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 to...Comfort Zone Investing: Should You Invest in China?
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 to...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 been...
China, new financial superpower …
One of the biggest economic and political stories of this decade has been China’s emergence as the world’s biggest creditor...
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. ...
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 in...
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 market.
Lately,...
