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China growth

Jim Chanos China Lecture

by admin on February 4, 2010

Dedicated short seller and hedge fund manager Jim Chanos recently did a lecture on the state of the Chinese real estate market. The video is below with some of my own notes/bullet points in case you’re feeling lazy about watching the 1 hour video.

Jim Chanos Lecture Bullet Points
*China is being seen as the savior of [...]

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Emerging Giants

by admin on May 21, 2009

Is China’s growth sustainable? India’s ?
The following post is based on the book The Elephant and The Dragon by Robin Meredith. It talks about the emergence of China and India, the way it has affected globalization, and what needs to be done in the future.

Globalization has changed the world. It has created a dislocation of [...]

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China Growth

by admin on May 5, 2009

Putting the current crisis aside, it is obvious that China is one of the emerging giants propelling itself (or being propelled) into the worldwide economic stage. Nevertheless, you may read about how China could have problems if multinationals and advanced economies eventually find a new place with lower wages and slowly leave China behind.
The [...]

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