Category Archives: China

Foreign Affairs: China’s Political Transition

Posted on October 18, 2012 by macromon

More perspective on a very important global event. Managing Editor Jonathan Tepperman interviews Eurasia Group analyst Damien Ma on China’s political transition, economic slowdown, and social inequality. Ma unpacks U.S.-Chinese relations, the Diaoyu (Senkaku) Island dispute, and the potential economic … Continue reading →

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China manufacturing model under threat – Reuters

Posted on October 17, 2012 by macromon

Put this on the your inflation and profit margin watch.  And start monitoring prices at Costco and WalMart, which we see already ticking higher.  Also see our past posts. Companies like Foxconn, which assembles most of the world’s iPads and … Continue reading →

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All Eyes on China Growth – Reuters

Posted on October 14, 2012 by macromon

China’s Q3 GDP data due Thursday could send further worrying signals about the world’s second largest economy, just as a new leadership is poised to take the helm. Tara Joseph reports. – ReutersVideo Money quote: …It is very clear the … Continue reading →

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Global Equity Rally Hangs By A Thread

Posted on October 14, 2012 by macromon

This is a critical week for most major global equity indices.   Many are right at or just through their trend support lines and ironically have been selling off since the September 13th announcement of further quantitative easing. With the Fed … Continue reading →

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China’s Political Transition

Posted on October 13, 2012 by macromon

While the U.S. focuses on its presidential campaign,  China will also choose its new leader just two days after the November 6th election day. Here’s Time magazine, Two days after the U.S. chooses a new President another country will get … Continue reading →

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Chinese Government Debt Driving up Forced Eviction

Posted on October 11, 2012 by macromon

You thought the U.S. and Europe has problems?   What a way to generate government revenue, no? This doesn’t help the perception that China is a very stable place.  More fuel for the Panda Bears. Forced evictions in China have risen … Continue reading →

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Black Swan Watch: Japan could pull out of China

Posted on September 25, 2012 by macromon

This could be big and is not priced.  Keep it on your radar. (click here if video is not observable)

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Peak Chinese Billionaires

Posted on September 24, 2012 by macromon

Billionaires in China have fallen in numbers for the first time in seven year, according to a report by Hurun, a luxury magazine publisher. Hurun’s annual report on China’s richest 1,000 people said that this year, China had 251 people … Continue reading →

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Shanghai Ugly

Posted on September 23, 2012 by macromon

(click here if chart is not observable)

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Economist Cover: War Over These?

Posted on September 20, 2012 by macromon

The new cover story of the Economist.  Gulp! Low probability, high impact event and very unlikely but keep it on your radar. …Amid heated rhetoric on both sides, one Chinese newspaper has helpfully suggested skipping the pointless diplomacy and moving … Continue reading →

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