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- Higher Chinese Iron Ore Imports Are Not Necessarily an Increase in Demand
- Vincent Fernando submits: I pulled an interesting point from Citi's latest June 10th Iron Ore piece by Alan Heap regarding [[BHP]], Rio Tinto RTP, and CVRD. It is a warning signal for those who see a higher BDI and higher Chinese iron ore imports as a "green shoot". ...
- External links 2009-06-11
- Goldman's China Portfolio: Professional Investing or Day Trading Rag?
- Vincent Fernando submits: Sometimes "professional" investment research resembles little more than a day trader rag with nicer charts and fancier wording to make the reader feel less guilty and more professional about the kind of "investing" he or she is actually performing. Thus we point to Goldman's GS recent...
- External links 2009-08-04
- Massive Underlying Risk for Chinese Market Buyers
- Vincent Fernando submits: We're not alone in questioning the prudence of buying into the Chinese market right now. Turns out Andy Xie, previously of Morgan Stanley, has some pretty sober words for what he sees as a bubble in Chinese asset prices. (via Clusterstock, Barry Ritholtz) The...
- External links 2009-08-05
- China's Bull Market: Massive Underlying Risk Still Exists
- Vincent Fernando submits: The best bull argument I can find in regards to the Chinese market is that the government has little choice but to keep liquidity flowing, even if they know this will be negative in the long-term. Since a government "investigation" can't possibly yield much,...
- External links 2009-08-09
- China Contractors Go After Foreign Stimulus Funds
- Vincent Fernando submits: After the creation of a massive construction industry in China, it appears this industry is exporting its services worldwide. Tax payer stimulus dollars doled out by other governments, ostensibly in the interest of the local people, are a prime target. With many countries in...
- External links 2009-09-06
Additional Resources
- China Investment Rewards Failed Blackstone Investment with More Cash
- Vincent Fernando submits: After watching their US$3bn investment in the Blackstone BX IPO shrink by nearly two-thirds (from $29.605 to $12), China Investment Corp is reported to be investing $500mn in Blackstone funds not directly in the stock this time in an attempt to get into markets while prices...
- External links 2009-06-22
- Australia Looks Great for the Long Term
- Vincent Fernando submits: Note that Australia is only one of three developed nations that will show positive GDP growth in 2009. It has just half the unemployment rate of the U.S., sells China raw materials, and has a dynamic domestic economy. by Vincent Fernando
- External links 2009-11-23
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