The ever rising Chinese oil demand
Up and up..
The importance of manufacturing
Sometimes it’s nice if a thesis is immediately illustrated… China not triving on cheap labour alone..
China’s plan to dominate seven high-tech industries
The track-record on industrial policy is distinctly mixed, but this coming from China, we’re not laughing, somehow..
Those China Smallcaps once more
More mist, fog, obfuscation and an inability to decide which party is closer to the truth. We’ve often said that financial markets tend to suffer from information asymmetries. Look no […]
China’s oil use surpassing USA in 2018
What are the consequences and alternatives?
The Chinese Solar Market
China subsides production, Europe subsidizes consumption. Who will be smarter? China gains markets and economies of scale and learning selling expensive panels elsewhere (helped by foreign subsidies) before plunging themselves […]
Watch out with Chinese smallcaps part IV
Smoke and mirrors from all sides…
A useful pre-emptive strike
China’s doing something smart, learning from past mistakes (and those of others..)
Watch out with Chinese smallcaps part III
Thorny problem. So many opportunities, so much danger lurking..