Entries Tagged as 'China'
May 13th, 2016 · Comments Off on Kyle Bass Takes On China
May 11th, 2016 · Comments Off on Should China Simply Devalue?
February 7th, 2016 · Comments Off on A Primer On China And The Markets | Seeking Alpha
The turmoil in the markets is, not surprisingly, matched by a wide variety of perspectives. We provide some of the main optimists who argue this is a normal correction. The pessimists think it is something deeper, and the über bears foresee a crash. Those that predict a crash see widespread debt deleveraging and resulting deflation, […]
January 20th, 2016 · Comments Off on The China Crisis Is Real And Dangerous | Seeking Alpha
China poses the biggest risk for the world economy. The country is struggling to contain strong capital outflows. As a result, the yuan and Chinese forex reserves are falling, raising the odds of a self-fulfilling prophesy of a substantial devaluation that would wreck havoc on the world economy. Source: The China Crisis Is Real And […]
January 13th, 2016 · Comments Off on Chinese Currency Manipulation? | Seeking Alpha
It is an article of faith in some quarters that China manipulates its currency to gain an unfair advantage. China indeed does ‘manipulate’ its currency in the sense that it intervenes heavily in the foreign exchange markets. However, the objectives and effects are quite different from what those who accuse China of currency manipulation argue. […]
January 7th, 2016 · Comments Off on The One Indicator Guiding Through Market Mayhem | Seeking Alpha
In volatile, confusing times in which stocks whiplash are exactly the times when it is most needed to have some indicators summing up most of the risks. We will argue here that in the present market, there is such an indicator, it’s the speed of decline of Chinese foreign currency reserves. We also have an […]
January 6th, 2016 · Comments Off on This Is When The Music Really Stops | Seeking Alpha
The markets sold off on fears of a Chinese devaluation. While Chinese authorities are actually intervening on a large scale to prevent that from happening, continued success isn’t guaranteed, as we will try to show. Should there be a substantial devaluation, the fallout is likely to be very serious, unleashing another deflationary shock on the […]
November 20th, 2015 · Comments Off on The Big Chinese Transformation
China aims at transforming the economy towards more domestic consumption and moving up the value chain. At the same time, China is trying to deflate a housing and credit bubble, while trying to maintain rapid economic growth. And all the while it is faced by structural problems like an unsustainable investment boom, a demographic crisis […]
September 9th, 2015 · Comments Off on Amateur Hour In China?
China’s stock market frenzy has multiple signs of a bubble, as fundamentals are worsening and new inexperienced investors plunge in with abandon. It’s liquidity driven, mostly because of much lack of alternatives and in expectation of further easing of policy. The rally could continue for some time, but certain sectors are getting really overvalued. Source: […]
December 19th, 2013 · Comments Off on Shadow bank risk shifts to the East..
Bank of England Governor Mark Carney has warned that the global financial crisis is rotating from West to East, with shadow banking excesses in emerging markets now posing the biggest threat to the international economy. Shadow Banking Risk