Tag: China

What is China’s Banking System Telling Us?

The more we look at the Chinese renminbi the more convinced we become that the next serious move will be to the downside and that this will more than likely occur sooner rather than later. Last month I wrote an article “The World’s Biggest Asymmetric Trade Just Got Bigger”. This is

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The World’s Biggest Asymmetric Trade Just Got Bigger

Ten days ago China cut interest rates in an effort to free up credit and stimulate the economy. This is unlikely to have much of a positive effect on economic growth in China. Rather it is likely to compound the big problem that the Chinese currently face: exports becoming increasingly uncompetitive.

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This is the Biggest Risk to the World’s Economy

It’s over a decade ago now that I first began stomping around Asia and Southeast Asia in particular… longer actually but I prefer not to age myself. At first it was simple fun and adventure – a pretty girl at my side, and the very real fact that I had

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Stability in Renminbi Offers an XXL Profit Opportunity

As mentioned in my writing on the Singapore dollar, the most dangerous thing in finance is the “thing” that never moves. This stability creates an illusion of control around which many positions are built, the greater the perceived stability the greater the positions, and the more other assumptions and forecasts

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“James Bond’s” Predictions for 2014…and Beyond

I first met Joe in Mongolia last year. He is one of the most fascinating men I’ve had the pleasure of meeting. A spook from the cold war with stories that would not be out of place in any spy novel. Truth truly is stranger than fiction. This is not

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China’s Reaction to the US Government Shutdown – Gimme Some!

The best investors I know place their bets according to probabilities. It’s been over a decade since I moved my life and my capital to the far east. The fundamentals were too important to ignore, and ultimately the fundamentals lead to probabilities.  The US government had a plan to counter

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Investing in White Gold!

China circa 2008… six babies die from severe kidney damage while another 300,000 suffer kidney stones. As it turns out, melamine isn’t meant to be in infant milk formula! The result was a few Chinese businessmen taken out back and shot, literally… and a nation that, for good reason, doesn’t

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Thoughts from the Frontlines on Asia’s Next Tiger

Mongolia is growing rapidly, but the media continues to downplay the country’s economic expansion. After spending 5-months on the ground, the opportunities seem even greater now to invest in the world’s most exciting growth story. Yes, we are beating this (Mongolia) to death once again. However, when we believe in

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