Quantcast

Posts related to ‘China’

Suddenly, China’s Car Market Falls Apart

Posted: February 9, 2012 at 6:39 am

One reason investors like to own General Motors (NYSE: GM) stock is that that company is the leading car manufacturer in China, when its local partners’ sales results are added to ...
Read Full Story »

China’s PMI as a False Marker of Progress

Posted: February 1, 2012 at 6:47 am

Some economists believe that China’s government-issued data are flawed. Reuters recently published an article titled “China’s Economic Data (Still) Not Credible.” In it, the author reported: There is a cottage ...
Read Full Story »

Did Baidu Earnings Confusion Cause Exponential Options Trading Volume? (BIDU)

Posted: January 30, 2012 at 4:57 pm

Baidu, Inc. (NASDAQ: BIDU) has seen quite a bit of stock options trading today, and it was a day in which stock trading was more active than normal as well.  ...
Read Full Story »

China’s Hard Soft Economic Landing

Posted: January 20, 2012 at 8:42 am

The closely watched HSBC (NYSE: HBC) PMI estimate for China read 48.8 for January, barely better than the 48.7 in December. Any number below 50 represents contraction. The factory activity ...
Read Full Story »

China’s Real Estate Bubble Shrinks, Looks Like U.S. in 2007

Posted: January 18, 2012 at 6:53 am

  Real estate values have begun to drop sharply in China. Some economists may argue that this will undermine the central government’s plan to stage a “soft landing” in which GDP ...
Read Full Story »

China’s Impressive GDP Growth

Posted: January 17, 2012 at 6:45 am

Most of the press coverage and initial comments about China’s fourth-quarter GDP improvement of 8.9% centered on the fact that the expansion represented a two-and-a-half year low. Somehow, that caused concern ...
Read Full Story »

Apple Supplier List Revealing (AAPL, AMD, CY, BRCM, FCS, FLEX, JBL, VSH, TQNT, SNDK, ONNN, QCOM)

Posted: January 13, 2012 at 2:04 pm

For the first time ever, Apple Inc. (NASDAQ: AAPL) has released a list of its 156 suppliers in connection with the company’s release of its supplier responsibility audit. The supplier ...
Read Full Story »

Weak Coal Demand Driving Fear (PCX, ANR, JRCC, MT, X, AKS)

Posted: January 13, 2012 at 11:23 am

US coal miner Patriot Coal Corp. (NYSE: PCX) said this morning that it was closing three of its contractor-operated coal mines and two production units in West Virginia “in response ...
Read Full Story »

China’s Oil Demand Slackens

Posted: January 10, 2012 at 6:54 am

The General Administration of Customs said China’s crude oil imports were 253.8 million tons in 2011. The figure in December was modest by recent standards -- only 21.9 million ...
Read Full Story »

A U.S.-Germany-China Economic Recovery?

Posted: January 9, 2012 at 6:48 am

Germany’s economy has grown, despite trouble among its neighbors. China’s GDP is expected to grow 8% this year, which is impressive even if it is a slowdown from recent years. Most ...
Read Full Story »

Efficient Market Theory Cannot Apply To Molycorp (MCP, AVL, REE, REMX)

Posted: December 28, 2011 at 10:14 am

Molycorp, Inc. (NYSE: MCP) is being punished today on news which some would argue is very mixed.  J.P. Morgan decided to lower its price target and earnings estimates for Molycorp.  ...
Read Full Story »

The Great Online Video Hype in China, Still Just Hype (YOKU, TUDO, SOHU, RENN)

Posted: December 27, 2011 at 6:15 am

The craze for online video is everywhere. Billions upon billions have been invested by great companies, yet the business model has proven that not all efforts have endless financial return. ...
Read Full Story »

Molycorp: Attractive for 2012, With Some Risks at Stake (MCP, AVL, REMX)

Posted: December 23, 2011 at 10:01 am

Molycorp, Inc. (NYSE: MCP) is a stock that we started to really pan when the stock went up into the $60s and even into the $70s. It was a bubble ...
Read Full Story »

Eight Countries With Credit Ratings Set to Rise Next Year

Posted: December 21, 2011 at 12:14 pm

It seems that all of the nations around the world are facing sovereign credit ratings downgrades or warnings of downgrades. After the United States lost its prized "AAA" rating, the threat of downgrades ...
Read Full Story »

Gold Challenges Silver for “The Devil’s Metal” Name (GLD, SLV)

Posted: December 14, 2011 at 12:40 pm

Gold continues to take it on the chin.  It all depends upon what you want to blame.  Dennis Gartman, the 50-day moving average test, or the rising U.S. Dollar against ...
Read Full Story »