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..
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…
China surging
Credit jumping sixfold, yes, you read that correctly, sixfold. And what’s more, the authorities are not about to curtail that anytime soon. Although the Chinese export machine has come to […]
Power is shifting in the world economy
China seemed to have stabilized it’s economy and is starting to throw it’s weight around while predictable lobby’s in the US scheme to derail the efforts to regulate financial markets. […]
China’s big economic stimulus package
Just as we wrote that ultimately, the limits of monetary policy in a deflationary environment can be overcome with the help of a great public spending boost (guaranteeing that the […]
China next?
Dr. Doom (aka Nouriel Roubini) is at it again. Can’t this guy shut up for once? The problem is, he is usually right. More than five years ago he predicted […]