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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]