All Roads Lead to China:

While some (including myself) have been questioning some of the more upbeat economic rports lately, the Earth Times carried Clouds of pollution in Hong Kong seen as smoke signals of recovery Unfortunately, the following passage pretty much tells it all: In the first quarter of 2009, pollution levels dropped significantly, according to the South China [...]

The recent UBS report, China Question of the Week: Is The Property Sector Recovery Losing Its Steam? (email me for copy), attempts to address a concern many have in China.  Whether or not we are seeing the top… or bottom.. of the market. It is a report that, true toUBS form, is very upbeat: Based [...]

Over the last 24 hours, I have been having a bit of a back and forth on email with a analyst in the US who sent me a relatively upbeat report on US inbound shipments: Specifically, from July to August, there was a 1% increase in the number of U.S. companies receiving shipments from overseas. [...]

Entering the Chinese mid-market segment: key to long-term success?, by Heiko Gebauer, Thomas Fischer and Elgar Fleisch, is an academic report that I found interesting lately while studying a 2nd tier market plan, and as a followup to a recent conversation about firms moving into the 2nd/ 3rd tier looking for growth. As part of [...]

Following up on my recent post Following China’s Path of Least Statistical Resistance, I came across the recent Foreign Policy article  How China Cooks Its Books, and was pointed in the direction of another article in Caijing (h/t Ian) Is China’s Export Engine Slowly Restarting? , that provide or interesting reads and insights: From FP: [...]