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27 ArticlesChina

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Greece Gives Markets Jitters While China Surprises With a Big Fall

Greece is back in the news again. Antonio Samaras, the Greek Prime Minister, has called for what is effectively a “vote of confidence” for his ...

China Produces More Cement Than…The Rest of the World, Added Up.

China’s the kind of giant that will overwhelm all statisticians. They have produced more steel than the next 10 countries in the world, added up. (Yes, ...

Shanghaied By The 7-Day Repo

Chinese 7-day repo rates have hit 8.8% and this has spooked regulators, so much that they’ve asked the media to reduce their focus on the issue. China has ...

Chanos on NDTV: China's Going Down

Jim Chanos, who runs Kykinos Associates was interviewed by NDTV today. The interviewer comes across as unprepared, unfortunately; he asked Jim very basic ...

China's Debt Is A Problem: Satyajit Das

This guys is usually spot on, but you can’t time him. Satyajit Das, author of Traders, Guns and Money, talks about the issues with China and Europe: ...

Chinese FraudCaps

Three Chinese companies, listed in the US, have recently been in the news for cooking their books. The revelation that they made up numbers has taken their ...

Beijing Property Prices Down 30%

Alert Reader MK says: Deepak, How about a writeup on Beijing Commercial Property prices which have collapsed 30% in the last one month. So I do the Google and ...

What is with Shanghai?

Why is the Shanghai Index at or near 6 month lows?   The two year chart shows us we have a LONG way to go, of course. Just to give you a context: Yes ...

Is Shanghai a Real Estate Bubble?

From Business Insider : Look at this part: One clear clue (regarding the rising real estate prices in China) is that the average price-to-income ratio in ...

Jim Chanos on China

Chanos is a short-seller, and was known to have shorted Enron before it’s collapse. While shorters are usually blamed for everything, Chanos has been right ...