http://www.inveslogic.com/popular/articles/china China - Today's Popular Articles at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/china-stock-blog/1384523?rsstype=populararticles&cid=32 This column originally appeared in Forbes In his latest column in The New York Times Paul Krugman recommends that the US impose a 25% tariff on Chinese imports unless China appreciates the renminbi, its currency, whose principal unit is the yuan. As ... Tue, 16 Mar 2010 15:27:56 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384523?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/etf-investor/1384885?rsstype=populararticles&cid=32 There has been a lot of comment on this subject of late, so just a brief thought post a visit to mainland. Seems to me that the best policy for the Chinese authorities to adopt would be to let the Renminbi freely float. At a stroke all criticism of t... Wed, 17 Mar 2010 07:13:17 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1384885?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384856?rsstype=populararticles&cid=32 By Dave Forest for Oilprice.comSome good research out from China Knowledge this week about how Southeast Asia is becoming China's trading partner of choice.... Wed, 17 Mar 2010 04:53:49 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384856?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384857?rsstype=populararticles&cid=32 In our February 11, 2010 featured article, we gave our view on the near term trend for Chinese solar stocks:The near future is not bright for the sector as a whole and we are not placing any of Chinese solar stocks in our long term buy-and-hold list.... Wed, 17 Mar 2010 04:16:22 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384857?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384859?rsstype=populararticles&cid=32 We re sticking with the old saying the trend is your friend as we wait for Chinese investors to get over a bad case of nerves. Shanghai's stock market has now dropped to a five-week low, breaching below the 3,000-point mark. Sources in China... Wed, 17 Mar 2010 02:36:23 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384859?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/peak-oil/1384982?rsstype=populararticles&cid=32 In a message that was ignored by most of the Western mainstream media, the premier of China, Wen Jiabao warned that the Chinese economy (like the old Soviet... Tue, 16 Mar 2010 17:53:00 -0400 http://www.inveslogic.com/sectors/directory/peak-oil/1384982?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384520?rsstype=populararticles&cid=32 Paul Krugman echoed the sentiment expressed by Simon Johnson in arguing that the U.S. needs to quit pussyfooting around and finally label China a currency manipulator (see Taking on China).Tensions are rising over Chinese economic policy, and rightly... Tue, 16 Mar 2010 16:03:58 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384520?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384522?rsstype=populararticles&cid=32 While the Shanghai Composite index has been struggling relative to the S&P 500, ADRs of Chinese companies listed in the US have been performing much better. In the chart below, we compared the performance of the Shanghai Composite and a basket of US... Tue, 16 Mar 2010 15:31:41 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384522?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384524?rsstype=populararticles&cid=32 By Nick HodgeChina's Solar IndustryThe modern solar industry was cradled in Germany. It was the first country to offer robust incentives for solar installations, and now boasts the largest solar market in the world. (See, solar can thrive anywher... Tue, 16 Mar 2010 15:21:28 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384524?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384525?rsstype=populararticles&cid=32 While it's sometimes hard to believe any of the economic data coming from the Chinese government, the recent reports on consumer prices might be a little more suspect than other data given that complaints about inflation are rising sharply.The Telegr... Tue, 16 Mar 2010 13:13:23 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384525?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/brad-delongs-semi-daily-journal/1384508?rsstype=populararticles&cid=32 Daniel Drezner appears to get a great many things wrong: Daniel W. Drezner: So I see Paul Krugman has thrown his lot in with the neoconservatives who disdain multilateral institutions and prefer bellicose unilateralism when they confront a frustrati... Tue, 16 Mar 2010 12:50:48 -0400 http://www.inveslogic.com/sectors/directory/brad-delongs-semi-daily-journal/1384508?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/mess-that-greenspan-made/1384142?rsstype=populararticles&cid=32 While it's sometimes hard to believe any of the economic data coming from the Chinese government, the recent reports on consumer prices might be a little more suspect than other data given that complaints about inflation are rising sharply.The Telegr... Tue, 16 Mar 2010 11:52:00 -0400 http://www.inveslogic.com/sectors/directory/mess-that-greenspan-made/1384142?