All Posts Tagged With: "China"

Is the Chinese Economy Recession-Proof?

Interesting panel discussion with several Chinese economists via McKinsey Quarterly.

2Jun2009 | admin | 0 comments | Continued

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 [...]

20May2009 | admin | 0 comments | Continued

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 [...]

10May2009 | admin | 0 comments | Continued