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- Don't Buy the Blame Asia Meme
- Edward Harrison submits: There seems to be a blame game making the rounds in policy circles these days in which Asia is at fault for the credit crisis and economic downturn. The meme goes like this: Everything was fine until the Asians started manipulating their currencies and creating excess...
- External links 2009-01-28
- Protectionism in China - Something to Worry About
- Edward Harrison submits: During the Great Depression, it was the Smoot-Hawley Tariff Act, which in hindsight is blamed for triggering a wave of protectionist actions globally. Protectionism was a major contributor to the downward spiral that created depression. So, have we avoided this kind of outcome this go...
- External links 2009-06-21
- China?s Present Growth Built on Malinvestment
- Edward Harrison submits: Late last year, I predicted that China, as a major exporter to the West, would feel a huge impact from the meltdown in the global economy, taking its growth rate down to 2% (See Top ten predictions for the 2009 global economy). Forgetting about the fact that...
- External links 2009-06-30
- China's Stock Market Bubble Inflating
- Edward Harrison submits: As If you didn’t know this already, the wall of money being funneled through Chinese banks is creating a massive speculative bubble in shares. The Telegraph reports: Under orders from the government, China’s banks have flooded the economy with new credit this year, advancing...
- External links 2009-06-30
- Japan Defends Dollar?s Status, China Tears It Down
- Edward Harrison submits: In the lead-up to next week’s G8 summit, the Chinese have been making yet more noises about setting up a new monetary system without the dollar as its anchor and leading reserve currency. The Chinese, who have maintained a export orientation which has made them the...
- External links 2009-07-05
- China Wants All of Repsol?s Latin American Oil Assets
- Edward Harrison submits: You have probably heard the stories about China National Offshore Oil Company (CNOOC) bidding for Repsol YPF’s REP Argentine assets in a quest for more natural resources for China. Well, apparently, the Chinese want a lot more than just Argentina; they want the whole of Repsol’s Latin...
- External links 2009-07-06
- Chinese Retaliation - Detained Rio Executive Should Make Us Nervous
- Edward Harrison submits: Rio Tinto RTP was one of those companies which levered up just as the economy was turning down, rushing its bottom line and forcing it into the hands of Chinalco, a large Chinese commodities company. However, as commodity prices have turned up and investors have simultaneously...
- External links 2009-07-08
- Why I Was Wrong About the Need for a New Currency
- Edward Harrison submits: A few days ago I wrote a post “Japanese defend dollar’s status while China tears it down” in which I defended the Japanese support of the dollar, saying it was in no one’s interest to see a change in the currency markets right now. I have...
- External links 2009-07-12
- Chinese Company Tests U.S. Legal Waters, Sues Best Buy, Wal-Mart
- Edward Harrison submits: Back in the 1970s, a Japanese car would be laughed off the road in America as a cheap poor man’s vehicle. But things changed. Remember the Datsun 240Z? That was a car that showed us the Japanese were for real. Datsun became Nissan NSANY and spawned...
- External links 2009-07-16
- China Growth on Track, But at What Cost?
- Edward Harrison submits: This comes via Brown Brothers Harriman. I have highlighted the parts of particular note. Macroeconomic Update: by Edward Harrison
- External links 2009-07-21
- Hugh Hendry on China ? The Emperor Has No Clothes
- Edward Harrison submits: This is an astonishing video in China with Hugh Hendry, the money manager who is bearish on China who I profiled earlier this month. In it, he shows us building after building after building – all of them massive and all of them empty. And...
- External links 2009-07-25
- Why China's New Loan Regulations Are Cause for Concern
- Edward Harrison submits: In late June I posted two items, China’s present growth story is built on malinvestment and Chinese stock market bubble inflating, on the building bubble in Chinese lending and asset markets. The crux of the posts was that China, in its efforts to reflate the economy...
- External links 2009-07-27
- Marc Faber: China's Economic Numbers Are Fake
- Edward Harrison submits: Late last year, I anticipated that the global slowdown would bring China’s GDP growth down to 2%, a level that would make most nations envious but which would have been catastrophic for China. In the end, robust government stimulus has saved the day, as spending for...
- External links 2009-07-30
- Stephen Roach Sees W-Shaped Recovery for China
- Edward Harrison submits: The US is not the only place where a double dip downturn is to be feared. China has its own economic imbalances to deal with. Too much money is being thrown at the problem creating malinvestment and a bubble economy, shares having doubled this year...
- External links 2009-08-05
- China's Conspicuous Consumption
- Edward Harrison submits: Many economic prognosticators believe Chinese consumption growth is key to a global economic recovery. The US consumer, who had been the buyer of first and last resort during the bubble years, is tapped out and indebted. The new engine of global growth must come from...
- External links 2009-08-16
- China's Latest Moves Closer to Having an International Currency
- Edward Harrison submits: In the latest move toward China’s long-term strategy of internationalising its currency, the Chinese Ministry of Finance announced today it will issue government bonds valued at 6 billion yuan in Hong Kong. The last article I wrote on this subject was a little over a...
- External links 2009-09-08
- Spare a Dollar? Why We Need a New Monetary System Now
- Edward Harrison submits: Earlier Wednesday I wrote a post featuring comments by Marc Faber as I like to do from time to time. In this particular case Dr. Faber was waxing prosaically about an eventual bankruptcy of the U.S. government. His money quote was: Next station is when...
- External links 2009-10-15
- China's Huge Property Bubble
- Edward Harrison submits: The following post is from Stratfor via John Mauldin, who is a Best-Selling author and recognized financial expert. He is also editor of the free Thoughts From the Frontline that goes to over 1 million readers each week. For more information on John or his FREE weekly...
- External links 2009-10-16
- China: Reflation Play Spells Trouble for Rest of World
- Edward Harrison submits: By Marshall Auerback Marshall Auerback here. You saw Ed’s last post on China, quoting from Peter Tasker, one of the top analysts in Japan when I lived there. I take Peter’s insights very seriously. His analysis implies something a lot more in regards to currencies, trade and...
- External links 2009-11-03
- Geithner: 'Market-Oriented Exchange Rates in Line with Economic Fundamentals Will Be Essential'
- Edward Harrison submits: Is it just me or did Secretary Geithner just talk out of the other side of his mouth? Thursday he wrote an Op-Ed in the Wall Street Journal with two Asian leaders to mark a big meeting of APEC Asian Pacific Economic Cooperation in Singapore. ...
- External links 2009-11-13
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