Posts Tagged ‘Policy’

When the Truth Hurts, Make it More Difficult to Find

Wednesday, August 8, 2012 4:37 No Comments

“I want to tell everyone that they are wrong, our data is independently verified and it all matches up” – Sheng Laiyun, spokesman of the national bureau of statistics Nobody likes to hear bad news, and in China where local officials have a long and storied history of hiding the truth and there are more […]

This was posted under category: Going to Market, Invest in China, The Big Picture Tags: , , , ,

Is the China Model a Myth?

Tuesday, May 29, 2012 2:43 4 Comments

In the depths of the 2008 financial crisis, the China model received a lot of positive press and analysis. China’s high savings rate, its ability to act fast on the stimulus package, and their general ability to keep itself afloat when everyone else was drowning was seen as a model that perhaps others should look […]

This was posted under category: The Big Picture Tags: ,

Reshoring Jobs From China. Possible or Pipedream?

Tuesday, January 31, 2012 9:09 3 Comments

Watching last week’s SOTU, and thinking generally about the jobs situation in the U.S., it is hard not to be entranced by the President’s call for reshoring jobs. And it is not hard to know where he is looking to steal those jobs from. China Some, like Josh Noble at FT, believe that Obama’s call […]

This was posted under category: From the Factory Floor, Going to Market, Uncategorized Tags: , ,

US Chamber Slashes Obama’s Decision on Tires

Friday, September 18, 2009 11:01 1 Comment

Last week, when President Obama signed off on the new tariffs on imported tires from China, an immediate response from China followed.  In short, the action take was protectionist, without merit, and they had the data to support it.  It was a reaction that indicated to me that, they had their ducks in a row.  […]

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China Seeks Guarantees on US Treasuries. US to Offer Alaska

Friday, March 13, 2009 1:48 3 Comments

With all the doom and gloom that has become the current economic cycle, and the fact that the current cycle largely comes as a result of poor debt management, I have always worried a bit about the long term attractiveness of US Debt as an investment vehicle. Yes, I will agree that US treasuries have […]

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Experts Were Right, China’s Economy is Recovering. Just NOT as Fast As They Thought

Wednesday, March 11, 2009 16:45 8 Comments

It only takes a day like today to put force analysts to retrace their footsteps, see where they went wrong when calling for a recovery, and then set off on the path to recovery again. Today’s numbers that China’s February trade figures have PLUMMETED 25.7 % from February 2008 were stunning.  Especially as orders to […]

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World Economic Forum on Youtube

Sunday, September 23, 2007 10:06 No Comments

From September 6-8 the World Economic Forum held its meeting of New Champions in Dalian, which is one of China’s newest champions… for investment. A testament to the power of Web 2.0, and the power of the internet, the entire summit has been put on Youtube, at the World Economic Forum Youtube Channel. With 22 […]

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China’s June Trade Surplus Matters to You

Wednesday, July 11, 2007 8:17 1 Comment

It has just been announced that China’s trade surplus hit an all time high at $26.9 billion USD for June. That is double the amount for June of last year. The only “good” news from a political standpoint is that imports rose by 14.2%, a “sign” that more and more imports are making their way […]

This was posted under category: From the Factory Floor, Going to Market, The Big Picture Tags: , , ,