gregor.us - 1/23/2009
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When it comes to public infrastructure spending, China knows exactly what to do: build rail. Lots of rail. Today’s NY Times has a great piece on China’s next round of public works :
A $17.6 billion passenger rail line across the deserts of northwest China, a $22 billion web of ...
blogs.cfr.org - 1/19/2009
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blogs.cfr.org —
Last week, Sam Jones of FT’s Alphaville wrote:
If the Chinese economy collapses, or even slows dramatically,...
then the raison d’etre for the country’s huge FX reserves - as a sterilisation measure to dampen domestic inflation - will evaporate. ...
(more)
Worry about a fall in China’s demand for the world’s ...
ft.com - 1/22/2009
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ft.com —
Tim Geithner, President Barack Obama’s choice for Treasury
secretary, on Thursday accused China of “manipulating” its currency...
and pledged “aggressive” diplomatic action to drive Beijing into action. The comment – a politically loaded term likely to ...
(more)
FT.com / World - US says China ‘manipulating’ the renminbi
Comments
Blog Reactions
Friday links: model malaise
Abnormal Returns —
... EconomPic Data)
We are already weary of the bank nationalization debate. For those not, a collection of links. (Economix also Interfluidity)
The UK is officially in a recession. (FT Alphaville, Big Picture)
Rail shipments are off dramatically. Ironically, we need more rail. (Calculated Risk, Gregor.us)
An “excellent hour of ...
Tuesday's Links
Todd Sullivan's - ValuePlays —
... - Which one is best?
- So, would this be censorship?
- Sad state when China is the one doing it right
- Are they really at all-time highs?
- A new interview......hilarious
Disclosure ("none" means no position):
Visit the ValuePlays Bookstore for Great Investing Books ...
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