Posts Tagged ‘ emerging economies ’

Comfort Zone Investing: Should You Invest in China?

2010/01/23
By Ted Allrich
Comfort Zone Investing: Should You Invest in China?

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China is all the rage. It has a booming economy. Investors are intrigued. Some already own stocks in China. But is it a good time to buy into the Chinese dragon, especially if you are new...
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A New Geopolitical Jevons Paradox? A Look at Non-OECD Oil Demand

2009/11/12
By Sam Foucher
A New Geopolitical Jevons Paradox? A Look at Non-OECD Oil Demand

This is part 2 of my post on oil demand. This time I look at the Non-OECD demand and how it may impact global oil demand. Based on data from the 2009 BP Statistical Review, the OECD oil consumption in 2008 decreased by -3.2% while demand within emerging economies increased by +3.1%. The report also indicates that oil production from OECD countries has...
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China, new financial superpower …

2009/08/03
By Brad Setser

One of the biggest economic and political stories of this decade has been China’s emergence as the world’s biggest creditor country. At least in a ‘flow” sense. China’s current account surplus is now the world’s largest – and its government easily tops a “reserve and sovereign wealth fund” growth...
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The problem with relying on the dollar to produce a real appreciation in China …

2009/07/27
By bsetser
The problem with relying on the dollar to produce a real appreciation in China …

Is now rather obvious. The dollar goes down as well as up. Last fall, demand for dollars rose — in part because Americans pulled funds out of the rest of the world faster than foreigners pulled funds out of the US. The dollar soared....
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The faster the rise, the bigger the fall?

2009/07/26
By bsetser
The faster the rise, the bigger the fall?

Cross-border bank claims - according to the Bank for International Settlement (BIS) — shrank in the first quarter, though at a slower pace than in the fourth quarter. That basic storyline also holds for the emerging world: the total amount the major international banks lent to the world’s emerging economies fell...
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Chinese Handcuffs? No, Chinese trade deficit

2009/07/10
By Mark Dow
Chinese Handcuffs? No, Chinese trade deficit

This is Mark Dow. Brad is away. China has become the obsession that Japan was back in the 80s. And rightly so. It is a huge place, with a robust secular growth force underlying it (remember the conditional convergence growth hypothesis?). Rumors of China doing this or that have become a daily staple of the...
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