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China: A Rolling Loan Gathers No Loss
“China: A Rolling Loan Gathers No Loss” – Kyle Bass Via HD Capital Partners Five years ago, China was viewed by many as both the world’s most resilient economy and its rising superpower. As the West...
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GMO International Active EAFE Strategy 4Q15 Letter: China appears to have...
GMO International Active EAFE Strategy commentary for the fourth quarter ended December 31, 2015. #cm-sign-up .cm-clear{clear:both}#cm-sign-up...
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China’s Challenges In The Year Of The Monkey
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OFR Notes Redemptions And Warns Of Risk From Credit Hedge Funds
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Brexit, Bank Stocks, Currency Wars: The Usual Suspects – Rothschild
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China Throws Open Its Bond Market
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China Thermal Coal Consumption Slows, As India Sees Huge Growth
Thanks to a plateau in coal demand for power generation and a decline in coal demand for other purposes, China’s domestic consumption could remain virtually stagnant over the next five years, suggest...
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Ron Muhlenkamp 1Q16 Letter: Negative Rates Would Do More Of What Low Rates Did
Ron Muhlenkamp’s letter to investors for the first quarter ended March 31, 2016. In the spirit of our times, when trigger warnings abound, we should probably warn you now that what we’re about to...
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These 5 Trends In China Will Change The Gold Market Forever
These 5 Trends In China Will Change The Gold Market Forever by Hard Assets Alliance Apple spent about five years developing the iPhone, which has changed the smartphone market forever. Until the...
View ArticleThe Titillating And Terrifying Collapse Of The US Dollar. Again.
The Titillating And Terrifying Collapse Of The US Dollar. Again. by Michael Pettis – China Financial Markets Foreign perceptions about the Chinese economy are far more volatile than the economy itself,...
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Verde April 2016 Commentary: Risks From China Are Back
Verde Asset Management commentary for the month ended April 30, 2016. The fund performed well in April with fixed income positions, and also in the book of coins, while the share of stocks had small...
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Matthews Asia May 2016 Country Updates: China, India, Japan, Korea &...
Matthews Asia May 2016 Country Updates: China, India, Japan, Korea & Southeast Asia China/Hong Kong In May, the MSCI China Index returned -0.61%. Hong Kong’s Hang Seng Index returned -0.50% in...
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Here’s Why China “Hard-Landing” Worries Are Overblown
Here’s Why China “Hard-Landing” Worries Are Overblown by Mauldin Economics Although a number of well-known hedge fund managers such as Kyle Bass and George Soros have publicly stated they believe some...
View ArticleIs The Renminbi A Safe Haven?
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Forget Brexit, Watch China And The Renminbi
As the world’s attention has been fixed on Brexit and meltdown of the European financial system, China has been quietly devaluing its currency without causing too much turbulence in the financial...
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Metals, Crude, Unfazed by Presidents and Chinese Economy
Is it just us, or is everyone talking politics these days amidst the US conventions and upcoming election. While data journalists will tell you that it’s all relative when debating whether the economy...
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Chris MacIntosh Talks With Worth Wray (Global Macro Strategist) – Part Deux
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GMO – The Reserve: The Dollar, The Renminbi, And Status Of Reserve
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