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/internet-stock-blog/1384292?rsstype=populararticles&cid=32 Thirteen months before the Japanese attacked Pearl Harbor the British proved the efficacy of the torpedo bomber when they launched the first all-aircraft naval attack in history on the Italian fleet anchored in Taranto Harbor. While this proved to th... Tue, 16 Mar 2010 11:46:13 -0400 http://www.inveslogic.com/sectors/directory/internet-stock-blog/1384292?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/etf-investor/1384238?rsstype=populararticles&cid=32 Varian Semi (VSEA) is a supplier of ion implantation systems to semiconductor manufacturers. They hold the leading market share of the specialized equipment used to form transistors during the semiconductor fabrication process. Major customers includ... Tue, 16 Mar 2010 10:31:06 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1384238?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384162?rsstype=populararticles&cid=32 I have been proposing for some time now that the US put an across the board tariff on all Chinese imports in order to combat the Yuan peg. Howard Richman s article cited Nobel Laureate economist, Paul Krugman, as proposing the same thing. He approx... Tue, 16 Mar 2010 09:50:57 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384162?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384163?rsstype=populararticles&cid=32 Recently, noted investor George Soros gave a series of lectures at the Central European University in Budapest. He then followed up that talk with a conversation at The University of Hong Kong and you can hear his thoughts below. We've recently cover... Tue, 16 Mar 2010 09:34:16 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1384163?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/deal-book/1383932?rsstype=populararticles&cid=32 Two companies leading the development of a recently announced 320,000-square-foot wind turbine manufacturing and assembly plant in Nevada, A-Power Energy Generation Systems of China and private equity firm U.S. Renewable Energy Group, are also key ... Tue, 16 Mar 2010 07:07:18 -0400 http://www.inveslogic.com/sectors/directory/deal-book/1383932?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/internet-stock-blog/1384016?rsstype=populararticles&cid=32 This column originally appeared in Forbes China's factories are starting to hum again, and the country's exports were up 46% in February over a year before. But a problem is emerging. As hard as it may be to believe, those factories can't find worker... Tue, 16 Mar 2010 04:12:55 -0400 http://www.inveslogic.com/sectors/directory/internet-stock-blog/1384016?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/deal-book/1383942?rsstype=populararticles&cid=32 Chinese advertising company Redgate Media Group will attempt to raise $43 million during an initial public offering this week, The Associated Press reported.... Tue, 16 Mar 2010 03:56:28 -0400 http://www.inveslogic.com/sectors/directory/deal-book/1383942?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383930?rsstype=populararticles&cid=32 Last week we laid out our hypothesis for the eventual appreciation of the Yuan v. the U.S. Dollar. For those who missed it here is the summary China has lost control of the money supply which will eventually lead to uncontrollable inflation. T... Tue, 16 Mar 2010 01:57:55 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383930?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/etf-investor/1383770?rsstype=populararticles&cid=32 In a report published Monday, the second largest brokerage firm in China is predicting that the Shanghai Composite Index, currently just under the 3,000 level, should see a retreat to 2,500 before recovering later this year. The reason -- the con... Mon, 15 Mar 2010 17:38:32 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1383770?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/etf-investor/1383775?rsstype=populararticles&cid=32 The S&P 500 is up 2.70% year to date, but China's Shanghai Composite is down 9.16%. As shown in the chart below, the Shanghai Composite made its bull market high back in August 2009. The index is currently 14% below that level, while the S&P 500 ju... Mon, 15 Mar 2010 17:23:01 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1383775?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/big-picture/1383677?rsstype=populararticles&cid=32 Some reading material you may find interesting: Apple, Wal-mart, and the Market Capitalization Bigger Than Thing (Infectious Greed) L.A. becomes a test case in battle to undo interest rate swap deals (LATimes) Special Interest (New Yor... Mon, 15 Mar 2010 16:30:17 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1383677?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383708?rsstype=populararticles&cid=32 The war of words between the U.S. and China regarding the Chinese currency appears to be entering a new, more serious phase, particularly in light of developments on Taiwan arms sales, visits with the Dalai Lama, and Google's (GOOG) imminent depar... Mon, 15 Mar 2010 15:33:29 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383708?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383709?rsstype=populararticles&cid=32 By David BermanMartin Roberge, portfolio strategist at Dundee Securities, is not as enthusiastic about diversified metals stocks, cutting his recommendation to market weight. The reason? China.... Mon, 15 Mar 2010 15:27:46 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383709?