Category: China Economy
The analysis published under this category are as follows.
Friday, December 04, 2009
China Looking for Entrepreneurs / Economics / China Economy
By: David_Franke
Filmmaker Ole Schell has given us a compelling one-hour documentary that reveals exactly why we should be concerned about China’s challenge to the United States.
Thursday, December 03, 2009
The Five Things Investors Need to Know About China / Economics / China Economy
By: Money_Morning
Keith Fitz-Gerald writes: Legendary investor, Bill “The Bond King” Gross made headlines recently when he said that China will one day have to contend with a bubble of its own making. Gross runs the world’s biggest bond fund at Pacific Investment Management Co. LLC (PIMCO). Millions of investors reacted just as you would expect when someone of his prominence makes such a pronouncement – they panicked.
Monday, November 16, 2009
Five Reasons China Is Not a Bubble / Economics / China Economy
By: Frank_Holmes
Romeo Dator writes: A year ago, nobody thought China could manage 8 percent GDP growth in 2009. With year-to-date growth coming in at 7.7 percent through the first three quarters and getting stronger, China is poised to break that 8 percent mark rather easily.
The success of the stimulus and the lofty economic numbers China has managed to produce amidst a global crisis has led many to claim China is the next great bubble.
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Saturday, November 14, 2009
China's Phony GDP Growth Data, Evidence Ordos the Empty City / Economics / China Economy
By: Trader_Mark
Just a fascinating video below showing how China is achieving these "consistent" GDP growth numbers [Aug 5, 2009: China's Provincial Growth Figures Far Overstated versus National Figures]. Obviously on a relative basis the country is doing far better than many in the world but trying to figure out what is actually happening inside is guesswork.
Saturday, October 24, 2009
Pig Farmers and China Monetary Inflation Are Making Brent Nervous / Economics / China Economy
By: The_Gold_Report
Before getting into to the relationship between copper and pork products, I want to draw your attention to one paragraph from a commentary by Paul van Eeden that offers a contrarian, and undoubtedly unpopular view amongst the Kitco readership, of the gold market:
Thursday, October 15, 2009
China Real Estate Burgeoning Bubble Special Report / Housing-Market / China Economy
By: John_Mauldin
Today I offer you an insightful look at China's real estate market - a "burgeoning bubble" that deserves a close eye as the possibility for breaking increases. Remember the chaos in Japan after their own housing dreamscape got violently yanked back to earth? As investors, we have to recognize opportunities - and know what to avoid. With a global economic crisis - and now surging housing prices in China - investors in any global market need to keep watch on political and economic developments around the world.
Thursday, October 15, 2009
U.S. Dollar Woes Boost China's Global Resource Investments / Commodities / China Economy
By: Money_Morning
Keith Fitz-Gerald writes:
Washington continues to believe that the U.S. dollar is a weapon and most of the G8 is playing along. They simply can’t see – or won’t acknowledge – where the dollar is actually headed, even though the evidence is right before their eyes.
Sunday, September 27, 2009
The Great China Economic Recovery Conundrum / Economics / China Economy
By: Clif_Droke
Probably the biggest “X-factor” in the ongoing effort at reviving the global economy is China. China is seen by many as the world’s emerging industrial powerhouse and its relationship with the United States is considered to be crucial for its own development, as well as for the strength of the world economy. With the U.S. in the role as the world’s premier consumer and China considered to be the major industrial player, all eyes are on the respective economies of these two great nations.
Tuesday, September 22, 2009
Investors Connecting With China's Profit Pathway / Companies / China Economy
By: Money_Morning
Keith Fitz-Gerald writes: XIAN, People’s Republic of China – During the politically charged period in the late 1980s and early 1990s – when China believed it really needed friends – a small number of Western companies ignored the controversies and refused to abandon the market.
Wednesday, September 16, 2009
Outsourcing Unemployment To China / Economics / China Economy
By: Mike_Shedlock
As goes the US consumer so goes Chinese manufacturing. Here is a long but educational video produced by Vanguard on several Chinese manufacturing cities and what the economic downturn has meant for them. It's well worth a play.
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Wednesday, September 16, 2009
China Trading Places with U.S. As Economic Super Power / Economics / China Economy
By: Tony_Sagami
Here’s a headline that broke my heart when I read it last week: “U.S. Poverty Rate Hits 11-Year High.”
