China should revalue
It’s currency policy is wildly distortionary and a drag on the world economy….
China’s oil demand increase ‘astonishingly’, says IEA
IEA stands for International Energy Agency, the most authoritative of energy watchdogs. As a result of emerging market demand, it has increased it’s assessment of world oil demand…
No bubble in China
Or perhaps a little local one in the luxury segment of the property market..
China may revalue sooner rather than later
We already mentioned this a couple of days ago. Very positive for everybody, especially holders of companies that thrive in the domestic Chinese market, like China Fire (CFSG) and Fuqi […]
The first move on China’s currency
We say, the Chinese currency can only go up providing an extra boost to the shares of those Chinese smallcaps which earn in that currency…
The Holland of Asia
Turns out to be a remote part of China. But the lessons are more general…
China’s cooling measures for its financial sector start to work
Lending is down considerably…
How scary is China?
We have seen it before, in the late 1980s, when Japan seemed on its way to dominate the world. Now, after the US economic (not to speak of it’s political) […]
This mostly sounds very familiar
We’ve been saying much the same thing. These things are cheap, and we don’t think they’ll remain cheap forever…
Why China isn’t revaluing their currency
Actually, it makes sense..