Category Archives: China

Alibaba Stock In Beast Mode

Alibaba has broken out to new highs and is, what we think, one of the most interesting stocks in the market.  We’re long calls.   Also note the nice graphics from the recent earnings release, which shows active buyers total the … Continue reading

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Quote of the Day: Alibaba

They’re a week away from their biggest day of the year the so called 11/11… a holiday they created..and they are going to sell more stuff in one day than there has ever been sold on the planet.  – David … Continue reading

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China growth slowest since global crisis – FT

China’s economy grew last quarter at its slowest pace since the depths of the global financial crisis, raising concerns over global growth prospects. The FT’s Gabriel Wildau in Shanghai reports. For more video content from the Financial Times, visit http://www.FT.com/videoContinue reading

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Which country has the biggest economy? – Economist

(click here if video is not observable)

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Chinese Stocks Consolidating July Gains

The Shanghai Composite continues to consolidate its July gains and trade above a key technical level.   This is one the most interesting markets, in our opinion,  and could be the recipient of new inflows.   The relaxation of monetary conditions  … Continue reading

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China in Bull Market

Barron’s is reporting the seven year bear market in China is over as stocks have rallied 20 percent off their March lows. Francis Cheung, China strategist for CLSA in Hong Kong, notes that other factors are channeling money toward China. … Continue reading

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Muddy Waters expects China correction – FT

FT Alphaville writer David Keohane talks to US short seller and founder of Muddy Waters Research, Carson Block, about his view that China will see a sharp downward trend in GDP as a result of its debt overhang, despite attempts … Continue reading

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China’s monetary policy – FT

Easy monetary policy would support growth, but many of the problems in the Chinese economy are the result of too much credit. The FT’s Jamil Anderlini looks at what the People’s Bank of China is doing to keep the economy … Continue reading

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China’s factory rebound – ReutersTV

May 22 – The latest HSBC/Markit flash PMI handily beat forecasts, falling just shy of the break-even 50 mark. But any celebration may be premature, says Reuters’ Jon Gordon.  – Reuters TV (click here if video is not observable)

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China accepts creative destruction – FT

Can China’s meteoric growth continue? Most expect not, but is that necessarily bad? Henny Sender, FT chief international finance correspondent, explains to John Authers that slowing growth could be positive for China, if not for importers. For more video content … Continue reading

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