Browsing Tag

China

China as the Bad Guy?

Edward Harrison Jan 18, 2011

In anticipation of the state visit by Chinese Leader Hu Jintao, I spoke about the pressure on US politicians to do something about the Chinese currency problem with RT America's Alyona Minkovski on the Alyona Show last night. The video is…

Mauldin: Thinking the Unthinkable

Edward Harrison Jan 18, 2011

This is the second of a two-part economic forecast by John Mauldin published on 8 Jan and 15 Jan 2011. In this issue: The Fed Adds a Third Mandate A Rational Voice in Dallas Thinking the Unthinkable The Threat of the…

Economy

Dongguan Ghost Mall And China’s Property Boom

Edward Harrison Jan 15, 2011

This is what the biggest mall in the world looks like on a typical Saturday, very reminiscent of this Hugh Hendry video of China's empty skyscrapers and this video of China's empty city.

Markets

Monetary Tightening In Asia Continues With PBOC Move

Win Thin Jan 14, 2011

By Win Thin It’s all about monetary tightening in EM today. PBOC hiked reserve requirements another 50 bp today, effective January 20, and has hiked a total here of 350 bp since starting in January 2010. This comes after the Christmas…

Economy

China’s lending quota?

Michael Pettis Jan 12, 2011

By Michael Pettis This year to everyone’s surprise the PBoC failed to announce 2011’s lending quota. Instead it announced a series of new polices aimed at monitoring the banks. According to an article in Thursday’s People’s Daily: The…

Markets

Hendry: May Be Making ‘Error of Judgement’ on China

Edward Harrison Jan 11, 2011

by Edward Harrison Back this past September, Hugh Hendry spoke with Bloomberg's Kevin Crowley about investment strategies, financial regulation and the role of hedge funds. Bloomberg has just released the video and I recommend watching.…

Daily

Byron Wien’s Ten Surprises for 2011

Edward Harrison Jan 3, 2011

I have just finished reviewing Byron Wien's Ten Surprises for 2010. Now, I present you Byron Wien's Ten Surprises for 2011. He is bullish again. Enjoy. -Byron R. Wien, Vice Chairman, Blackstone Advisory Partners, today issued his…

Economic Themes at the Start of 2011

Marc Chandler Jan 3, 2011

BBH's currency strategy team reviews the major economic issues in the four investing regions of note: the US, Europe, China and other Emerging Markets. In the US growth is accelerating. In Europe, the economy struggles with a sovereign debt…

Markets

Soft Dollar Tone As China’s PMI Slows First Time In Five Months

Marc Chandler Dec 30, 2010

from the BBH Currency Strategy Team The US dollar extended its Wednesday's losses after softer bond yields prevailed following yesterday's successful auction and light volume weighed on the dollar's tone. The euro traded on a supportive…

Markets

Some Thoughts On Possible China Purchases Of Portugal Bonds

Win Thin Dec 22, 2010

by Win Thin We think it’s worth commenting on Portuguese press report today that China has pledged to buy up to EUR4-5 bln ($5.2-6.5 bln) of Portugal sovereign debt. Purchases would be either in the primary or secondary markets and would…

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