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FXI

The PBoC Can't Easily Raise Interest Rates

Submitted by chinastock on Wed, 07/28/2010 - 14:29
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Michael Pettis submits:

A lot of people have asked me to write about the recently “leaked” CBRC report on dodgy local government debt. Here is what the article in Monday’s Bloomberg had to say about it (and note especially that delicious second paragraph):

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Chinese Energy Cleans Up Its Act

Submitted by chinastock on Tue, 07/27/2010 - 14:24
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Brian Rezny submits:

Ten years ago, China's energy consumption was just half that of the U.S. But a lot can change in a decade, and a financial crisis can shift the global balance of energy needs.

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China ETFs: Opportunity, Mixed With Risk

Submitted by chinastock on Mon, 07/26/2010 - 13:23
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Tom Lydon submits:

China is producing great opportunities for intrepid investors who don’t mind some risk in their diet. ETFs focused on China are a nice option to get broad-based exposure to help stomach the risk.

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Notes From Hong Kong: The Summer Rally Is On

Submitted by chinastock on Sun, 07/25/2010 - 10:05
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L.Desjardins submits:

Shanghai and Hong Kong markets surged last week on renewed optimism about the economy and speculation that the central government will relax measures introduced to cool down the property market.

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China Surpassing U.S. as Largest Energy Consumer Is the Story of the Past Decade

Submitted by chinastock on Thu, 07/22/2010 - 01:16
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Gregor Macdonald submits:

The mainstream press is abuzz this week with the “news” that the United States, after 100+ years, has now been surpassed as the world’s No. 1 energy consumer. IEA Paris, following the BP Statistical Review in June, has decided to call this race in favor of China. However, this is really not a story of today.

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Be Cautious on Commodities

Submitted by chinastock on Thu, 07/22/2010 - 00:59
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David White submits:

The Baltic Index has fallen dramatically. This is a good barometer of the strength of Chinese commodities buying. Commodity prices are coming off their lows, but they are still weak. Some pundits argue that the Chinese will stop their economic tightening as the Chinese economy has slowed significantly (GDP down to 10.3% growth from 11.9%). Many pundits conclude that commodities prices will go up dramatically.

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China, The Mother of All Grey Swans

Submitted by chinastock on Wed, 07/21/2010 - 07:29
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Vitaliy N. Katsenelson, CFA submits:

I gave a presentation last week at the Value Investment Seminar in Trani, Italy (here is a link to the PDF). I strongly suggest you visit their website in a few weeks, as it will have presentations and videos. It was a terrific event; I learned a lot.

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China: Free Fall or Soft Landing?

Submitted by chinastock on Mon, 07/19/2010 - 07:46
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DayOnBay submits:

By John Wilson

Just how overheated is the Chinese economy?

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Week in Review From Hong Kong: No AgBank Rally

Submitted by chinastock on Mon, 07/19/2010 - 04:03
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L.Desjardins submits:

Rumors that Beijing would relax some rules introduced to cool down the property market were quashed at the beginning of the week and the release of the GDP figure on Thursday restarted the debate over the state of the economy. The end result was a lackluster week in the markets.

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