China
Is the Chinese Economy Recession-Proof?
Interesting panel discussion with several Chinese economists via McKinsey Quarterly.
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Asia Economic Outlook from CLSA Conference
Frank Holmes, CEO of US Global Investors, shares a few interesting notes from his trip to the latest CLSA investment conference in Singapore.
The conference in Singapore also featured presentations by CLSA strategists and economists looking at the broader economic outlook for 2009 and 2010. Here are some of the interesting points made in those presentations:
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Must Read: Beware of Chinese Stocks on OTCBB
If you’re convinced that you have come across an amazing, undiscovered Chinese company trading on the OTC Bulletin Board, do yourself a favor and check out Peter Fuhrman’s blog China First Capital. Peter’s an investment banker who specializes in raising capital for Chinese companies and he knows the Chinese IPO landscape pretty well. And it’s [...]
How to think about Chinese Stocks
Vitaliy Katsenelson has a skeptical piece on China’s economic “miracle” at MSN Money. As we pointed out earlier this month, skepticism has never been a strong suit of the Raging China Bulls and it’s refreshing to hear intelligent, contrarian voices like Vitaliy on the investment side or Derek Scissors for a broader economic/political view.
But there’s [...]
Must Read: Fact and Fiction in China
China is without question one of the biggest and most important markets for global investors to understand. Whether you’re a Bull or Bear on Chinese stocks, you need to understand how the Chinese economy will affect the companies in your portfolio, wherever those companies may be located.
Investors also need to be able to filter through [...]