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383710?rsstype=populararticles&cid=32 I was talking to a friend of mine who does emerging market investing for a living and I asked him what he made of recent China-bullish comments by Stephen Roach.The Morgan Stanley Asia head was in Germany speaking to German business daily Handelsblat... Mon, 15 Mar 2010 15:09:17 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383710?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383712?rsstype=populararticles&cid=32 The New York Times's Nobel laureate economist, Paul Krugman, proposes that America threaten to impose a 25% tariff on goods imported from China. As a general rule, it's a bad idea to make threats that you can't follow through on, and a 25% tax on ... Mon, 15 Mar 2010 14:39:00 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383712?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383713?rsstype=populararticles&cid=32 As the ill-effects of a global financial crisis became evident to world leaders in late fall 2008, export driven economies with surplus coffers of U.S. dollars did the obvious. They used the cash to stimulate their economies. In one specific nation... Mon, 15 Mar 2010 14:38:24 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383713?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383715?rsstype=populararticles&cid=32 Futures were weak this morning as the rhetoric from China's Premier Wen Jiabao this past weekend certainly seemed to open up the door for an escalation in the trade war between the U.S. and China (relations have been rather frigid since the arms sale... Mon, 15 Mar 2010 13:48:33 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383715?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/etf-investor/1383191?rsstype=populararticles&cid=32 Much has been made of the fatuous notion that the Chinese government is hesitant to kick Google (GOOG) out of the country. Nothing could be further from the truth. Indeed, the notion that the Chinese absolutely need American search technology is an e... Mon, 15 Mar 2010 12:20:34 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1383191?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/etf-investor/1383194?rsstype=populararticles&cid=32 Chinese Economy Inflation Is It All Bad? You could almost hear the sound of the sky falling as journalists around the world hit their keyboards pronouncing judgment on the latest inflation figures from China. Consumer prices rose by 2.7 percent in... Mon, 15 Mar 2010 12:00:15 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1383194?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383118?rsstype=populararticles&cid=32 China sales of automobiles totaled 2.876 million units for the first 2 months of 2010, a spectacular jump of 84% on last year s sales during the same 2 months. ... Mon, 15 Mar 2010 10:24:52 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383118?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/asia-business-intelligence/1383075?rsstype=populararticles&cid=32 [The alternate title for this post could very well be Baidu Executives Celebrate Gift-Horse with New Strategy to Capture Existing Google Customer Base. ] WSJ reports Google throwing in the towel --...Gung-ho about China? Watch your step! Read Asia... Mon, 15 Mar 2010 10:06:48 -0400 http://www.inveslogic.com/sectors/directory/asia-business-intelligence/1383075?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/big-picture/1383083?rsstype=populararticles&cid=32 The Mar NY mfr g survey, the first Mar industrial # out, was a touch above expectations at 22.9 vs the forecast of 22 and down from 24.9 in Feb. The components though were strong as the headline is not a sum of its parts. New Orders rose to 25.6 fr... Mon, 15 Mar 2010 10:00:28 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1383083?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383119?rsstype=populararticles&cid=32 Paul Krugman takes on China in his column this morning (see: Taking on China). He begins, Tensions are rising over Chinese economic policy, and rightly so because it has become a significant drag on global economic recovery. Why should Ch... Mon, 15 Mar 2010 09:54:09 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383119?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/wsj-deal-journal/1383312?rsstype=populararticles&cid=32 Deals of the Day gathers all the biggest news of the morning related to mergers and acquisitions, bankruptcies, financing and private equity. Deal Journal s homepage is http://blogs.wsj.com/deals. You can see real-time updates of our posts and our ... Mon, 15 Mar 2010 09:37:17 -0400 http://www.inveslogic.com/sectors/directory/wsj-deal-journal/1383312?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/big-picture/1383084?rsstype=populararticles&cid=32 Feb IP rose .1%, above expectations of flat with Capacity Utilization at 72.7%, .2% higher than forecasts and is up from 72.5% in Jan. Utilization, while well below the long term average of 80%, and the basis behind the output gap worries of the Fed,... Mon, 15 Mar 2010 09:33:27 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1383084?