Posts Tagged InvestmentFile not found. Has the Chinese economy begun rebalancing, really?
It is hard to see how rebalancing from investment to consumption has started if investment growth has consistently beat retail sales growth.China’s High-Speed Rail, Collapsing Bridges, And Investment Boom
It is hard to tell if the “accident” of high-speed rail (and collapsing bridges) are convincing enough for the government to ditch the investment-led growth mode.Funny: Gambling is an Investment Or Inflation Hedge?
A gambler wants to invest his money into a casino table because bank’s deposit rate is less than the rate of inflation.China Economy: 3 Bridges that will blow your mind
Over-investing is one thing, but China has built some of the most daring and longest bridges in the world.China Economy: 7 questions that you should ask
These are some of the top questions I have on my mind about the Chinese economy.Are Japan Markets headed to a great bull market?
If inflation returned for Japan, perhaps equities would start soaring. The problems are that government will find it difficult to find buyers for its debt, and JPY may weaken.Price-to-earning ratio = 10,000x!? Buy it will you?
What do you want to buy now? Stocks, bonds, or fixed deposit?
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.
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.
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.
Markets. 18 November, 2010, 9:02Asia Investment Views 18 Nov
US and European markets were stable after massive losses in previous days. I wil not be surprised to see a rebound today in Hong Kong/China, though I remain cautious.
Markets. 17 November, 2010, 21:51US Investment Views 17 Nov
Hong Kong/China got crushed again today after more news and rumours on tightening. European and US markets is stable after the drop yesterday. CPI in US came lower than expected.
Markets. 17 November, 2010, 8:54Asia Investment Views 17 Nov
US and Europe got crushed on European debt crisis and China Inflation concern. Look for lower opening.
Markets. 16 November, 2010, 21:46US Investment Views 16 Nov
Hong Kong/China markets got crushed today. European markets are down now. US PPI came in lower than expected, and Walmart announced Q3 earning in-line with estimates.
Markets. 16 November, 2010, 9:07Asia Investment Views 16 Nov
US markets were mixed, while major European markets were up. However, Euro is being crushed and US dollar is strengthening.
Markets. 15 November, 2010, 21:07US Investment Views 15 Nov
Asian market were mixed, and Europe is not slightly up. US dollar is strenghtening.
Markets. 15 November, 2010, 9:02Asia Investment Views 15 Nov
EU wants to force Ireland to take the bailout, though Ireland insists that they don’t need it. Japan’s GDP growth was better than expected, but concern remained. China market crashed last week, and people in Hong Kong and China seem to have diverging views.
Markets. 14 November, 2010, 21:52Week in review 8 to 13 Nov 2010
Moods are turning slightly cautious now. The risks I have been emphasizing for a month is now, finally, in everyone’s consciousness.
Markets. 12 November, 2010, 21:45US Investment Views 12 Nov
China market got crushed. European markets are down. Set for lower opening.
Markets. 12 November, 2010, 9:00Asia Investment Views 12 Nov
US was down, while European markets were mixed. Euro debt crisis continued. Chinese Yuan rose faster these days than before.