Saturday, 27 December 2008
Global Financial Crisis: Weathering the Storm
Meanwhile, watch China and Russia. With Chinese authorities in full stimulus mode through spending, monetary easing and other measures to boost confidence, we see a good chance that construction and commodity demand will begin to recover by the middle of 2009. This could have significant, positive implications for market sentiment. On the other hand, Russia’s severe domestic banking system weakness has been surprising, making this economy a potential downside factor.
Global Financial Crisis: Eastern Edge
Their economies’ new openness set them up for a fall, but the stars of the former Soviet bloc will rise again.
Global Financial Crisis: Surviving the Tsunami
The international financial crisis offers China a valuable opportunity for economic reform
China to Allow Yuan for Trade Settlement
A step forward in making the yuan an international currency; practice limited to designated regions
Economic Stimulus: Easier Said than Done
The Chinese government’s ambitious economic stimulus program looks great on paper. But it’s problematic backstage.
Mutual Funds Show Heavy Losses for 2008
There was one safe bet that mutual fund investors could make in 2008 – that the stock market was a place to lose a lot of money.
“The Biggest Bubble of All . . . U.S. Government Debt”
PhD economist Marc Faber said in a recent interview that the last bubble to crash will be in long-term U.S. treasury bonds. Indeed, Faber has suggested shorting long-term treasuries at just the right moment. (He also is confident that - sooner or later - the U.S will go bankrupt).
China to Lift Auto Sector through Perks to Scrap Cars
China plans to offer incentives for car owners to scrap their old models in favour of new ones, in a bid to lift the auto industry as it enters a period of crisis, state media said Saturday.
Can Banks Save Chengdu’s White Elephant?
A buyer has emerged for part of an elaborate office complex built by the Chengdu city government. But controversy continues
Four Million Migrant Workers Go Home to Henan
Until December 20, more than 3.77 million migrant workers have returned to Henan Province, 60 percent of whom lost their jobs due to the economic slowdown. Henan has the largest population in China and is one of the major labor sourcing provinces.
Proof that China Will No Longer be Bullied
I have stressed several times in this column this year that China will no longer be bullied; recent incidents have proved my point. When French President Nicolas Sarkozy disregarded Beijing’s warnings and met - in his capacity as head of the European Union - the Dalai Lama in Poland, Beijing cancelled the Sino-European summit and its Airbus orders.
Beijing should not rebuff moderating Taipei stance
This is not a time to put the squeeze on Taiwan. This is a time for generosity of spirit.
Wine Lovers Uncork Cellar Stock, Drain Sales
California winemakers feel the pinch as consumers switch to cheaper wines, cut down binges
SGX Should Set Governance Benchmark
In many areas, appearances do not matter. But it does in corporate governance. If the SGX is truly seeking to uphold high standards of corporate governance for the whole market, it has some issues of its own to address.
Quantitative Analysts’ Reputation in Tatters
They’re blamed for compounding risk, exacerbating crash
M&As Seen for Tech, Oil and S-Chip Sectors
Distressed valuation levels provide such opportunities: DBSV
Stimulus Plans Draw Funds to China Stocks
Templeton, BlackRock adding to holdings in China, forecasting stock market recovery
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