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Posts Tagged ‘China’

60 Minutes: “China’s Real Estate Bubble”

Posted by Larry Doyle on August 4th, 2014 8:21 AM |

“Property prices have always gone up more than inflation . . . just like they believed in the US.”

Would you know as asset bubble if you saw it? Well if you saw 60 Minutes last evening as I did then you saw what is certainly a bubble in the Chinese real estate market. The Chinese cities and towns constructed but sitting vacant look strikingly similar to the backdrops used for sets at Disney amusement parks. Where are all the people?

This shocking 12-minute clip is a must view if you have any interest in navigating our global markets and economic landscape.

Navigate accordingly.

Larry Doyle

Please order a hard copy or Kindle version of my book, In Bed with Wall Street: The Conspiracy Crippling Our Global Economy.

For those reading this via syndicated outlet or by e-mail or another delivery, please visit the blog to view this video clip and to comment on this piece of ‘sense on cents.’

Please subscribe to all my work via e-mail.

How Do China’s Seven ‘Speak-Nots’ Play in America?

Posted by Larry Doyle on July 30th, 2013 8:08 AM |

People of faith are likely very familiar with the seven deadly sins: pride, envy, gluttony, lust, anger, greed, and sloth.

I think it goes without saying that our nation would be a better place if we had less of these vices on display. That said, our greatest virtues emanate from the very freedom that allows the aforementioned vices to gain a foothold. What if we did not have our freedom, though? Then what?

To explore this question, let’s navigate to The People’s Republic of China and review a recent report from Global Post that highlights:

In a directive reportedly distributed last month to local party committees, China’s top propaganda officials issued new

restrictions banning discussion of seven topics deemed to be “dangerous Western influences.”   (more…)

Chellaney: China’s Stealth Wars

Posted by Larry Doyle on June 6th, 2013 10:03 AM |

President Obama is poised to meet Chinese President Xi Jinping at a secluded estate in California for a two day summit.

Given China’s current enormous economic surplus, it wields ever more power on the world’s stage. As the US is weighed down and held back by the burden of our massive deficits, China is nimbly and strategically utilizing its power and position extensively in its own backyard and beyond. Let’s navigate and take a closer look.

Brahma Chellaney, Professor of Strategic Studies at the New Delhi-based Center for Policy Research, writes at Project Syndicate of China’s Stealth Wars,

NEW DELHI – China is subverting the status quo in the South and East China Seas, on its border with India, and even concerning international riparian flows – all without firing a single shot.  (more…)

A Chinese Official’s View on America

Posted by Larry Doyle on March 14th, 2012 6:55 AM |

A regular reader of Sense on Cents recently returned from three weeks in the People’s Republic of China. I hold this individual in very high regard for his understanding of our economy, markets, and national psyche.

We exchanged messages recently in reaction to a commentary I had run. With his permission, I welcome sharing what he defines as:

An Obituary for the Declaration of Independence and the Constitution.

When Washington houses the worst offenders, where are the people to turn?

I just returned from three weeks in China.  The citizens there are proud of their country and proud to be a citizen of the PRC.  While their confidence level in their own form of government is not 100 % (no country rates itself that high) it is certainly far higher than in the US, where “honest politician” and “public servant” have become oxymorons. (more…)

March 28, 2010: Economic/Market Week in Review

Posted by Larry Doyle on March 28th, 2010 10:55 AM |

The hits just keep on coming. The news on Wall Street, Washington, and literally all around the world is an absolute onslaught. This avalanche of news (healthcare reform, Greece and the EU, China and currency manipulation, South Korean naval ship sinks with speculation of possible North Korea involvement, Israeli tensions with Palestine and Washington, Treasury debt supply pressuring interest rates, and on and on) can overwhelm us if we allow it. Global political and economic risks abound. These risks demand that we keep a balanced perspective as we navigate the economic landscape.

Welcome to our Sense on Cents Week in Review where I provide a streamlined recap of the major economic data and news, along with month-to-date market returns. (more…)

Chinese Inflation Does Not Mean Global Inflation

Posted by Larry Doyle on March 11th, 2010 8:10 AM |

News this morning that China’s inflation rate has hit a 16-month high is garnering significant attention.

China’s economy is only one-fifth the size of the U.S. economy while China’s population is more than four times that of the United States. In fact, China’s population is approximately one-fifth of the entire world’s population. Clearly, the People’s Republic of China represents a huge growth opportunity in this century.

Bloomberg highlights this inflation news this morning in writing, China Inflation Quickens as Industrial Output Climbs:

China’s inflation reached a 16- month high, industrial output climbed and new loans exceeded forecasts, adding to the case for the government to pare back stimulus measures. (more…)

Why Would China and Japan Stop Buying Our Debt?

Posted by Larry Doyle on February 17th, 2010 12:19 PM |

Our wizards in Washington should not be so naive to think foreign buyers, especially from Asia, will continue to finance our debt at current rates and at current levels. News yesterday that China is no longer the largest holder of our Treasury debt should not be discounted.

What are the ramifications for our nation if China and other foreign buyers decline to purchase our debt or – even worse – actually start selling even more of their current holdings? A quick and violent move higher in our domestic interest rates.

Don’t think it could happen? Think again. (more…)

China, Greece, and Germany Rattle Overnight Markets

Posted by Larry Doyle on February 12th, 2010 7:11 AM |


No rest for the weary.

If you thought yesterday’s nice 1% upward move in our equity markets was a precursor for calmer and stronger markets ahead, think again.

Overnight developments in China, Greece, and Germany are clear signs that our economic landscape remains challenging and our markets remain fragile. Let’s navigate:

1. Looking eastward, China’s central bank raised reserve requirements (interest rates) by 50 basis points (.50%). Why? (more…)

Why Is the Market Selling Off?

Posted by Larry Doyle on January 28th, 2010 12:04 PM |

What is driving the market lower?

I thought the economy was starting to improve. Didn’t the Federal Reserve indicate as much just yesterday? Do you believe them? While we could debate the depth of integrity embedded in many statements that emanate from Washington, let’s focus on what we do know and see happening. In the process, we will be better positioned to most effectively navigate our economic landscape and the markets.

So, back to the initial question: what’s driving the markets lower? I see a confluence of reasons reflected in some dramatic price action. These reasons include: (more…)

Chinese Presence Growing in Mexico

Posted by Larry Doyle on November 24th, 2009 12:57 PM |

It’s a big world out there.

While American investors can become consumed by the developments here at home, we need to be mindful that there is a LOT going on beyond our shores. To that end, I was thrilled to host Keith Fitz-Gerald on No Quarter Radio’s Sense on Cents with Larry Doyle on November 8th. Keith addressed a number of developments in Asia during the course of our interview.

Keith and I reviewed his book Fiscal Hangover: How to Profit from the New Global Economy, which was released the week after our interview. How is Fiscal Hangover doing? It is currently Amazon’s top-selling book for investing. Not bad.

What is Keith thinking currently? In a recent commentary, Is Mexico the “New” China?, Keith highlights:

When it comes to global manufacturing, Mexico is quickly emerging as the “new” China. (more…)

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