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383120?rsstype=populararticles&cid=32 Chinese Premier Wen Jiabao yesterday firmly rejected calls for a stronger yuan, which is widely credited for boosting the country's exports and maintaining its enormous trade surplus. The Chinese currency is not undervalued, he said on Sund... Mon, 15 Mar 2010 08:49:19 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383120?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383122?rsstype=populararticles&cid=32 China MediaExpress (CCME), a stock I have been in since I wrote on it at $7.50 when the symbol was still TMI, will report financial results for the fourth quarter and year-ended December 31, 2009, on Tuesday, March 23, 2010 before the stock market op... Mon, 15 Mar 2010 08:17:03 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383122?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383123?rsstype=populararticles&cid=32 China Security & Surveillance Technology, Inc. (CSR)Q4 2009 Earnings CallMarch 2, 2010 8:00 am ET... Mon, 15 Mar 2010 08:13:09 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383123?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/deal-book/1383150?rsstype=populararticles&cid=32 Bank of America, the largest U.S. bank, plans to seek approval to expand its operations in China, The Wall Street Journal reported.... Mon, 15 Mar 2010 06:46:37 -0400 http://www.inveslogic.com/sectors/directory/deal-book/1383150?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/deal-book/1383151?rsstype=populararticles&cid=32 JPMorgan Asset Management has invested almost a quarter of its $860 million Asian infrastructure fund in China and India assets, as part of efforts to complete investments in the next two years, Reuters reported.... Mon, 15 Mar 2010 06:40:33 -0400 http://www.inveslogic.com/sectors/directory/deal-book/1383151?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383125?rsstype=populararticles&cid=32 Further to my last post about Stephen Roach turning more sanguine on China and her property bubble, a number of items have created further concerns about the risks of a double-dip recession.First, the WSJ reports that Premier Wen Jiabao warned th... Mon, 15 Mar 2010 05:36:06 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383125?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383126?rsstype=populararticles&cid=32 China has been and remains the strongest leg of the economic recovery. While most other countries remain entangled in a weak recovery or no recovery at all, China s economy appears to have surged back to its pre-crisis growth rates. But as... Mon, 15 Mar 2010 04:36:26 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383126?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/walter-hutchens-blog/1383452?rsstype=populararticles&cid=32 RT @RenMedia Microsoft We'll spend $500 million for research in China this year http://bit.ly/c5NbHG #NYTimes: Report Details How Lehman Hid Its Woes http://s.nyt.com/u/F06 #Business Week: Why MBAs are Going East Unprecedented growth, good salari... Mon, 15 Mar 2010 03:59:00 -0400 http://www.inveslogic.com/sectors/directory/walter-hutchens-blog/1383452?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383128?rsstype=populararticles&cid=32 The rhetoric about currencies, fiscal polices, debt levels, and the import/export situation between the US and China are a bit worrisome as they may impact near-term to intermediate-term stock markets. We can t quantify any of that, but the pub... Mon, 15 Mar 2010 02:30:21 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1383128?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/brad-delongs-semi-daily-journal/1382984?rsstype=populararticles&cid=32 Dani Rodrik: The End of an Era in Finance: [W]hat happened on February 19 can safely be called the end of an era in global finance. On that day, the International Monetary Fund published a policy note that reversed its long-held position on capital ... Mon, 15 Mar 2010 00:36:05 -0400 http://www.inveslogic.com/sectors/directory/brad-delongs-semi-daily-journal/1382984?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/etf-investor/1382725?rsstype=populararticles&cid=32 We think that there are numerous reasons for a rather large upgrade in 2010 earnings estimates once the Q4 figures are out. The shares are a steal. China's retail sales were up by 15.5% in 2009. Real (inflation-adjusted) retail sales growth was e... Sun, 14 Mar 2010 11:21:55 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1382725?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/etf-investor/1382740?rsstype=populararticles&cid=32 It was a good week for fundings in China life science, with five companies announcing new capital. Chief among them was AutekBio, which released the news that it would take advantage of an impressive $100 million for a biologic CMO facility.AutekBio,... Sun, 14 Mar 2010 09:58:00 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1382740?rsstype=populararticles&cid=32 http://www.inveslogic.com/sectors/directory/china-stock-blog/1382709?rsstype=populararticles&cid=32 Over the course of only four trading sessions, China Carbon Graphite Group (CHGI.OB) has more than doubled its share price. It closed last Friday at $1.52 and Friday it ended at $3.12. That is an absolute gain of 105%, or approximately 9600% annualiz... Sun, 14 Mar 2010 09:49:53 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1382709?rsstype=populararticles&cid=32