Tag Archive: China

Should I Chase The Rally – Greenspan Was Wrong Then Right On Animal Spirits

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Photo courtesy of Ms Jeannie Tan, S.F.   People are calling and chatrooms are buzzing with friends saying they were cashing out of their DBS stocks at SGD 18, after the steepest rally… Continue reading

Time For Another Asian Crisis

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   Emerging market funds have seen record breaking weekly inflows for the month of July led by hard currency funds and their ETFs. “Emerging… Continue reading

Ad Hoc Commentary – China is overreacting to Soros, should shed light on currency policy instead

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“Lee has a toy factory. He sells his toys in equal volumes to Jacques and Joe. One day, Jacques committed suicide, and Lee soon lost 50% of his export market. Lee soon ran… Continue reading

Looking at Uranium

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The uranium sector was hit hard in the aftermath of the 2008 Financial Crisis, then came another crisis in 2011, when a massive earthquake damaged nuclear facilities in Japan. That caused another big… Continue reading

China, Shaken But Not Stirred

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ********************************   Reading through a report on China with great alacrity and… Continue reading

The Unfair Upper Hand Of The Chinese Yuan

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The Chinese yuan and their 6 rate cuts this year including 1 devaluation is still errr, the 5th best performing currency in the world of trade-able currencies this year against the mighty USD… Continue reading

China Focus : President X Says Take It Or Leave It

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A short one on China ahead of the Golden Week. Maybe the West has learnt a thing or two about Eastern diplomacy just like I learnt 20 years ago in culture class that… Continue reading

Central Banks : What Are They Not Telling Us ?

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** After 18 years in the markets and a few crises along… Continue reading

CHINA FOCUS : WAR HEROES AND ENEMIES OF THE STATE

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A friend sent me this photo of the Chinese parade on Friday with incongruous blue coloured tanks which I thought would be a good camouflage assuming tanks could fly in the “blue sky”… Continue reading

CHINA FOCUS : WALKING CABBAGES, LEAVE ME ALONE, LEST IT COMES BACK TO BITE YOU

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We have the lowest weekly close for the SHCOMP since March, scores of Chinese tourists wounded in the Bangkok bombings and CNH settling down in a new trading range this week and what… Continue reading