Category Archives: China

Game Change: Bakken Shale Production 1985-2010

Posted on March 18, 2012 by macromon

We have this sense that the global economic tectonic plates are shifting before our very eyes.  America, the land of cheap energy and the new efficient production frontier? Here’s Reuters last week, America’s steel industry, for decades a symbol of … Continue reading →

Posted in Black Swan Watch, China, Commodities, Crude Oil, Energy, Fiscal Policy, Geopolitical | Tagged , , | Leave a comment

China Development Forum 2012 Agenda

Posted on March 17, 2012 by macromon

“China and the World: Macro Economy and Structural Adjustment”. (click here for videos)

Posted in China, Economics | Tagged | Leave a comment

China Development Forum 2012: Christine Lagarde

Posted on March 17, 2012 by macromon

From the International Monetary Fund website: Opening Ceremony, China Development Forum 2012 Guest Speech by Christine Lagarde, IMF Managing Director Beijing, Sunday, March 18, 2012 As prepared for delivery Good morning. It is an absolute pleasure to be back in … Continue reading →

Posted in Black Swan Watch, China, Economics | Tagged , , | Leave a comment

China Real Estate: “Prices Will Fall By 50%”

Posted on March 17, 2012 by macromon

Sound familiar?  Keep this one on your radar. NTD Television writes, Chinese real estate has been seen as such a quick and lucrative investment that a special term, “chao fangzi” or “stir-frying houses,” was invented to describe property speculation. But … Continue reading →

Posted in Black Swan Watch, China, Housing | Tagged , | 4 Comments

Stratfor: China’s Trade Deficit

Posted on March 16, 2012 by macromon

(click here if video is not observable)

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Shanghai Court Gives Apple Green Light to Sell iPad

Posted on February 27, 2012 by macromon

(click here if video is not observable)

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Asia Is The World’s Largest Oil Consuming Region

Posted on February 26, 2012 by macromon

Nice data from the EIA showing petroleum consumption by region.  This, in part, explains why the stock rallies are starting to sputter in Korea and India, both heavily exposed to oil prices. Bloomberg reports that “in 2011, Japan, South Korea, … Continue reading →

Posted in BRICs, China, Crude Oil | Tagged , , , | Leave a comment

China Flash PMI At 4-month High

Posted on February 21, 2012 by macromon

From today’s Markit release, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “Growth remains on track of slowdown, despite the marginal improvement in the headline flash … Continue reading →

Posted in China, Economics | Tagged , , | 1 Comment

Stratfor: Why is Tibet Important to China?

Posted on February 20, 2012 by macromon

Good stuff from Stratfor. (click here if video is not observable)

Posted in Black Swan Watch, China, Geopolitical | Tagged , | 3 Comments

The New Normal: Resource Poaching

Posted on February 5, 2012 by macromon

Guess we should get used to it. (click here if video is not observable)

Posted in China, Crude Oil, Geopolitical, Japan | Tagged , , , | 1 Comment