Figures Don’t Lie, But Liars Figure
We were recently asked to publish a brief article doing just that for the Also Sprach Analyst, a Finance & Economics website based...
April 12, 2012
Easy Money
With all eyes on European bond markets, few investors are paying attention to growing risks to the Chinese growth miracle. Concerns are growing,...
November 11, 2011
When Have You Ever Seen a “Gradual” Rise in NPLs?
Our good friend, (and meticulously dressed) Cullen Thomson, recently penned an article for GQ Magazine, I mean, Absolute Return, titled Domestic disturbance: China’s...
July 12, 2011
Predictable Surprises
The way we see it is quite simple. With every investor and every company in the world seeking exposure to China and betting...
June 30, 2011
Big Trouble In Little China
In his weekly letter, John Mauldin provides us with more signs of stress in Chinese property markets. The following is an excerpt from a...
August 10, 2010
A Cautionary Fable
ONCE UPON a time, Western opinion leaders found themselves both impressed and frightened by the extraordinary growth rates achieved by a set of...
April 2, 2010
Me Love You Yuan Time
In a recent Investment Outlook, Bill Gross suggested that China may abandon its dollar peg within six months’ time. While we are not...
December 7, 2009