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...
We were recently asked to publish a brief article doing just that for the Also Sprach Analyst, a Finance & Economics website based...
With all eyes on European bond markets, few investors are paying attention to growing risks to the Chinese growth miracle. Concerns are growing,...
Our good friend, (and meticulously dressed) Cullen Thomson, recently penned an article for GQ Magazine, I mean, Absolute Return, titled Domestic disturbance: China’s...
The way we see it is quite simple. With every investor and every company in the world seeking exposure to China and betting...
In his weekly letter, John Mauldin provides us with more signs of stress in Chinese property markets. The following is an excerpt from a...
ONCE UPON a time, Western opinion leaders found themselves both impressed and frightened by the extraordinary growth rates achieved by a set of...
In a recent Investment Outlook, Bill Gross suggested that China may abandon its dollar peg within six months’ time. While we are not...