US’s new ambassador to China is causing some soul searching within China (twixt between pride and ‘it couldn’t happen in China’) See Bloomberg This one is long but serious – basically China’s ‘banks’ aren’t banks as we think of them but are vehicles for government policy and certainly are not investment grade but more likely […]

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America can’t afford complacency on China (Reuters – by Ian Bremmer – this guy provides strategic advice to big money clients on investing in China. He’s been early on about ‘state-sponsored capitalism’ as a new type of economic warfare. ) Rise of China state-owned firms rattles U.S. companies (Reuters also) Some of the money quotes: […]

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BBC is out with an update on fake stores (for those not tracking this issue, China has gone from faking products to faking whole retail operations). Although China shut down two stores, a recent blog report and follow-up by local authorities found 22 stores. …according to Chinese trade officials, 22 have been found unlawfully using […]

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Gordon Chang, author of two books, The Coming Collapse of China and Nuclear Showdown: North Korea Takes On the World,  is out with an article in Forbes pointing out that “Obama can’t say the word ‘China’”. He points out that much of the bluster from China is not material. If China doesn’t want our money, […]

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