Skip to main content

pianoer 's Library tagged china →  View Popular

19 Jun 09

中国不怕通货膨胀？-华尔街日报

“黑天鹅”对冲基金、渣打银行分析师、瑞信经济学家、拉弗协会主席，这些认为经济面临通货膨胀威胁的人都是民间人士；而中国总理、美国财长、IMF总裁，以及世行报告撰写人，则都可以归入官方人士之列，而他们对通货膨胀的担心程度显然不及民间学者。

chinese.wsj.com/...EDR160816.asp - Preview

china inflation

分析：中国经济复苏能否持续？ - FT中文网 - FTChinese.com

三是宽松的货币政策可能带来资产价格泡沫和不良贷款。尽管货币供给持续上升(5月份M2增25.74%)，由于中国普遍存在产能过剩的现象，消费价格的通胀并不明显(CPI仍为负值)，但资产价格却出现不合理上涨的趋势。这表现为房地产价格和销量上涨，实际开发投资的增幅却很低；股票价格快速上涨，上市公司利润却在下滑。信贷的超常增长，也给银行资产留下隐患，尽管坏账不会在第一时间出现。

www.ftchinese.com/story.php - Preview

china

17 Sep 07

FT-NY listings flatter China's top 10

  • There were different problems at the companies including insufficient cash flow to fund cash needs and a history of negative working capital, a condition that exists when a company grows rapidly, but which is unsustainable in the long run. The study found signs of possible earnings management with low allowances for bad debt and other provisions not keeping pace with inventory growth. That may mean so-called “cookie jar” accounting – where companies lower reserves and use excess cash to boost revenues.
28 Feb 07

China needs many things but not a new growth engine--FT中文网 - FTChinese.com

  • Arguing that China should increase domestic consumption is tantamount to arguing that it should save less, hence invest less and – other things being equal – grow more slowly.
  • “if it ain't broke, don't fix it”
    >
  • 1 more annotations...
27 Feb 07

Chinese stocks drop sharply - International Herald Tribune

  • The benchmark Shanghai Composite index, which had passed the 3,000 milestone on Monday following the weeklong Chinese New Year holiday, shed 268 points, or 8.8 percent, to close at 2,771.79


    The smaller Shenzhen Component index fell even further, dropping 797.87 points, or 9.3 percent, to close at 7,790.82

Saudis may drop planned China petrochemical plant - International Herald Tribune

  • Saudi Basic Industries may find another location for a $5.2 billion petrochemical plant planned for China if Beijing keeps delaying approval for the project, its chairman said Sunday.

FOXNews.com - Academy Awards for the Real World - Finance | Personal | Business | Personal Finances

  • Best Foreign Film – China Stock Market. The Shanghai Composite Index filmed a beautiful screenplay in 2006, rising exponentially from around 1100 to nearly 3000. But there's something to be wary of in this movie, as the February issue of the Elliott Wave Financial Forecast points out: "Chinese stock-buying frenzies are getting to be like 'Rocky' movies; they keep coming and coming. Of course, there is a very important difference; they don't end happily."





    That refers to the original version of the movie, known as Red Chip Fever, that took place in Hong Kong's main stock index, the Hang Seng, in 1997. After a strong rise, the Hang Seng topped a month after Hong Kong reunited with mainland China and fell 46 percent in three months. EWI's analysts see the latest Chinese mania coming to an abrupt end, the same way the rise in housing stocks and copper did over the past two years.

26 Aug 06

digg - Chinese Bank Is Buying Some Bank of America Branches

  • Bank of America bought a significant portion of CCB before they went public on the Hong Kong Stock Exchange. This was a really big deal last year because CCB was the first of the Big Four state Chinese banks to be publicly traded (Bank of China went public earlier this year). BofA doesn't have a significant retail banking presence in Hong Kong and Macau anyway, and as more affluent Mainland Chinese start using HK and Macau as a tourist destination it just makes more sense for those branches to be CCB than BofA.



    A lot of these posts are really
    alarmist
    "China owns the USA" nonsense. China is funding American debt, but our consumer spending provides jobs for Chinese. If our consumption pattern slacks off it's going to be bad for America but disasterous for China. They just don't have the domestic demand to make up for the export revenue they get from America.
  • alarmist
  • 4 more annotations...
1 - 18 of 18
Showing 20▼ items per page

Selected Tags

Related Tags

Sponsored Links

Ads by Google

Diigo is about better ways to research, share and collaborate on information. Learn more »

Join Diigo