Archive for March, 2011File not found. The Impact Of Japan’s Earthquake On The Economy
As the aftermath of the earthquake turned from bad to worse, the impact on global economy will be much more negative than initially thought.Hong Kong Property: The Real Supply Situation
Here is just some more evidence to show why there is no supply shortage in Hong Kong Residential Real Estate MarketChina: Monetary Statistics for February 2011
People’s Bank of China’s latest monetary statistics showed continued slowdown in M2 money supply growth.China: Inflation Stayed At 4.9% In Feb 2011
Consumer prices inflation stayed at 4.9%, but inflationary pressure is still high. Expect more tightening.United States: Trade Gap Widened And Some Thoughts On Trade Balance With China
US Trade deficit widened in Jan 2011. Trade deficit with China widened as well, and it is likely that it will widen more in the coming months.United Kingdom: Bank of England MPC Keeps Interest Rate and Quantitative Easing Unchanged
The Bank of England keeps interest rate at 0.5% and the size of the asset purchase programme at £200 billion.China: Trade Balance Went Negative In Feb 2011
China recorded an unexpected trade deficit in February 2011, but large part of it reflects the impact of Chinese New Year.10 Reasons To Short China
Here are 10 reasons why you should turn bearish on China.China’s Strategic Petroleum Reserve Enough For 10-15 Days Only
Should the unrests in North Africa and Middle escalate, China will be in a very bad position to handle the crisis.
Politics & Society. 8 March, 2011, 13:48Libya Updates: Becoming More Like A Civil War
While Libya is getting closer to a civil, other countries in the region want to prevent any uprising and ramp up oil production.China: More On “Total National Financing”
The PBOC will target so-called “total national financing” or “aggregate financing” to promote economic growth and price stability.China Abandons Loan Target And Develops “Total National Financing” Measure
China will scrap the new loan target, and is developing a new measure to gauge the credit growth.China: Thoughts On Wen Jiabao’s Report
Wen Jiabao knows the problems of China very well indeed, but he may be running out of time in bringing necessary change.How Does Ben Bernanke Screw Up The World?
By pouring an enormous amount of money to save the US economy, Ben Bernanke is screwing up everyone else in the world.Hong Kong Property: A Few Observations On Grade A Office Yields
Office Yield has been compressed to a level which is lower than US 10-year Treasury yield.Eurozone: Do Inflation Figures Really Warrant A Rate Hike?
The ECB chief signalled a possible rate hike next month to fight inflation, but inflations in different countries in the Eurozone differ significantly.Global Real Estate: Office Vacancy Rates
Out of curiosity, I looked at the vacancy rates of various office markets around the world.Real Estate Prices And Demographics: Implication For China
The rapid ageing of Chinese population does not bode well for China real estate sector in a long-run (20 years+ horizon).
Politics & Society. 2 March, 2011, 13:59Hong Kong: Changes To The Budget 2011-12
The government yields to public demand and distribute money. By doing so, the government is committing a political suicide.United States: ISM Manufacturing Index Rose in February, Prices Continued To Rise
The ISM Manufacturing Index showed that manufacturing in the US expanded in fastest pace since May 2004. However, prices are rising, pointing to higher headline inflation.