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We already mentioned this a couple of days ago. Very positive for everybody, especially holders of companies that thrive in the domestic Chinese market, like China Fire (CFSG) and Fuqi International (FUQI)..

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We say, the Chinese currency can only go up providing an extra boost to the shares of those Chinese smallcaps which earn in that currency…

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Turns out to be a remote part of China. But the lessons are more general…

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Lending is down considerably…

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We have seen it before, in the late 1980s, when Japan seemed on its way to dominate the world. Now, after the US economic (not to speak of it’s political) model is into considerable disarray, China’s rise seems inexorable. Is all that scaremongering justified? After all, this is just a country with a GDP per […]

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Trouble in South America. For every Brazil, successfully transformed by a left-leaning president, there are bad leftist governments (Argentina) and then outright disasters (Venezuela). It’s such a waste as even in the aftermath of the financial crisis, opportunities for countries with the talents and resources like Argentina and Venezuela are multiple, as Brazil shows..

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We’ve been saying much the same thing. These things are cheap, and we don’t think they’ll remain cheap forever…

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Actually, it makes sense..

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Actually, one of the best. Let the yuan rise. China cools off (a bit), the rest of the world gets a breather, everybody happy..

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Asia is not without risks either though…

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