Posts Tagged ‘
China ’
Sep 15th, 2010 |
By Byron King |
Category: Economics, Featured, International
Recently, the U.S. Treasury Department released data showing an 11% decline in official Chinese holdings of U.S. government bonds during the past year.
The Chinese government isn’t adding to its U.S. bond position. Nor is it rolling over its previous purchases. Instead, between September 2009–June 2010, Chinese holdings of U.S. bonds ...
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Tags: China, U.S. bonds, U.S. debt, U.S. dollar
Posted in Economics, Featured, International |
10 comments
Aug 23rd, 2010 |
By Dan Denning |
Category: Featured, International, Politics
If Henry David Thoreau was right when he wrote, “That government is best which governs least,” then Australia got itself the best government in the world on Saturday.
Of course technically speaking, Australia didn’t elect a government. And that government which is not a government cannot govern at all. Thus, “not ...
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Tags: Australia, China, Federal Reserve, government, Mineral Resource Rent Tax
Posted in Featured, International, Politics |
4 comments
Aug 2nd, 2010 |
By Chris Mayer |
Category: Featured, International, Investing Strategies
Investing always involves a kind of leap of faith. Investors have to believe that the numbers they are looking at are real. They have to believe that the financial statements reasonably reflect reality. Without that trust, there is no point in going further. The investor is like a cook unsure ...
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Tags: China, Chinese stocks, due diligence
Posted in Featured, International, Investing Strategies |
3 comments
Jul 12th, 2010 |
By Chris Mayer |
Category: Featured, International
One of the most important — yet least widely known — sectors of the global economy is in the beginnings of a rebound.
It’s called the machine tool industry. It’s the backbone of manufacturing. Machine tools cut, grind and shape metal to make components for machines. Machine tools include things like ...
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Tags: Asia, China, manufacturing machine tools
Posted in Featured, International |
4 comments
Jun 30th, 2010 |
By Chris Mayer |
Category: Featured, International, Personal Investing
Gary Gibson: Chris, you were just over in China along with Addison Wiggin looking for investment opportunities. Could you tell us what you found?
Chris Mayer: Sure. As soon as we landed, we visited a giant Carrefour, which is a big French retailer in Beijing. There, we got a chance to ...
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Tags: agriculture, Big Mac index, China, Gold, water scarcity
Posted in Featured, International, Personal Investing |
5 comments
Jun 21st, 2010 |
By Chris Mayer |
Category: Energy, Featured, International
In Beijing, I saw firsthand the unfolding boom serving China’s new and growing disposable incomes. Besides busy shops and restaurants and 5 million cars on the road in Beijing alone, there is something more basic that underlines all of this. In fact, it is more fundamental to the entire story ...
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Tags: China, China importing coal, coal, power plants
Posted in Energy, Featured, International |
5 comments
Jun 16th, 2010 |
By Chris Mayer |
Category: Commodities, Featured, Personal Investing
There must be more communists in Berkeley than in Beijing. That thought crossed my mind as we swept through Beijing’s wide streets, crowded with cars and lined with tall modern buildings. A more bustling capitalistic city would be hard to imagine.
I think most Americans would be shocked to see Beijing ...
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Tags: Beijing, China, Chinese middle class
Posted in Commodities, Featured, Personal Investing |
7 comments
Jun 2nd, 2010 |
By Chris Mayer |
Category: Featured, International, Personal Investing
How do you make a 100% gain in a foreign stock even if the price of the shares go nowhere in their home market? It’s all in the currencies. To have any chance of doing that, you have to start with a cheap currency. For U.S.-based investors, one of the ...
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Tags: China, currency, Murray Stahl, U.S. dollar
Posted in Featured, International, Personal Investing |
4 comments
May 26th, 2010 |
By Chris Mayer |
Category: Commodities, Featured, Personal Investing
There are factors building up pressure under the price of other commodities. Demand for food is growing and set to explode. Smart investors will be properly positioned to take advantage when agricultural commodity prices skyrocket.
One of the first things people change as they emerge from poverty is their diet. They ...
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Tags: agricultural commodities, China, potash, resources
Posted in Commodities, Featured, Personal Investing |
8 comments
May 19th, 2010 |
By Chris Mayer |
Category: Economics, Featured, Personal Investing
When Gen. Cornwallis surrendered to Gen. Washington after the Battle of Yorktown, the British band supposedly struck up the tune “The World Turned Upside Down.” After all, such an outcome would have been unthinkable at the start of the American Revolution.
That is in the nature of things, however. No one ...
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Tags: China, emerging markets consumer, Indonesia
Posted in Economics, Featured, Personal Investing |
3 comments
