economist.com - 12/11/2008
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JUST how worrying are the figures, published on Wednesday December 10th, showing that China’s exports and imports plunged in November? Exports fell by 2.2% last month from a year ago; imports plummeted by an astonishing 17.9%. One analyst sums up the news as “a shock figure”.
The gloom is ...
ft.com - 12/9/2008
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ft.com —
Chinese bargain hunters are preparing to descend on
American cities such as Los Angeles and San Francisco,...
where homeowners have suffered some of the steepest price falls in the US. SouFun, the biggest real estate website in China, is organising a ...
(more)
FT.com / China / Economy & Trade - Chinese property ...
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China Trade Figures Ominous
Todd Sullivan's - ValuePlays —
... world economy is going to slow no matter what governments around the world do. Credit is tight and until is gets looser, thing will slow. The trillions of dollars pumped into the system will not caused credit to flow, it will just go to cover losses on existing credit. What gov't can do is stop the decline of the dollar and keep food and energy prices low. Will they do it? Sadly...no... How to play it? Ag giants like ADM (ADM), Gold ETF (GLD) and Oil ETF's (DXO), (DBO). Full Article Disclosure ("none" means no position):Long ADM, none Visit the ...
Morning Readings: Libor, Ramen, China, etc.
Paul Kedrosky's Infectious Greed —
A few items worth reading this morning: Treasury to bailout automakers (Bloomberg) Global trade is shrinking, fast (Setser) China publishes awful trade figures for November (The Economist) Using the Q-ratio to search for market bottom (Bloomberg) Deception Through Telling the Truth? (Ingenta) A visit to Libor HQ (BBC) Ramen sales boom as South Korea weakens (FP Passport) Morgan Stanley cuts its global growth forecast for the sixth time in seven months (Morgan Stanley) Depression and War (Wilmott) ...
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