Pages
- About
- Climate
- Humour
- Index Investing: The Fallout
- Joy of Charts
- BoA ML Fund Manager Survey
- Canadian Economy
- Central Europe’s Special Hell
- China: Boom to Bust?
- Commodities
- Euro: Breaking Up Isn’t Easy
- Fund Flows
- Funds
- German Economy
- Irish Luck
- Obama’s Approval Rating
- Retail Sector Trends
- St Louis Fed Economic Charts
- The Economist’s Big Mac Index
- The Stock Market
- US Banks
- US Economy
- US Property Market
- VIX Volatility Index
- Wind in the UK’s Sails?
- Subprime Mortgage Scandal
- Wordbites
Categories
Archives
Tags
Asia banks bond market bond markets Brazil Canada CFTC China clean energy climate commodities consumer corporate bonds currency manipulation Deutsche Bank ECB electric cars EPA ETF EU Euro France Germany global warming Goldman Sachs Greece housing Hypo Real Estate Ireland Italy Japan manufacturing Morgan Stanley Obama oil Portugal regulation retail sovereign debt crisis Spain UK Unemployment US Wall St WTO
Tag Archives: China
The Game is Up for the Commodity Super-Cycle as the Yo-Yo Years Begin
If a blizzard of awful Chinese economic data isn’t enough to convince you that China is heading into a deflationary slump and the commodity “super-cycle” is coming to an end, then the deepening crisis in the euro-zone should be. That’s because not only will a massive reduction in foreign lending by European banks hurt investment in emerging markets, but supplier economies will be hit disproportionately, as they were post-Lehman.
Posted in Commodities, Companies, Economy, Uncategorized Also tagged Australia, Austria, BHP Billiton, Brazil, Canada, ECRI, Europe, France, Germany, Italy, Japan, Korea, Lehman Brothers, Morgan Stanley, Taiwan, US, Yo-Yo Years 1 Comment
Looming Electricity Shortages are Killing Jobs in Britain
Disadvantaged by carbon emissions regulations, the developed world is losing jobs to the developing world at an alarming rate. But nowhere is investment more threatened by energy policy than in Britain, the only country in the world which is committed to closing down virtually all of its economy, so that it can cut emissions of carbon dioxide and other greenhouse gases by 80% of 1990 levels by 2050.
Posted in Economy, Global Warming Scare, Uncategorized Also tagged chemicals, energy crisis, Germany, Japan, nuclear energy, pharmaceuticals, UK, wind energy Leave a comment
Is China Heading for a Hard Landing?
A “soft landing” in China is beginning to look like wishful thinking. To cushion the blow to exporters during the global financial crisis, the Chinese property bubble was inflated recklessly. Built on the foundations of excess investment the Chinese economy had become a house of cards requiring growth to avoid collapse. However, China has had to choke credit to the property sector because absurd property valuations and inflation were beginning to affect social stability. Now the runaway train of development is going off the rails just as the euro-zone crisis is threatening global trade, and the shockwaves will be felt across the world.
A New Wave of Chinese Accounting Scandals Puts Pressure on Regulators to Act
The Sino Forest scandal last year put the spotlight on dodgy Chinese accounting. Chinese companies listed in the West and, were likely to become uninvestable, the Angry Analyst argued. Such negative publicity was also likely to damage confidence in Hong Kong listed stocks. Since then, a wave of new frauds in has hit Chinese companies in New York and Hong Kong, leading to growing pressure on Western regulators to take action.
Posted in Companies, Stockmarket Also tagged auditors, Deloitte, Ernst & Young, fraud, KPMG, Nasdaq, PCAOB, PricewaterhouseCoopers, SEC, Sino Forest Leave a comment
The EU’s Carbon Tax on Airlines Won’t Fly
‘Saving the planet’ was always going to bring the EU into conflict with countries not foolish to cripple their industries with anti-carbon taxes. But the EU is now trying to impose its emissions trading scheme directly on non-EU airlines. So it's not surprising that China has put a shot across the EU’s bows - in what could turn into the first carbon war - by blocking a $3.8 billion dollar order by Hong Kong Airlines for 10 Airbus superjumbo aircraft.
Posted in Companies, Economy, Global Warming Scare, Politics Also tagged Airbus, carbon taxes, climate Leave a comment
The West’s Manufacturing Continues to Pay for Green Gesture Politics
The true economic cost of Western government’s obsession with fighting global warming is becoming increasingly apparent. News that a fifth of the UK’s soaring energy bills now consist of hidden environmental subsidies has brought home the cost of Britain’s economically suicidal commitment to reduce CO2 emissions by 80% within 40 years. It can’t be long before there is a political backlash from consumers and industry against the West's green gesture politics.
Posted in Companies, Global Warming Scare, Stockmarket, Uncategorized Also tagged climate, coal, EU, fuel poverty, Germany, manufacturing, renewable energy, steel, UK Comments closed
Transparently Time to Sell Chinese B Shares.
The entire Chinese stock market is feeling the weight of fraud fears, as growing concerns about accounting irregularities in US-listed stocks tars every stock with the same brush.
Bursting the Bubble of Chinese Competitiveness
What should alarm investors in Asia is the speed at which China is losing competitiveness. Inflation in China is probably more intractable than official headline statistics reveal, and because Chinese productivity is failing to keep pace with wage increases, while US productivity is far outstripping wage increases, the wage differential between the US and China is being compressed. So significant is the loss of Chinese competitiveness, that it’s argued that American manufacturing could experience a renaissance over the next five years.
Posted in Commodities, Companies, Economy, Uncategorized Also tagged Goldman Sachs, manufacturing, offshoring, onshoring Comments closed
A Glut of Metal Stocks in China Spells Doom for Mining Companies and Australia