Tag Archives: China

Five Good Reads

Posted on January 8, 2014 by macromon

Did Soros Just Predict a China Crash? – Bloomberg “There is an unresolved self-contradiction in China’s current policies: restarting the furnaces also reignites exponential debt growth, which cannot be sustained for much longer than a couple of years,” Soros wrote… … Continue reading →

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You’ve come a long way, China!

Posted on December 17, 2013 by macromon

Wow, this really hits home just how far China has come over the past four decades. In their book Red Capitalism, the authors write that Deng Xiaoping led a large Chinese delegation in 1974 to a special session of the … Continue reading →

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

UK courts Chinese money – FT

Posted on December 4, 2013 by macromon

Ahead of this year’s Autumn Statement, David Cameron is hoping for a tightening of commercial ties between the UK and China, reports Seb Morton-Clark. But is there much substance beyond the headline projects? For more video content from the Financial … Continue reading →

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China: The road to reform – FT

Posted on November 14, 2013 by macromon

The FT’s Beijing correspondents look at the reforms announced at the conclusion of the third plenum of the 18th CPC Central Committee. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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China’s reform coming-out party, demystified – ReutersTV

Posted on November 6, 2013 by macromon

Nov. 6 – If you’ve been following the news from China, you’ve likely heard about the upcoming ‘third plenum.’ But just what is it and how vital is it to the country’s future?  Jane Lanhee Lee reports. – ReutersTV (click … Continue reading →

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China’s rebound looks unsustainable – FT

Posted on October 20, 2013 by macromon

The FT delivers up some chum for the Panda bears.   Self included. China’s growth rate rose back to 7.8 per cent in the third quarter, but according to Liu Li-Gang, ANZ’s chief China economist, that growth still relies on investment … Continue reading →

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Statfor’s Fourth Quarter Forecast Preview

Posted on October 1, 2013 by macromon

Stratfor Vice President of Global Analysis Reva Bhalla previews Stratfor’s fourth quarter forecast publishing tomorrow.       For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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China’s dam-building – Economist

Posted on September 19, 2013 by macromon

(click here if video is not observable)

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Still Panda Bears

Posted on September 3, 2013 by macromon

The FT video below  does good job explaining China’s continued addiction to debt. This is why we remain bears on China even as the recovery in the country’s manufacturing sector accelerates (apparently). Monetary policy and the financial sector are still … Continue reading →

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China and the internet – The Economist

Posted on April 16, 2013 by macromon

Stunning,  564 billion people online! (click here if video is not observable)

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