China

I don't buy into the core inflation number that the press or Federal Reserve use. Today's Wall Street Journal has an article on the front page entitled "Inflation at 44-Year Low." When you read further, you realize they are using…

Subscribe to Our News Feed If you would like to receive our links in real-time please follow me at@edwardnh. Must Reads on the Gulf of Mexico oil spill and the Chinese property bubble Oil spill could go on for years, experts say |…

Subscribe to Our News Feed If you would like to receive our links in real-time please follow me at @edwardnh. Must Reads Griechenland-Zweifel des Bankchefs: Ackermann vergrätzt Merkel - SPIEGEL ONLINE (see my post Deutsche Bank chief…

Subscribe to Our News Feed If you would like to receive our links in real-time please follow me at @edwardnh. Must reads:  Gas surge shut well a couple of weeks before Gulf oil spill | NOLA.com Divorce, a way round China's…

Another classic from Bloomberg News. It runs about 22 minutes. I love Roach's quip in jest to Chanos: "You ignorant slut." That quip in jest belies the congruence in Roach and Chanos' views. Roach does say: "I'm not denying…

In last month’s Absolute Return Letter I raised a yellow flag concerning the short term outlook for commodities. Quite a few readers asked me to elaborate on that, which is precisely what I am going to do. In the following, my assessment…

Informed researchers are asking what happens to China based on the recent demographic shift from rural labour surplus to rural labour deficit.  The answer may be slower growth and higher inflation, according to a paper released last…

“My maid just asked for leave,” a friend in Beijing told me recently. “She’s rushing home to buy property. I suggested she borrow 70 percent, so she could cap the loss.” It wasn’t the first time I had heard such a story in China. Some…

Marc Faber spoke with Bloomberg News recently and had some interesting things to say about China and what he sees a burgeoning bubble. His sentiments echo those from Ten ways to spot a bubble in China by Edward Chancellor, author of a…

China is self-evidently both a minefield and a potential graveyard for would-be global economists, the sort of place where reputations are made and lost in the twinkle of a dragon’s eye, so I think had better tread rather carefully here.…