vixandmore.blogspot.com - 11/24/2008
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Back on October 10, 2007, in a post with the title When to Short China? I predicted: Eventually, there will come a time when you will look back and say to yourself, “Why wasn’t I short China? It was such a no-brainer…” In the 13 ½ months since that post, the iShares FTSE/Xinhua China 25 ...
blogs.cfr.org - 11/27/2008
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blogs.cfr.org —
Make sure it is the latest World Bank
China Quarterly. David Dollar, Louis Kuijs and their colleagues
have outdone themselves – and in the process provided a clear assessment of the sources of China’s current slowdown and the risks that lie ahead. ...
(more)
If you only read one thing on China this fall …
bloomberg.com - 11/18/2008
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bloomberg.com —
Nissan Plans to Start Selling Electric Cars in
China by 2012 By Tian Ying Nov. 18 (Bloomberg)
-- Nissan Motor Co. , Japan's third- largest automaker, intends to begin offering electric cars in China by 2012 as the country seeks to boost sales of fuel- ...
(more)
China
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Monday links: banks are different
Abnormal Returns —
... than he did at Citi? (NYTimes.com, Big Picture, WashingtonPost.com)
Some longer term sentiment measures. (Humble Student)
Insiders are buying. (Trader’s Narrative)
Deviations from NAV and the ability to stay solvent. (Daily Options Report)
Time to look at China? (VIX and More)
A television interview with Jeremy ...
NOW THE USUAL
THE SHARK REPORT —
... Fun links: Happy Roubini; Long China; Less Standard More Poor; ...
Trend Not There Yet for China’s ETFs
ETF Trends —
... ) was about 5% higher than October’s low with record volumes traded in Friday’s rebound, writes VIX and More . Signs of bottoming out look promising in the FXI compared to many others in U.S. equity markets. FXI is currently down 51.5% year-to-date. ETF FXI performance There is debate regarding the allocations of the $586 billion Chinese stimulus package for new spending and how much projects have already been committed but shuffled under the stimulus plan. Current estimates of growth puts China at 7% with the possibility that the economy may shrink further. In accordance to ...
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China Knows
gregor.us 1/23/2009 — 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 ...
China
breakingviews.com 10/15/2008 — Rio Tinto, the mining group, said that demand for commodities in China had slowed in the third quarter. Chief executive Tom Albanese attributed the slowing growth to last year’s tightening of monetary policy, and a temporary halting of projects during ...
FT.com / China - China’s export fall is worse than predicted
ft.com 12/10/2008 — The impact of the global financial crisis on China became clear on Wednesday when the government revealed that exports fell in November for the first time in almost seven years. With demand in many of its main markets slowing sharply, Chinese exports ...
China fact of the day
marginalrevolution.com 11/14/2008 — Electrical power generated in October is 4% below a year earlier .
Is there any chance that this is more reliable information than the gdp statistics offered up by the Chinese government?
FT.com / China - Economists warn of China deflation
ft.com 2/11/2009 — China faces a bout of deflation, economists warned on Tuesday as data revealed that inflation dropped to its lowest in 2½ years in January and that the price of goods leaving factory gates fell 3.3 per cent in January. In the latest sign of economic ...
FT.com / China - China stuck in ‘dollar trap’
ft.com 5/25/2009 — China’s official foreign exchange manager is still buying record amounts of US government bonds, in spite of Beijing’s increasingly vocal fear of a dollar collapse, according to officials and analysts. Senior Chinese officials, including Wen Jiabao, ...
China Exporters Blame Yuan in ‘Life and Death’ Crisis
bloomberg.com 3/5/2009 — March 5 (Bloomberg) -- China’s exporters are calling on the government to weaken the yuan after the biggest slump in overseas sales in more than a decade, putting them on a collision course with the central bank’s intent on keeping the currency ...
FT.com / China - China lost billions in diversification drive
ft.com 3/16/2009 — China has lost tens of billions of dollars of its foreign exchange reserves through a poorly timed diversification into global equities just before world markets collapsed last year. The State Administration of Foreign Exchange, the opaque manager of ...
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