Zarathustra: Founder and Managing Editor of <a href="http://www.alsosprachanalyst.com">Also sprach Analyst</a>. Once an analyst, now an investor and entrepreneur. Based in Hong Kong, but Londoner at heart.

Researchers at the IMF quantified the impact of China economic growth on the rest of the world. This strengthen the case that if China slows, the rest of the world will suffer.

Here are the answers to some finance and economics questions by random Irish people on a street in Dublin, Ireland.

My views on China economic outlook have not sounded very nice, but at the same time, I have difficulties in working out whether I am bearish.

If you believe in technical analysis, here are two bearish signals for the Hong Kong stock market. I plot it for reference, although I don’t really believe in technical analysis.

When bond yields going up in these two days, I am rather struggling to figure out whether it is the tax cuts, or the failure of quantitative easing, or just a bet of deteriorting public finances.

Actually Ben Bernanke agreed that they were printing money, but he is too scared to admit it now.

To give you a glimpse of how confused the Chinese government is on inflation, we turn to an interview of a Chinese researcher of a government sponsored research institute.

In his effort to persuade President Obama to stay firm against G.O.P.’s blackmailing, Paul Krugman did not live up to his own record.

Hong Kong will be in good (or too good) shape for 2011. But uncertainty on Chinese tightening

Rumour is around that Beijing’s government wants to stop people from buying cars. Another demonstration on some amazing things the Chinese government can do.

China will be overheating, but sometimes the government seem to be not quite sure if they want a bigger fire or a smaller.

This may be just another demonstration of how the market overlooked facts. Here, I just give you a few random facts.

Excerpt of Ben Bernanke’s interview on CBS’ 60 minutes

If central banking is about driving stock prices up, central banking can be done by saying something.

The disappointment job report is just a reminder of how difficult the road to recovery is. Again, the real danger lies somewhere else.

Emerging economies are indeed closing their gaps with the developed economies. But whether the future is all that bright for the world as a whole is actually quite debatable.

The not-very-leading leading indicator suggests that China economy is slowing down. Whether you like it or not, it seems that China having a bit of stagflation.

Media reported that China targets at building 10 million low-cost housing. Consciously or unconsciously, China is following the footstep of Hong Kong.

I can’t help but notice the opposite reactions of USD and EUR prices on some fundamentally similar hopes.

While the bailout fund bond is a step closer to fiscal union, achieving true fiscal union for the Eurozone is next to impossible.

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

Zarathustra

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