NY Times: Trial in Chongqing, China, Reveals Vast Web of Corruption
November 10th, 2009
http://www.nytimes.com/2009/11/04/world/asia/04crimewave.html?_r=1
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Bloomberg: Zhou Says Pressure to Strengthen Yuan ‘Not That Big’
November 6th, 2009
http://www.bloomberg.com/apps/news?pid=20601087&sid=asjS6xHQyaqM&pos=4
Bloomberg: China’s ‘Growth on Steroids’ Risks Next Slowdown
October 21st, 2009
http://www.bloomberg.com/apps/news?pid=20601109&sid=a9pqrCs2M.G0
Stephen Roach: Prepairing for the Next Asia
October 19th, 2009
Chinese September Trade Data.
October 18th, 2009
September trade data may be somewhat misleading because of two or three extra working days last month, plus the very big holiday at the beginning of October which might have pushed activity into September.
Exports were down 15.2% year-on-year, better than the expected 20-21%.
Imports were down 3.5%, much better than the expected 15%.
Month-over-month figures showed a [...]
WSJ: Rise in Metal Imports Stirs Debate in China
October 16th, 2009
http://online.wsj.com/article/SB125563020103088003.html
CNBC: China Doesn’t Want a Free Yuan: Hendry
October 16th, 2009
Here, Hendry discusses the comments made by Soros regarding the Yuan.
http://www.cnbc.com/id/15840232?video=1297057096&play=1
Bloomberg: China Export Decline Slows, Helping Drive Recovery
October 13th, 2009
This is interesting. We will have to dig deeper to see if there is some explanation.
http://www.bloomberg.com/apps/news?pid=20601087&sid=a4t7vMsDcsuo
Bloomberg: China Central Bank Says Loans to Reach ‘Stable Level’
October 3rd, 2009
http://www.bloomberg.com/apps/news?pid=20601087&sid=ajqqlK9OKMAk
FT View from the Markets, Two Views on China
October 1st, 2009
I think these videos are both very good and from very credible sources. The first is Michael Pettis who is based in Peking university and is one of the most watched Chinese analysts. Pettis shares my view with respect to China and its imbalances.
http://www.ft.com/cms/893ac9c8-757e-11dc-b7cb-0000779fd2ac.html?_i_referralObject=9810652&fromSearch=n
The Second video is of Andy Rothman who is with CLSA. Rothman has [...]