China Archive

  • US Economic Shockwaves Slam China With Unemployment

    US Economic Shockwaves Slam China With Unemployment

    In the below video, originally aired on Current TV, journalists travel to China to document how the US consumer spending slowdown has devastated the Chinese manufacturing sector. Factories there have had to wind down production and lay off millions of workers as Americans buy fewer...

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  • Is China Really in a Bubble?

    Is China Really in a Bubble?

    Stocks rallied yesterday…hard. After only one session out of the previous eight in the black, we were beginning to wonder when we might see a “pop.” After all, nothing trends along an uninterrupted trajectory – neither up nor down – forever. Straight lines are for...

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  • China Goes on Japanese Bond Shopping Spree

    China Goes on Japanese Bond Shopping Spree

    China continues to be vocal about its reserves diversification and still mum on the details. Its State Administration of Foreign Exchange (SAFE) is now posting soothing Q&As on its website in order to calm fears about its .4 trillion cash mountain without actually offering any...

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  • How to Invest in What China Really Needs

    How to Invest in What China Really Needs

    There must be more communists in Berkeley than in Beijing. That thought crossed my mind as we swept through Beijing’s wide streets, crowded with cars and lined with tall modern buildings. A more bustling capitalistic city would be hard to imagine. I think most Americans would...

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  • Biggest Manufacturer Since 1890s, US Now Slipping Behind China

    Biggest Manufacturer Since 1890s, US Now Slipping Behind China

    After about 110 years as the world’s leader in manufacturing output, the US is likely to hand over its leadership mantle to China in 2011. Despite a century-long head start, elite universities, as well as historically world-class technology and infrastructure, the US will not retain...

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  • Markets With Renewed Risk Appetites Rethink China

    Markets With Renewed Risk Appetites Rethink China

    Are you full? You know, appetite wise? Probably not, for most of you read the Pfennig in the morning, with a cup o’ Joe… The renewed appetite for risk that the markets were displaying yesterday disappeared yesterday afternoon. The markets were full of risk, I...

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  • China to Put Renminbi in a Currency Basket

    China to Put Renminbi in a Currency Basket

    Things heated up in the currencies this weekend… Yes, while everyone was wiping the milk from their mouths from their cereal they ate for breakfast on Saturday morning, the Chinese made a BIG announcement… Rather than tell you in my own words… Here is the...

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  • How Vietnam Consumes 10x More Gold Than China

    How Vietnam Consumes 10x More Gold Than China

    Many Asian countries have strong affinity for gold, with Vietnam apparently at the top of the list. On a per-capita-income basis, Vietnam consumes twice as much gold as India and 10 times that of China. Vietnam’s gold market has blossomed in response to a lack of...

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  • Investing in China Gets Contrarian

    Investing in China Gets Contrarian

    An investment quiz to begin today’s note. Two-part question: 1) Which country has more money to spend than any other? 2) Which nation currently represents the least-attractive investment environment? In other words, where is the one place a true contrarian would love – where no one wants...

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  • Is China Undervalued Right Now?

    Is China Undervalued Right Now?

    During the past few years, China has become an increasingly compelling destination for investment capital. But with the recent weakness in the Chinese stock market – and serious cracks showing in the façade of China’s economy – does it make sense to invest in China...

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