Posts Tagged ‘China’
Mon Mar 15, 2010 17:21 UTC |
Dave Fry, founder and publisher of ETF Digest, hosts Terry Alexander, Head of Country Risk and Financial Markets at Business Monitor International, alongside Asia analyst Stuart Allsopp, and Head of Commodities analysis, Cedric Chehab.
Emerging Markets Forecast 03/12/10 from David Fry on Vimeo.
Tags: BRICs, China, Commodities, Dave Fry, emerging markets, ETF Digest, PIIGS
Posted in: Asia, Commodities, Financials, General
Wed Mar 10, 2010 17:19 UTC |
China’s exports came in at US$94.5bn in February, up 45.6% y-o-y and higher than consensus estimates. The data shows a continued outperformance of exports to emerging markets relative to developed markets, with exports to emerging markets such as India (up 54%), and Brazil (up 92%) showing the most impressive gains.
On the imports side of the [Read more...]
Tags: China, rebalancing, surplus, Trade
Posted in: Asia, China
Thu Feb 25, 2010 15:45 UTC |
In an era where a global financial crisis has been caused not by developments in Russia, South-East Asia or Argentina, but by banking insolvency in the United States and sovereign default risks in a eurozone member state, namely Greece, our panel of senior commentators discusses what it means to be an ‘emerging market’. Justin Patrie, [Read more...]

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Tags: Asia, Brazil, China, developed markets, economic stability, Emerging Europe, emerging markets, Euro-zone, Europe, Eurozone, Greece, Investment Strategy, Latin America, Risk, risk perceptions, Russia, sovereign default, Turkey
Posted in: China, Emerging Europe, Eurozone, General, Latin America, Podcast
Wed Feb 17, 2010 16:29 UTC |
In 2009, companies around the world raised US$892bn in initial public offerings (IPOs), which was 41% higher than in 2008.
Of that amount, a sizeable US$314bn was raised in Q4 2009, creating the impression that the year-end momentum would likely spill over into the new year. Indeed, a variety of banks and analysts produced bullish [Read more...]
Tags: 2008, 2009, 2010, Asia, China, Initial public offerings, IPOs, private equity
Posted in: Asia, China, Equities, Financials, General
Tue Feb 9, 2010 18:31 UTC |
When global stock markets were rising in 2009, and government co-operation was thought to have saved the world from economic catastrophe, the continued deterioration of trade ties between the US and China went largely unnoticed. However, rising protectionism is now here, and I think this issue will rise in significance over the coming months.
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Tags: China, Great Depression, protectionism, Smoot-Hawley, Trade, US
Posted in: China, General, Geopolitics, Political Risk, US
Mon Feb 1, 2010 16:48 UTC |
Few people would dispute that the relationship between the US and China is the most important in the world, so much so that the term ‘Chimerica’ is used often nowadays to refer to the two countries as a single economy. Both sides generally benefit, if you overlook the huge US trade deficit with China, and [Read more...]
Tags: arms sales, China, Geopolitics, navy, Taiwan, US
Posted in: Asia, China, General, Geopolitics, Political Risk, US
Fri Jan 29, 2010 17:48 UTC |
The end of month closes across asset classes could be the most important since March 2009, when a clear reversal pattern prompted us to turn bullish towards equities. This time, a weak close would suggest an end to the rally of the past 10 months, with the potential for some significant medium-term downside for equities [Read more...]

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Tags: China, Dubai, equity rally, Federal Reserve, global markets, Greece, monetary tightening, sovereign debt, US dollar, US GDP
Posted in: Equities, General, Inflation/Deflation, Podcast, US