Weekly Roundup: Renewable Energy, Don’t Give Up on China, and Real Estate Markets in China

Tuesday, July 1, 2008 9:33
Posted in category China's Other Cities
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With so much going on in China, and only a limited amount of bandwidth, I have created this weekly post to highlight articles that I feel are (1) important, (2) relevant, and (3) interesting.

This week there are 4 articles that I have chosen to highlight as each are quite interesting, they are all relevant, and there are issues within each that I think you the reader should be aware of.

If you have an article that you feel needs to be mentioned, please do so in the comments section. We all have different areas of interest and bandwidth, so I hope you will take some time and post those articles!

China Renewable Energy and Sustainable Development Report

for those of you who are looking for a great introduction to renewable energy in china, I jsut found this January 2008 report. Quite comprehensive and does a good job of introducing where China stands in terms of manufacturing, investing in, and purchasing renewable energies.

Rogers tells investors not to ‘give up’ on China

There is a lot of bad news about China.  A lot of talk about the +1 model.  A lot of talk about companies going home.  etc.  and while costs are certainly going up, keep in mind that as long as the tide lifts all boats, that means that China is not going to sink.. and there is no reason to jump ship.  There are going to be dips.. there are going to be peaks… it is still a country that is developing at a different speed than the rest of the world, and internally there are 31 flavors to keep investors excited… and that is why I like this article.  It recognizes that there is something larger going on here and it puts it in context

Shrinking House Sales and the Fear of “ Deep Adjustment” Across China

A few weeks ago the phone began ringing late at night.. 10pm on a Saturday, 930 on a Sunday.  Each time it would be proceeded by, or preceded by a text message.   It was our local real estate agent, and he was hungry..  perhaps desperate was the word.  The market wasn’t going down, but he was having a hard time getting it to go anywhere.  We have a classic gap between expectations (sellers are holding steady with high pricing) and reality (buyers recognize that such pricing is too high and are unwilling to pay it.  In Shenzhen there has been a falloff, and I am expecting on in Shanghai soon too.

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