Why everyone blames China for slumping commodity prices
The Chinese economy is in a serious slowdown. On Friday, we learned that small and medium-size manufacturing firms in China are struggling.That's bad news not just for its trading partners and global...
View ArticleGOLDMAN: 5 reasons Chinese stocks are getting smoked
Chinese stocks are approaching a bear market.On Monday, the Shanghai Composite plunged 8.5% in its worst single-day percentage decline in eight years. And on Tuesday, the index opened 4% lower, though...
View ArticleDon't be afraid of ETFs based on illiquid stuff
It seems ironic that Wall Street today loves the words “innovation” and “disruptor”, but fears innovation and disruptive technologies within their own industry.The flow statistics certainly show that...
View ArticleChina's investors are still in financial kindergarten
"Perhaps the last lesson I took away from my Shanghai experience: Maturity takes time. Just as kids grow from naïve adolescence to rowdy teenage years to eventual maturity, so will China and its market...
View ArticleShipping costs are another bad sign for the Chinese economy
One of the indicators that show that things are not all that rosy in China, or in the global economy, is the price carriers charge to ship containers from China to its big trading partners around the...
View ArticleChina might actually be underestimating its growth
There has been a great deal of speculation over the years as to whether official economic data from China is reliable.In particular, China’s GDP figures have come under increasing scrutiny. Are the...
View ArticleChina's government is absolutely lying about its economy
I and a few brave experts such as Jim Chanos, Gordon Chang, and David Stockman (speaking at our upcoming IES conference) have been arguing for years that China has the greatest investment and...
View ArticleUS stocks have almost certainly priced in the 'collateral damage' from China
As I wrote yesterday, the only thing that has been added to the economic news this summer, that we didn't already have last fall, is the Chinese stock market crash. And wherever that crash is going to...
View ArticleChina actually looks pretty good compared to its neighbors in Asia
A lot of fingers pointed to China during the recent stock market downturn, blaming the country's slowing growth and imploding stock market for the sharp US stock selloff.According to Goldman Sachs,...
View ArticleDon't confuse Chinese stocks with the real Chinese economy
“He who knows when he can fight and when he cannot, will be victorious.”– Sun TzuA couple of weeks ago I was complaining about 47,000 China reports clogging my e-mail. The number now feels like it is...
View Article'Whispers' are distorting investors' outlook on China
Renewed anxiety about China’s economic performance appears to be at odds with the fact that the country’s growth has been declining for years.How much of the recent nervousness is based on a balanced...
View ArticleBarclays analysts visited China and came back saying it was one of the most...
As China's economy boomed, US industrial companies made serious investments in helping to build infrastructure, helping to drive growth in the country and their bottom lines.This relationship, however,...
View ArticleThese 5 forces are holding stocks back right now
After hitting record highs just a few months ago, stocks dropped off seriously in August and September. Despite fighting higher recently, they have yet to make back the losses.According to a note from...
View ArticleThere's a big positive development in GM's largest market
Ah, China, one of the major reasons for investor optimism in the cyclical automotive industry.Just as investors of major automakers such as General Motors were hopeful that China would strap the global...
View ArticleChinese shipping imports just nosedived to their worst levels ever
Growth of exports from China has been dropping relentlessly, for years. Now this “growth” has actually turned negative.In September, exports were down 3.7% from a year earlier, the “inevitable fallout...
View ArticleSoc Gen tackled the question of a looming 'lost decade' for China
Beating up on China’s economy has become a favorite pastime for some in financial markets.To a growing number, the economy is a ticking time bomb – debt levels are sustainably high, it has an over...
View ArticleChina needs financial reform to get to 6.5% growth
Overnight, Chinese President Xi Jinping gave the strongest indication yet the country will revise down its economic growth goal to 6.5%.The official target will not be known until China releases its...
View ArticleHow the Amazon of China makes billions from a holiday invented for single people
$9 Billion. That’s how much Alibaba, the Chinese e-commerce giant, made in just 24 hours last November. It happened during an unofficial Chinese holiday called “Singles Day.” But what is Alibaba, what...
View ArticleForget Black Friday — the Amazon of China makes billions in sales on this...
$9 billion. That’s how much Alibaba, the Chinese e-commerce giant, made in just 24 hours last November. It happened during an unofficial Chinese holiday called “Singles Day.”Sales on Black Friday and...
View ArticleHere's the real impact of adding the yuan to the IMF's reserve currency basket
The Executive Board of the International Monetary Fund (IMF) has decided to include the renminbi (RMB) in its basket of reserve currencies.The RMB, or yuan, has joined the US dollar, euro, British...
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