Capacity Risk of Potential Crash / Economics / China Economy
By: Submissions
Marc Faber discusses the financial markets, specifically China's building of over capacity that could result in a stock and economic crash. Though this would still just be a temporary set-back in the long-run as the infrastructure built would help the China continue to grow in the future.
Sunday, February 07, 2010
Will China’s Massive Currency Reserves Save Them From Economic Depression? / Economics / China Economy
By: Mac_Slavo
As the United States and Europe deal with economic contraction resulting from excessive credit expansion that many believe has lead to another Great Depression, China’s future remains hazy. Some argue that China has replaced the US as the global engine of growth because of increased internal consumption, export capacity and massive reserves. And for these reasons, China will avoid the same fate as the US and Europe.
Thursday, January 28, 2010
Chinese Quest for Shortcut to Economic Greatness / Economics / China Economy
By: Vitaliy_Katsenelson
The Chinese economy must be getting out of control, because the Chinese government is doing the unthinkable: It is desperately trying to put the brakes on the economy. When you pump a stimulus package that represents 14% of GDP through a fire hose into an economy, which was already on shaky bubble foundation, in a very short time you’ll have some serious unintended consequences -- you’ll get super bubbles.
Monday, January 25, 2010
China Economy, The Watched Pot… / Economics / China Economy
By: HRA_Advisory
Doubt that growth of the new creditor economies is the real driver for the metals market is waning ever more rapidly. Not everyone will view that as a good thing, but most will now look to China for the moment and to the other big areas of expansion in due course for cues on which direction the sector will take. That, and recognition of very real supply constraints, has been the HRA stance for most of this century. So it’s time for us to do the worrying.
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Sunday, January 24, 2010
China Production Capacity Bumps! / Economics / China Economy
By: G_Abraham
Chinese economy soared 10.7% in the fourth quarter, leaving shell shocked analysts in a state of complete disbelief. Chanos even called for a contrarian bet on China. The growth has been very strongly supported by China’s aggressive stimulus spend which have been well observed through Bank lending.
Sunday, January 24, 2010
A "Fly On The Wall" Is Bullish On China, The Mother of All Economic Expansions / Economics / China Economy
By: Mario_Cavolo
Stop listening to the bubble doomsayers and pay attention to the realities of why China’s expansion will continue for many years. My observations as a fly on the wall are a collective reflection of what I and other foreign businesspeople living here for five to ten years have experienced.
Thursday, January 21, 2010
China's Leadership Serious About Keeping Inflation Under Control and Economy Booming / Economics / China Economy
By: Tony_Sagami
I’d laugh if it didn’t make me cry.
I’m talking about the money-printing, bubble-blowing excuse for monetary policy that our last two Federal Reserve Bank Chairmen have followed. By chopping and then keeping interest rates close to zero, Alan Greenspan and Ben Bernanke were responsible for creating the painful real estate and credit crisis that we’re going through.
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