The U.S. Census Bureau reported that a sad-but-true 13.2 percent or 39.2 million Americans are living below the poverty line, defined as less than $22,025 for a family of four. That’s the highest rate since 1997.
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Friday, September 04, 2009
How Much of China's Export Industry Is Owned By US Corporations? / Economics / China Economy
By: Andrew_Butter
I don't know much about China but I know about free zones.
From 1990 to 1995 my partner and I wrote the "playbook" to entice foreign companies into the Jebel Ali Free Zone in Dubai, during that period the number of companies went from 500 to 3,000 (an increase of an average of about 40% a year), we also set up interviews with the new arrivals in to understand what were the deciding factors, and we worked out how much the zone contributed to the development of Dubai. It was considerable, in my opinion the main driver of the Dubai economy which grew in nominal terms at a rate of 15% a year since 1990 was free zones (real estate came later and that was driven by the economic growth not the other way around).
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Friday, August 28, 2009
The China Growth Myth Debunked, What Happens When the Credit Bubble Pops? / Economics / China Economy
By: Graham_Summers
Virtually 95% of all the evidence of economic recovery has stemmed from China in one way or another. Whether it’s the rise in price of commodities (China stockpiling), the global economy (the “China” growth miracle will lead us into a recovery), or even retail numbers (China producers lowering prices in an effort to move inventory), China is linked in one way or another to the “green shoots” nonsense.
Friday, August 21, 2009
China's False Economic Boom, What Chinese Authorities Do Not Want You to See! / Economics / China Economy
By: DailyWealth
Tom Dyson writes: If the Chinese authorities had caught him making this video, they would have arrested him...
Hugh Hendry is a hedge-fund manager from Britain. Eclectica is the name of his fund. He's outspoken and critical of the establishment. You could say he's somewhat of a pariah in London's hedge-fund industry. In 2008, his fund generated 32% by making massive bearish bets...
Wednesday, August 19, 2009
The Secret of China's Economic Success: State Owned Banks / Economics / China Economy
By: Global_Research
Ellen Brown writes: “The banks -- hard to believe in a time when we’re facing a banking crisis that many of the banks created -- are still the most powerful lobby on Capitol Hill. They frankly own the place.” -- U.S. Senator Dick Durbin, Democratic Party Whip, April 30, 2009.
Friday, August 07, 2009
China Is Through Screwing Around, Seeks to Deploy Reserves to Buy Real Assets / Stock-Markets / China Economy
By: Graham_Summers
Starting with the re-opening of formal trade arrangements in 1971, China has undergone a near unprecedented level of economic transformations. The country’s per-capita income doubled from 1978 to 1987 and again from 1987 to 1996.
In those 20 years, more than 300 million Chinese ascended out of poverty with accompanying dramatic changes in lifestyle, professions, and diet: between 1985 and 2008, average Chinese meat consumption more than doubled from 44 pounds to 110 per annum.
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Friday, July 31, 2009
China Change to One Child Policy Population Boom Could Make You Rich / Economics / China Economy
By: Uncommon_Wisdom
Tony Sagami writes: They say the only thing constant in this world is change. That’s certainly true in Asia where some big changes are brewing.
1.4 billion — the population of China — is a lot of people. And for the last 30 years, Chinese couples have been limited to just one child.
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Thursday, July 30, 2009
Blowing Stock and Property Market Bubbles in China / Economics / China Economy
By: MISES
Tim Swanson writes: Despite all of the shimmering skyscrapers and industrial output, unless market forces are allowed to truly dictate economic exchanges, today's Chinese megacities and their residents will merely be facades and actors within a 21st-century Potemkin village, and growth will remain stagnant for years to come. This is due in large part to continual state intervention through centrally planned investment.
Wednesday, July 29, 2009
China Debt Bubble Looming / Economics / China Economy
By: Hans_Wagner
According to the latest reports from China, the country’s GDP is growing at 8% a year. This is an amazing achievement and helps to bolster the argument that China will help lead the global economy out of its recession. Since it looks like exports will be the major driver of growth for the U.S., selling goods and services to many emerging economies like China it pays to dig a little deeper to understand this growth phenomenon.
Monday, July 27, 2009
U.S. Dollar in Disarray as China Buys Resources and Assets / Stock-Markets / China Economy
By: Frank_Holmes
This article is from portfolio manager Romeo Dator, who covers China for the U.S. Global Investors investment team.
Since peaking on March 5, the dollar has fallen nearly 12 percent against the trade-weighted U.S. Dollar Index (DXY).
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