With World’s Gold price continuing to challenge new highs, there is a rush of mania to buy more gold in China. Sky TV reports in Beijing the continuously hot demand for gold Continue (继续)
Archive for May, 2010
China’s Gold Rush (乱世买黄金)
May 29
Andy Mantel is the Managing Director of Pacific Sun Investment Management Ltd. During an interview with Bloomberg, Andy reckons that there are still downside potential for China’s property and Banking sector. Continue (继续)
China’s Auto output leads the league in the growth of durable goods in Q1 2010. According to a latest study, China’s Auto output increased around 130% in Q1 2010 on a y-o-y basis, which is much faster than any other items. Continue (继续)
A comparison between China’s equity market and that of Saudi Arab’s shows more potential downside of China’s equity market. Saudi Arab’s equity market started to climb up around 2000 and continues to the top in 2008. During 2008 Saudi’s property bubble burst badly, Continue (继续)
It seems that China is the biggest target to be attacked in WTO, at least till 2008. A latest study shows that China has received far more anti dumping case allegation in WTO than any other countries. Based on the summary of anti dumping cases in WTO from 1996 to 2008, Continue (继续)
China’s manufacturers, especially the low value added ones, are struggling on the brink of survival and bankruptcy. According to a latest study, the low value added industry lives on an average gross profit margin of less than 4%. Continue (继续)
hina’s government has an ambitious plan to expand the existing railway network in the next 5 years. According to the latest 5-year plan unleashed by State Council, China is going to expand or upgrade Continue (继续)
China’s Housing Price is the highest in the world based on housing price/income ratio and far leads the second runners. According to a latest study, Continue (继续)
What’s the secret of China’s economic growth in the last two decades? Such is a question that has bothered numerous economists. One of the answers seems to lie in the increase in productivity. Continue (继续)
The ongoing Greek debt crisis seems remotely linked to China’s economy. People would be surprised to see any serious contagion of Greek debt crisis to China’s banking sector. On the other hand, the argument goes that the Greek debt Continue (继续)
China’s Property Sector of the stock market has been hit hard during Q1 of 2010. In 2009, MSCI property sector gained about 85%. During Q1 2010, Continue (继续)
A lastest study shows that Hongkees have the highest disposable income per capita in Asia. Hongkong’s GDP per capita at around USD 30,000 is also one of the highest in East Asia, Continue (继续)
A cross section analysis of China’s stock market shows that the Financial sector now is showing the lowest PE compared to the rest. Continue (继续)
It seems that China’s steel manufacturers are still enjoying good margins. According to a latest study, on average steel manufacturers enjoy a gross margin of about RMB 500/Ton in May and about RMB 400/Ton in June, Continue (继续)
Nouriel Roubini has a nickname of ‘Dr Doom’. Recently on the interview with Bloomerg, Dr Roubini opinions that there is significant risk of slowdown in China. Continue (继续)
China’s Shipyards continue to pump new vessels into the world fleet. During the first four months of 2010, China’s shipyards have delivered increasing numbers of tanker, bulk ships and container vessels. Continue (继续)
China’s New Order for Tanker Vessels has shrunk dramatically from 2009. During 2009 the peak monthly order amounted to almost 7 million metric tons dead weight per month. Continue (继续)
Mark Faber is the author of ‘Gloom, Doom and Boom’. He is originally from Switzerland but has lived in Asia for long. Faber think that there is a bubble going on in China, Continue (继续)
Stephen Roach (MS) and Jim Chanos (Kynikos) discussed their opposing views on the outlook of China’s economy. Stephen Roach is a CHINA BULL in the sense that he thinks there is a lot more in the ammunition arsenal that the government can do to Continue (继续)
The Greece Debt crisis has caught the attention of most investors. The spiral of government and private debt, especially held by foreign creditors, is causing turmoils in the International capital markets. Continue (继续)
China’s Equity market (H) went through a decent correction during the last week. This is the second consecutive week of a down market. From a recent high of 22,000 in the first half of April, Hang Seng has corrected almost 10% to 20,000 (See Graph on the top left). Continue (继续)
China is world’s primary drive for demand in commodities. Above chart illustrates China’s demand share in World’s total demand for different commodities. Continue (继续)
Above study intends to evaluate the impact of RMB appreciation on equity market in different parts of the world. The chart is the performance of equity market in local currency and USD during 6 months after the RMB appreciation in July 2005. Continue (继续)
China’s monetary policy is not the tightest, nor the most loose among Asia peers. The real interest rate (policy rate – inflation) is about par in China. In comparison, Continue (继续)
The latest stats about China’s QDII (Qualified Domestic Institutional Investor) shows that most of the institutions are heavily exposed to equity market. The total AUM that QDII manages is about 73 billion RMB, with China AMC, Southern, Harvest and China International as the leading institution. Continue (继续)
Are you a China Bull? (您对中国有信心么)
Is there a bubble in China property (中国房产有泡沫么)
Secret for China's Growth (中国经济增长原因探讨)
1421: the year China discovered the World
China's Environmental Crisis (中国的环境威胁)
China's Unfinished Revolution (未完成的革命)
Mr China – A memoir (中国先生)
The Chinese Century (中国世纪)
The State of China Atlas (中华新地图)
To live (活着)
Who will Feed China: Wake Up Call for a Small Planet (谁来养活中国)
Asia Hotel
WCM
Chinatells (主页)