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Posts Tagged ‘investing in China’

Carson Block Highlights China’s ‘Risky Business’

Posted by Larry Doyle on July 27th, 2011 8:46 AM |

With the United States on the precipice of having its AAA credit rating downgraded, there would clearly seem to be a new world order dawning.

Many investors have already shifted their portfolios to increase holdings in emerging markets. Which region has generated the greatest focus? Asia.

Many view Asia and specifically those nations running large fiscal surpluses as being best positioned to prosper and profit as we move further into this century. The Peoples Republic of China garners the greatest interest by many global investors based upon its size, scope, and power.

Well, not unlike those who went west here in America in the mid-1800s, those seeking riches over the Great Wall had best be very careful. Who can run some interference for us and help us navigate this corner of our global economic landscape? (more…)

The China Syndrome circa 2010

Posted by Larry Doyle on June 17th, 2010 8:15 AM |

With ongoing issues here in the U.S. and more so in Europe, clearly global investors need to focus more on investing in Asia generally and China specifically, correct?

I do not disagree that investors need a global perspective, but as with any investment let’s open our eyes and assess risks before diving into the deep end of the pool. Remember, Wall Street analysts touting Asian investments are in the business of selling products. Let’s navigate further and find some independent analysis.

Today’s Financial Times provides just that from Michael Pettis, a Senior Associate at the Carnegie Endowment for International Peace and a finance professor at Peking University’s Guanghua School of Management, where he specializes in Chinese financial markets.


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