China Archive

A Preview of 1st Quarter Earnings

NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the ...
Posted by Greg Feirman  ·  No Comments »

The Chinese Slowdown

NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the ...
Posted by Greg Feirman  ·  1 Comment »

WSJ: China Inc. Looks Homeward As U.S. Shoppers Turn Frugal

September 29, 2009  ·  Category: China, Geopolitics, Macro Economics
We relied too much on the U.S. market. ...... China's ability to consume has now reached a fairly high level.  It's at a turning point. - Tom Tseng, General Manager of bicycle manufacturer Tandem Industries, whose U.S. sales ...
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A Stab At Resolving The Inflation/Deflation Debate

September 26, 2009  ·  Category: China, Economics, Federal Reserve, Inflation, Japan
There is a great debate raging between students of monetary economics.  On the one hand, there are the deflationists who point to the massive deleveraging in the housing, mortgage, credit and stock markets.  The fall ...
Posted by Greg Feirman  ·  2 Comments »

Is The Commodity Rally A Head Fake?

June 11, 2009  ·  Category: China, Commodities, Market Commentary
China’s strategic stockpiling and replacement of lower-quality domestic production with higher-quality imports have supported the recent rally in prices for many base metals, but we will not see a sustainable turnaround in demand until the ...
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NYT: China Grows More Picky About Debt

May 21, 2009  ·  Category: China, Commodities, Geopolitics, Gold, Macro Economics
China bought less than a sixth of the Treasuries issued in the 12 months through March.  Less than two years ago, by contrast, Chinese purchases of Treasuries, which included purchases in the secondary market as ...
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Chinese Stock Market Cracks

April 21, 2008  ·  Category: China, Sentiment Analysis
The Wall Street Journal ran an interesting front page article this weekend on the Chinese stock market, "China Stocks, Once Frothy, Fall By Half In Six Months" (subscription required).  The chart tells the story: Shanghai ...
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The Chinese Say Yum Yum To KFC

October 8, 2007  ·  Category: China, Stocks
For all of you geting swept up in the euphoria over all these speculative Chinese stocks, forget about it.  I have a better alternative for you: Yum! Brands (YUM) (website). Yum is the operator of Taco ...
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China Sell-Off IV Is A Yawn For US Markets

June 4, 2007  ·  Category: China, Market Commentary
On the heels of last Wednesday's 282 point, 6.5%, sell-off in China there was another selloff in China last night (Monday June 4).  The Shanghai Index was down 330 points, or 8.26% - comparable the ...
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No Taxation Without Representation! – Chinese Investors Rebel Against Increase in the Stamp Tax

May 30, 2007  ·  Category: China, Market Commentary
Ever since the huge selloff in China on Tuesday February 27 which sent stock markets around the world crashing down, investors everywhere have been watching the Chinese stock market.  There was a second selloff on Thursday ...
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