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 […]
How To Navigate These Dangerous Markets | Seeking Alpha
The markets are extremely dangerous territory right now. It is all about China: The risks of a substantial yuan devaluation are considerable, but not necessarily imminent. This means that 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 […]
January 2016
When bad news turns into good news, we could have reached the point where markets start to stabilize, at least for some time: Shares in Europe and Asia rose on […]
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 […]
China To Save The World Economy? | Seeking Alpha
The old China growth model based on capital formation and exports is running on empty. So China is transitioning to a model that is more based on consumer demand. While […]
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 […]