Category Archives: China

The Taiwan Strait Getting Hot, Hot, Hot…

We posted the following in July after President Trump threw Montenegro under the bus. Taiwan may be about to get hot, hot, hot in the next year after last night’s Commander in Chief’s ambiguous message on defense treaties.  – GMM One … Continue reading

Posted in Black Swan Watch, China, Uncategorized | Tagged , , | 19 Comments

Chinese Stocks Have Been Shanghaied

Shanghai – term describing a type of kidnapping.  Back in the 17th and 18th century in back alleys behind orphanages and bars there were trap doors that were watched and opened on drunken people or wandering children, then the children or drunks were … Continue reading

Posted in China, Equities, Uncategorized | Tagged , | 2 Comments

Free Ride Is Over: China & Japan Bailing On Treasuries

We had a request to look at the annual change in foreign holdings of U.S. Treasury securities as an addendum to our post from last night. It’s clear the two largest foreign creditors to the United States government are pulling … Continue reading

Posted in Bonds, Capital Flows, China, Japan, Uncategorized | Tagged , , , | Leave a comment

Beijing: City of remarkable contrasts – EuroNews

Beijing: City of remarkable contrasts… READ MORE : http://www.euronews.com/2018/08/31/be…

Posted in China, Uncategorized | Tagged , , | Leave a comment

US-China tariffs in numbers – FT

As another round of tariffs are imposed by both countries in the trade war, the FT takes a look at some key facts and figures, as well as the types of goods affected Subscribe to FT.com here: http://bit.ly/2GakujT

Posted in China, Trade War, Uncategorized | Tagged , , | 2 Comments

China’s FX Reserves Increase

#China’s FX reserves surprisingly rose a for 2nd straight month to $3,118bn in Jul, from $3,112bn despite falling Yuan. Consensus had forecasted a drop to $3,107bn. pic.twitter.com/OFCEL4PaZw — Holger Zschaepitz (@Schuldensuehner) August 7, 2018

Posted in China, Uncategorized | Tagged , | Leave a comment

Beijing police shut down P2P lending demonstration

China has been at the center of the rise of FinTech firms since the Great Financial Crisis (GFC).  Some of these firms have become huge. Watch this space. In the United States, the majority of lenders rely on FICO scores … Continue reading

Posted in China, FinTech, Uncategorized | Tagged , | Leave a comment

Charts That Count: Another China Crisis? – FT

China’s currency has devalued sharply against the dollar in recent weeks. The last time China surprised the markets with a devaluation, in the summer of 2015, it prompted a global sell-off of risk assets. John Authers discusses why China’s currency … Continue reading

Posted in Black Swan Watch, China, Uncategorized | Tagged , , , | Leave a comment

The Day “Strategic Ambiguity” Died

The hits just keep on coming. There is a new sheriff in town, the old order is crumbling, and we are afraid the world is going to become much more unstable in the next few years.  Assets markets are incapable … Continue reading

Posted in China, Geopolitical, Trade War, Uncategorized | Tagged , , | 27 Comments

China hits back at Trump’s tariffs – FT

Money quote:  “…steady escalation…” Beijing accused Donald Trump of “trade bullying” as it imposed retaliatory tariffs against new US duties on $34bn of Chinese imports. The FT’s world trade editor, Shawn Donnan, reports from Washington DC about the consequences of … Continue reading

Posted in China, Trade War, Uncategorized | Tagged , , | Leave a comment