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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...

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April 12, 2012
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Mr. China
Mr. China

"Soon it was time for dinner, so we trooped out of the meeting room, through the cavernous hallways with thick dusty carpets, and...

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April 4, 2012
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Easy Money
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,...

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November 11, 2011
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When Have You Ever Seen a “Gradual” Rise in NPLs?
When Have You Ever Seen a

Our good friend, (and meticulously dressed) Cullen Thomson, recently penned an article for GQ Magazine, I mean, Absolute Return, titled Domestic disturbance: China’s...

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July 12, 2011
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Predictable Surprises
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...

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June 30, 2011
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Big Trouble In Little China
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...

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August 10, 2010
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A Cautionary Fable
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...

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April 2, 2010
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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...

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December 7, 2009
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About Broyhill
We are a boutique investment firm, established as a family office and guided by a disciplined value orientation. Located in the foothills of the Blue Ridge Mountains, we operate outside of the fray and invest with a rational, objective, long-term perspective.
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