Chinese car market overtaking the US
Again, remarkable…
China overtaking US capital spending
Remarkable!..
China surging ahead with solar energy
China provides one of the bright spots in the world economy, especially sectors that depend on government stimulus and credit, since there is, well, quite a lot of those going […]
Unprecedented credit boom in China
Reading stuff like this put us up to writing about risks to the world economy. It certainly looks like the Chinese are getting a bit too enthusiastic. For the short […]
There is also good news..
From China. A good example of what a stimulus program can do..
Chinese exports fall 26.4%, no less..
Well, we mapped 11 risks to the world economy and the ink is barely dry and quite a few of these are rearing their ugly heads..
Emerging market rally
Yes, growth is better (often much better) than in the core capitalist territories (US, Europe, Japan), but how much of that is priced in already?
We already know how this ends..
Après-nous, le deluge..
Chile’s interesting example
As we’ve argued elsewhere, the quality of government matters much more than it’s ‘quantity.’ Chile is a definite example of this, and provides some interesting lessons, lessons from evidence based […]
Jim Rogers sticking to China and commodities
Ain’t that a coincidence, just the two areas we are focusing on, with InterOil, eFuture and Manas…