Edward Harrison submits:
Another classic from Bloomberg News. It runs about 22 minutes.
I love Roach’s quip in jest to Chanos: "You ignorant slut." That quip in jest belies the congruence in Roach and Chanos’ views. Roach does say: "I’m not denying there’s not a bubble." He just feels the bubble will not lead to the kinds [...]
Paul Torelli submits:
Edward Chancellor, the very well-respected British financial journalist, recently penned a little paper called “China’s Red Flags” in which he argues China shows all the classic signs of a bubble economy. Chancellor has written several books which focus on market speculation and crashes, so the temptation is to respond that he has [...]
Abbi Adest submits:
MIE Holdings (MIE), one of the largest independent oil companies in China, is expected to go public this week.
All excerpts are from the company’s most recent F-1 filing.
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Invest With An Edge submits:
By Brandon Clay
China’s growth story has been hard to ignore the last few years. The world’s largest country by population may still be considered an “emerging” market, but at least parts of China are as developed as anywhere else. China is now the third-largest economy in the [...]
Mark J. Perry submits:
Good article in today’s Wall Street Journal by WSJ Asia editor Joseph Sternberg, sub-titled "You’re not going to change the balance of China trade by adding 25 cents to the cost of a T-shirt."
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Prieur du Plessis submits:
Marc Faber talks with Bloomberg about the outlook for China’s economy. Faber also discusses Greece’s debt crisis and the euro, the commodities market, and the implications of political unrest in Thailand for the nation’s economy and stock market.
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The Fundamental Analyst submits:
Jim Chanos of Kynikos Associates guest hosted CNBC’s Squawk Box this morning and was once again vocal about the looming Chinese property bubble. He had an interesting anecdote, which I could not verify on any mainstream news sources, that a certain large property developer in China started offering a hefty 15% [...]
ChinaBio Today submits:
Sinovac Biotech Ltd. (NSDQ: SVA) said its subsidiary Sinovac Dalian, a JV formed in January 2010, has applied to the SFDA to begin clinical trials of a mumps vaccine. The application is the first from the JV and also the first live attenuated vaccine from Sinovac. Sinovac [...]
Hard Assets Investor submits:
By Brad Zigler
There’s probably no better bellwether of China’s bubbling economy than the price of lead, since it is both a leading producer and consumer of the stuff. The country’s surging demand for automobiles and electric bicycles—all requiring lead-based batteries—has been the main reason for the metal’s record price advance.
Complete Story [...]
Xiaofan Zhang submits:
DT2 and Chuangshi Xiyou gaining momentum. With recent NetEase (NTES) related news headlines dominated by World of Warcraft (WoW) and MSN China, I would like to remind investors that NetEase’s new 2.5D game DT2 (Da Tang Wu Shuang) has become a significant earnings contributor. According to my research, DT2’s Peak Concurrent Users [...]