When Wong meets Sam in the park, what will they talk about? Hear about what they have to say!
山姆大叔和王先生在公园里偶遇，他们开始了一段发人深思的对话。
Archive for November, 2010
China’s latest inflation number (4.4% in Oct Y-o-Y) has caught attention and concern of a lot of people (Click HERE for a story from FT). PBOC has reacted by raising the RRR and interest rate in a seemingly agressive fashion. Which sector is most resillient to inflation becomes the natural question for stock investors. Read the rest of this entry »
China’s households worth 1 million USD or more will continue to grow at a fairly high speed in the next few years. Since 2003 China’s millionare households have increased from less than 200,000 to more than 400,000 by 2009. Such an emergence of high net worth households have largely boosted the consumption of luxury goods (Click HERE for a relevant Story). Read the rest of this entry »
Recently China’s food price has caught much attention (Click HERE for a Bloomberg Story). To analyse the rapid increase of CPI in Oct (4.4%), the biggest contributor has been the food price (up 10% y-o-y). As a result there has been a wave of price spikes in different food items such as garlic, soybean and sugar. Overall China’s food accounts for about 33% of CPI as of 2010. Read the rest of this entry »
It’s all about G2 (中美贸易是关键)
Nov 16
Why is the relationship with US so critical to China? Why is the FX rate of RMB and USD such a big deal? This graph gives some sign. Since 2006, China has continued to accumulate huge trade surplus with not only USA, but the rest of the world. Read the rest of this entry »
A lot of people complain that the equity and property markets in China have become a gigantic casino , such a casino that only the bold, the lucky or the insider gets an upper hand. Today I am not here to judge the nature of such speculative market. However, what I would like to show here, is that there is a good reason for such a speculative mania Read the rest of this entry »
The CEO of Woodsford Capital Management and Chinatells, Mr. Wu Zhijian is giving a lecture in NUS on China’s economic outlook. The presentation can be downloaded from HERE.
Woodsford Capital Management的首席执行官在新加坡国立大学为学生授课。授课内容可以点击这里下载。
For years, emerging economies have been linked with risk and uncertainty. Recently, however, this image seems to be changing. As of today, most emerging economies have strong balance with a solid current account surplus, while most developed economies are more or less associated Read the rest of this entry »
It seems that the investment enthusiasm is back to the stock market. According to the stats from CEIC, the Shanghai stock exchange turn over has continued to climb higher and now is at the historical high. This is particularly relevant in the environment that the government Read the rest of this entry »
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)