Archive

Archive for the ‘Uncategorized’ Category

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

George Baxter Uncategorized

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

George Baxter Uncategorized

WSJ: Rise in Metal Imports Stirs Debate in China

October 16th, 2009

http://online.wsj.com/article/SB125563020103088003.html

George Baxter Uncategorized

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

George Baxter Uncategorized

Bloomberg: China Central Bank Says Loans to Reach ‘Stable Level’

October 3rd, 2009

http://www.bloomberg.com/apps/news?pid=20601087&sid=ajqqlK9OKMAk

George Baxter Uncategorized

CNBC: China Launches Probe into US Chicken Imports

September 27th, 2009

The initial battles of the trade war continue after the G-20.
http://www.cnbc.com/id/33042119

George Baxter Uncategorized

FT: Interview with Hugh Hendry regarding China

September 25th, 2009

Hendry captures the sentiment regarding Chinese capacity and demand.
http://www.ft.com/cms/893ac9c8-757e-11dc-b7cb-0000779fd2ac.html?_i_referralObject=6506752&fromSearch=n

George Baxter Uncategorized

CNBC: EU Slaps Anti-Dumping Duty on China Aluminum Foil

September 24th, 2009

Seems that the EU is also reacting to the Chinese attempt to export the product of their excess capacity.
http://www.cnbc.com/id/33014576

George Baxter Uncategorized

WSJ: Paper Is Next Front in China Trade Fight

September 24th, 2009

This is more evidence that the Chinese are building out capacity and trying to export the product of that capacity.  I think a trade war is inevitable given the structure of the Chinese stimulus and lending initiative.
 
http://online.wsj.com/article/SB125375168190335985.html#mod%3DWSJ_hpp_LEFTTopStories%26project%3DG20-090923%26articleTabs%3Darticle

George Baxter Uncategorized

Bloomberg: China Stimulus Delays Economy Restructuring, ADB Says

September 22nd, 2009

Recognition of the Chinese expenditures in investment as leading to pressures on consumption growth is becoming more widely accepted. 
http://www.bloomberg.com/apps/news?pid=20601068&sid=aKNJbNHyc9oI

George Baxter Uncategorized