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Recent Posts
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Tag Archives: China
China Not So Yummy
Wow! Take a look at YUM! Brands’ swan dive today on huge volume after they announced Q4 same store sales in China will be negative. For the fourth quarter, stronger than expected operating performance from Yum! Restaurants International and our … Continue reading
The Shanghai Cliff
The Shanghai Composite is trading very sloppy again and looks like a break of the 3-year low at 1995 is in the cards. Last week it tested and bounced twice off this level on rumored government intervention. Kimble Charting Solutions … Continue reading
China’s Shanghai At New Lows
The Shanghai Composite made a new low in Monday’s trading. The country’s uber bear market seems to have slipped under traders’ radars as global markets obsess over the U.S. fiscal cliff. At the lows on Monday, the Shanghai Composite was … Continue reading
China’s Hu and Wen Economy
Nice graphic from the WSJ’s ChinaRealTimeReport blog of the Chinese economy under the outgoing leadership of Hu Jintao and Wen Jiabao. The upshot? The country’s new leaders have some tough shoes to fill with a slowing economy and the old … Continue reading
Stratfor: China’s New Leaders
Stratfor’s Vice President of International Projects Jennifer Richmond discusses the challenges for China’s new leadership. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)
Posted in China, Geopolitical, Politics
Tagged China, New Leadership, STRATFOR, Xi Jinping
1 Comment
China’s New Leaders
Excellent Reuters graphic on China’s new leadership. The Washington Post opines on China’s new leadership, Those hoping this week-long party congress would send a clear signal in favor of openness and change were largely disappointed that the final Standing Committee … Continue reading
Timothy Geithner on China’s New Leader – WSJ
(click here if video is not observable)
Stratfor: A Conversation on China’s Leadership Transition
Stratfor’s Vice President of International Projects Jennifer Richmond discusses the upcoming Chinese leadership transition and how it will affect the country internally. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)
China Prepares for Leadership Change
(click here if video is not observable)
Letters (e-mails) from Beijing
A good friend of ours – and one smart dude – who works for a very large asset manager was in Beijing this past week kicking the tires and meeting with locals to discuss markets and the economy. Here is part … Continue reading
Global Macro Monitor 