Money and Finance
- Teenage Angst: The Implications Of China’s Slowdown
CHINA, an ancient civilisation, is still in its economic adolescence, a phase marked by growth spurts and mood swings. Other emerging economies endure this awkward period in relative obscurity, attracting only cursory attention. China has no such luck....
- Rogers: Why Hendry And Edwards Are Wrong On China
Interesting. I could see a little back and forth banter coming from this. Jim Rogers has dismissed fears of a hard landing in China, saying slowing growth is simply proof the authorities are managing the economy as they intended. Rogers’ bullish views...
- China Set To Continue Supersize Binge - By Edward Chancellor
It is easy to see why Chinese premier Wen Jiabao is calling for a “greater emphasis on growth”. China’s property market is stressed and the country’s main export market, Europe, is contracting. Several economic indicators, including electricity...
- Hubris And Other Signs Of Trouble ‘down Under’
Australia is rich in iron ore, coal and copper … and its stock of hubris seems to be growing. After a recent trip to the “quarry in China’s backyard” SocGen’s Dylan Grice is even more worried about its economy than he was beforehand. It seems...
- Stratfor: China And The Future Of Rare Earth Elements
Interesting the way China came to produce 95% of the global supply of REE. I don’t think they teach the “government subsidizing loans to money-losing operations to create jobs but collapse the price of the commodity and drive away almost all foreign...
Money and Finance
Broyhill Asset Management: On Gold & China
We expect China’s slow down (hard landing) to be much more severe than the consensus and given its disproportionate share of the world’s commodity consumption, the impact will be most uncomfortable for the world’s metal exporters. We continue to believe that the Australian economy is the most vulnerable to crack’s in China’s façade given its concentration of trading partners (China now represents 28% of Australian exports up from 6% a decade ago) and its concentration of exports (as ores and metals make up 72% of goods shipped to the mainland). But Australia is not alone in its vulnerability. The CRABS are the commodity rich countries that are riding China’s spending spree. They are Canada, Russia, Australia, Brazil and South Africa. We think the CRABS will ultimately be a much bigger problem than the PIGS.
- Teenage Angst: The Implications Of China’s Slowdown
CHINA, an ancient civilisation, is still in its economic adolescence, a phase marked by growth spurts and mood swings. Other emerging economies endure this awkward period in relative obscurity, attracting only cursory attention. China has no such luck....
- Rogers: Why Hendry And Edwards Are Wrong On China
Interesting. I could see a little back and forth banter coming from this. Jim Rogers has dismissed fears of a hard landing in China, saying slowing growth is simply proof the authorities are managing the economy as they intended. Rogers’ bullish views...
- China Set To Continue Supersize Binge - By Edward Chancellor
It is easy to see why Chinese premier Wen Jiabao is calling for a “greater emphasis on growth”. China’s property market is stressed and the country’s main export market, Europe, is contracting. Several economic indicators, including electricity...
- Hubris And Other Signs Of Trouble ‘down Under’
Australia is rich in iron ore, coal and copper … and its stock of hubris seems to be growing. After a recent trip to the “quarry in China’s backyard” SocGen’s Dylan Grice is even more worried about its economy than he was beforehand. It seems...
- Stratfor: China And The Future Of Rare Earth Elements
Interesting the way China came to produce 95% of the global supply of REE. I don’t think they teach the “government subsidizing loans to money-losing operations to create jobs but collapse the price of the commodity and drive away almost all foreign...