Archive for November, 2010File not found. PIGS, California, and small village in China
In the Eurozone, you have PIGS. In the United States, you have California. In China, you have the local governments.
Politics & Society. 30 November, 2010, 0:31Wikileaks shows what a government should be about
Wikileaks is creating a diplomatic crisis for the United States. Perhaps Sir Humphrey is still right about the government then.What about the Euro Crisis?
If you think that Ben Bernanke has limited options, the Europeans probably have even less.Hong Kong Property: Which Real Estate Companies were hurt most?
I did a little simple comparison of property companies share prices performances over the past week and their exposure to the residential markets. The result turns out to be rather odd.
Markets. 28 November, 2010, 23:19Week in review 22 to 27 Nov 2010
I hope this December will be a lazy one just like last year, but as events unfold this week, there may be just bombs all around, waiting to explode in December.
Politics & Society. 27 November, 2010, 23:07The Second (not-so-)Cold War: North Korean bombs
Occasional nasty surprises from North Korea have served them and China well in some sense. Though I wonder if it will be the same this time.
Markets. 26 November, 2010, 16:31What Google Trends Tells Us about Euro
A Just-for-fun stuff, I look at what people search on Google and how it was related to EUR/USD exchange rate.
Markets. 25 November, 2010, 23:24Irish Public Finances: some random thoughts
Irish and Spanish yields are rising after Ireland being bailed out. “Who’s next?” is probably the kind of question people are asking then.Perhaps a recession is the only option for China
If China wants to learn a lesson from Paul Volcker in how to bring inflation down, perhaps they are left with only one terrible option.US Economy: Good or Bad?
Putting the Koreans fighting and Europe crisis aside, how would I say on the fresh economic data from the United States?
Markets. 23 November, 2010, 18:11Wars and Financial Markets
Whether you like it or not, the financial system evolved with wars and conflicts, and helped determined who won the wars.
Politics & Society. 23 November, 2010, 15:55Horror Story: Second Korean War?
North Korea fires the South, and the South fires back.
Markets. 23 November, 2010, 12:15Return of volatility? Finger crossed
The volaility of S&P 500 is still quite low, but things are going rather badly in Hong Kong/China as inflation concerns weigh the markets. Would volatility return?
Economy. 22 November, 2010, 22:15Why Bank Runs are Deadly?
So by bailing out of banks after a slow-motion bank run, the Irish government has to be bailed out now. How could that happen?So Ireland is being bailed out
Ireland finally agrees to ask for help, though the government is now done for even before we ask “who’s next”.
Markets. 21 November, 2010, 22:40Week in review 15 to 21 Nov 2010
Irish bailout is close to a donw deal now. Hong Kong/China tightening last week moves surprised the markets.Unsustainable two-speed recovery
Ben Bernanke said a two-speed global recovery is not sustainable. I agree, but there is hardly anything that can be done in bringing down the imbalances.Hong Kong Property: More measures to curb property prices
Hong Kong government announced tought measures of up to 15% special stamp duty to curb property speculations.
Markets. 18 November, 2010, 21:48US Investment Views 18 Nov
All stocks are going higher. Euro is going higher as Ireland might ask for money. GM is back in the stock exchange today. Jobless claimes less than expected.IMF thinks HK real estate bubble will burst, but there is something else more dangerous…
IMF expressed concerns on HK real estate. But this should not be the concern as HK is too insignificant. Dangers are in elsewhere.