China inside out
Money and Finance

China inside out


His time as correspondent at an end, John Garnaut reflects on what he has learnt and what is still to be learnt about the Middle Kingdom.





- Links
As a reminder, Warren Buffett will be on CNBC tomorrow (Monday, February 29th) from 6am-9am ET. Warren Buffett's Shareholder Letter, Annotated (LINK) A Dozen Things Learned from Richard Thaler about Investing (LINK) A review of the book Quality...

- James Montier Quote
"One of the most useful things I’ve learnt over the years is to remember that if you don’t know what is going to happen, don’t structure your portfolio as though you do!" -James Montier ...

- 2013 Demographia International Housing Affordability Survey
Thanks to Phil for passing this along. Link to: 9th Annual Demographia International Housing Affordability Survey: 2013 (Australia, Canada, China (Hong Kong), Ireland, New Zealand, United Kingdom, United States) ...

- The Real Origins Of Boom And Bust – By Edward Chancellor
Modern economists do not understand how finance shapes economic activity. They see money as an inert veil draped over the “real” economy. By contrast, in Victorian times the credit cycle was viewed as an essential characteristic of capitalism. Today,...

- 2012 Demographia International Housing Affordability Survey
Link to: 8th Annual Demographia International Housing Affordability Survey: 2012 (Australia, Canada, China (Hong Kong), Ireland, New Zealand, United Kingdom, United States) ...



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