Archive for January, 2009

8% Growth Will Prove to Be A Stretch For China in 2009

Wednesday, January 21, 2009 20:52 3 Comments

For those who are placing bets on China’s growth figures, and what this year has in store, the recent Bloomberg article China’s Economy Grows 6.8%, Slowest Pace in 7 Years should leave little doubt that hitting 8% this year is going to prove long odds for China. Plummeting Chinese demand for parts and materials for [...]

This was posted under category: The Big Picture

Apologies for the mess.. I ‘m upgrading

Wednesday, January 21, 2009 4:54 No Comments

In case you are wondering why the website seems tohave a new look, it is because I am currently upgrading the site. Hang in there, I am almost finished…. and with any luck, the site will be a lot more stable than before…. meaning those “service unavailable” warnings some have been receiving will hopefully go [...]

This was posted under category: Uncategorized

Logistics Roundup: January 20, 2008

Tuesday, January 20, 2009 6:19 No Comments

This was posted under category: China Logistics Tags: ,

Product Recalls As Trade Barriers

Monday, January 19, 2009 10:32 No Comments

The summer of 2007 was a turning point for many as it was a time when everything “Made in China” was suspect. Barbie dolls, dog food, tires, and toothpaste were hitting the headlines worldwide, and the impact could not be denied. Regardless of the responsibility that the firms themselves bore, the brunt of the brand [...]

This was posted under category: From the Factory Floor, The Big Picture, Uncategorized

There Are Many Ways China Can Hit 8% Growth – Part 2

Monday, January 19, 2009 0:01 5 Comments

Consumption In general, not only do I see driving an economy through consumption as a poor option, it is an option that America has shown is not sustainable. In fact, not only is it not sustainable, I think that many now believe that actually driving an economy through consumption is as a bad idea as [...]

This was posted under category: The Big Picture, Uncategorized

A Letter of Apology to Shareholders of Chinese Banks.

Sunday, January 18, 2009 9:58 1 Comment

A few weeks back, Victor Shih wrote a post for RGE monitor where he explored the fact that after 5 years of Chinese banks cleaning up their NPL ratios, the new stimulus package could potentially unwind that progress. It was an opinion that others disagreed with, but Victor stood by his thoughts and has written [...]

This was posted under category: The Big Picture

Chengdu Investment News: January 16, 2009

Friday, January 16, 2009 7:04 No Comments

1. Signing ceremony of Chengdu Sino-Dutch Huicheng Biopharmaceutical Co. Ltd held in Chengdu The signing ceremony of the joint venture Chengdu Sino-Dutch Huicheng Biopharmaceutical Co. Ltd co-invested by Chengdu Zhonghui Pharmaceutical Co., Ltd and Dutch SU BioMedicine was held in Chengdu on November 15th, 2008. The joint venture aiming to push the progress of the [...]

This was posted under category: Uncategorized

There Are Many Ways China Can Hit 8% Growth – Part 1

Thursday, January 15, 2009 20:35 3 Comments

Last Monday I was invited back onto CNBC to discuss the current economic atmosphere, and China’s prospects for 2009. It was another large topic to cover in 6 minutes, and as always, I felt like I left a few things untied at the end and wanted to take a minute to further explain some of [...]

This was posted under category: Uncategorized