
Filed under: China, Comfort Zone Investing
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...Read more »

Filed under: China, Comfort Zone Investing
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...
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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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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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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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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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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