Chinese unconventional gas to spoil the LNG boom?
Well…
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..
China set to tighten monetary policy again
The biggest risk to the world economy at the moment..
Watch out with Chinese small caps part II
A murky situation getting much murkier when there are unscrupulous people on both side. This is as clear an example as any of the problems markets have when information is […]
The law of supply and demand asserting itself in Argentina
When few trust the future, productive capacity can’t keep up with demand and the result is, well, entirely predictable…
The next domino…. China??!
Well, after all, it’s a country with quite a revolutionary history..