Posts Tagged ‘Chinese’
Investing in Chinese Stocks: Capture Growth and Manage Risk
by Carl Delfeld, Investment U Senior Analyst
Thursday, January 26, 2012: Issue #1694
Soon I’ll be publishing a new book and releasing a special report with sharply different messages.
New World, New Boom: Capture Growth Like the New Tycoons is a very blue-ocean optimistic book. It’s chock full of strategies [...]
First up, the ECB’s 3m USD tender today produced a take up of $50bn, not an insignificant sum. The Fundingeristas are already arguing that this indicates that the stresses were even worse than we thought. But TMM take a less pessimistic interpretation: the stigma for using this facility has been removed as it becomes a [...]
Quotable
“Some debts are fun when you are acquiring them, but none are fun when you set about retiring them.”
Ogden Nash
Commentary & Analysis
How do you say “tick … tick … tick …” in Chinese?
My old boss, Ross Perot (yes, it’s true), used to say that giant sucking sound you hear is the sound of jobs leaving [...]
Overnight, news out of China that CPI figures came in as expected was a welcome relief to the markets. Inflation in China rose 5.5%, and in industrial production figures came in as expected, posting a gain of 14%. Retail sales figures were slightly lower than expected, coming in at a gain 16.9%.
The fear was that [...]
Over the last six years, the appreciation of the Chinese Yuan has been as reliable as a clock. Since 2005, when China tweaked the Yuan-Dollar peg, it has risen by 28%, which works out to 4.5% per year. If you subtract out the two year period from 2008-2010 during which the [...]
I jokingly refer to the economic meeting taking place this week between the US and China as this really is more of an exercise in futility than any meaningful policy agreement. It basically boils down to the US stance that China needs to allow its currency to float freely in the marketplace, and China rebuffing [...]
The Chinese yuan has appreciated by more than 27.5% since 2005, when the People’s Bank of China (“PBOC”) formally acceded to international pressure and began to relax the yuan-dollar peg. For China-watchers and economists, that the Yuan will continue to appreciate is thus a given. There is no [...]
Why are food prices rising globally? Because QE2 is forcing Chinese manufacturers to build on what used to be farmland. For shame, Mr. Bernanke.
BOSTON (
MarketWatch ) — It used to be when E.F. Hutton spoke, we would listen. Now it’s PIMCO.
Yes, a world of investors seems to hang on every word spoken by Bill Gross or Mohamed A. El-Erian or just about any one of the many experts in the PIMCO stable. When PIMCO speaks, money moves and [...]
