Also sprach Analyst

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

Posts Tagged Japan

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China, Real Estate. 9 May, 2012, 16:30
Some random Japanese analysts on China real estate market hard landing
With the experience of Japanese real estate bubble bursting, two analysts see hard landing for Chinese real estate market as a base case.
Economy, World. 15 September, 2011, 21:17
Fed, ECB, BOJ and SNB Coordinate To Provide US Dollar Liquidity
Fed, ECB, BOJ and SNB are coordinating to provide 3-month US dollar liquidity till the end of the year.
Markets, Stocks. 23 July, 2011, 18:56
Boom And Bust: Mega-Bears In Perspective
Bear market does not begin without unprecedented period of prosperity where everything perpetuate higher.
Markets, Stocks. 22 July, 2011, 16:59
Chart: Mega-Bear Markets Update
A little reminder of how the Shanghai market has been doing, compared with NIKKEI 225. Surely no one believed in 1992 that NIKKEI is in a 20-year bear market.
Markets, Stocks. 6 June, 2011, 22:15
Stock Markets Mega-Bears? Look At Shanghai
For the sake of comparison, here are the nominal stock markets performances of post-1929 US, post-1989 Japan, and post-2007 China.
China, Economy. 10 May, 2011, 12:04
China: Trade Surplus Increased Sharply To US$11.4 Billion In April 2011
China’s trade surplus jumped sharply from US$139 million in March to US$11.4 billion in April.
Economy. 8 May, 2011, 3:49
What’s Happened In Japan Two Decades Ago?
Over the weekend, let us look at some very old news (more than 20 years ago) and look at what happened in Japan in its heyday.
Economy, World. 27 April, 2011, 12:18
Richard Koo: Rating Agencies Could Destroy Global Economy Again
Perhaps Richard Koo believes that the world might be better off if we just ignore what these rating agencies say.
Economy. 27 April, 2011, 11:55
S&P Did It Again: It Cuts Japan’s Outlook To Negative
S&P cuts its outlook for Japan’s sovereign debt from stable to negative… well, they did it again.
Economy, United States. 19 April, 2011, 3:04
United States: What Do I Make Of The Downgrade
Welcome to a country with huge debt and deflation, being downgraded for more than 10 times in 10 years, and survived as if nothing has happened.
Real Estate, World. 6 April, 2011, 17:20
Ageing And Asset Prices
This is an aspect of bearish argument for real estate prices which no one seems to understand.
Economy. 17 March, 2011, 20:17
Japan’s Role In Asian Financial Crisis 1997
The often-neglected role of Japan in 1997 Asian Financial Crisis should give us a glimpse of the potential negative impact of funds withdrawal from Asian economies back to Japan.
Economy, World. 15 March, 2011, 16:18
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.
Economy, World. 31 January, 2011, 20:10
Charting Inflation: Except Japan and US, Inflation is everywhere
With Eurozone inflation edging to 2.4%, we have another confirmation that inflation is everywhere in the world, except Japan and the United States
Economy, United States. 31 January, 2011, 3:06
Charts: Is the United States becoming more like Japan?
Some close inspections of a few variables suggest that the US is looking increasingly like Japan.
Economy. 28 January, 2011, 13:52
Japan: can you be optimistic after being downgraded?
Although being downgrade, I found one more reason why people can feel a little bit more optimistic about Japan.
Economy. 15 December, 2010, 15:03
Japan Economy: Tax Cuts and Business Confidence
Japan’s business sentiment worsened. Perhaps the confidence-boosting tax cut will help in some way, it will hurt in other ways.
Markets, Stocks. 13 December, 2010, 11:30
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.
Economy. 10 November, 2010, 2:34
Will Japan become the next Greece?
China is selling Japanese debt for 2 straight months. With the highest debt burden probably among all major economies, will Japan default any time soon?
Economy. 27 October, 2010, 17:15
Is the 21st century really Chinese?
Many people think the 21st century is China’s century. But digging deeper into the numbers, you might want to change your view.
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