China: Investor Confusion Leading to Volatility According to Jonathan Anderson of Emerging Advisors Group (EM Advisor Group), who is our favorite China economic analyst, his “base case” for China has shifted. Regular readers know that we have followed Mr. Anderson for many years, and that in our view he has Read more
China Is Not Crashing Panic over Chinese stock markets and the Chinese economy is irrational. There has been no historical correlation between the Chinese stock market and the Chinese economy, and there is no indication that the Chinese economy is crashing. In China, we see a maturing economy navigating a Read more
Panic of the Day The media thinks it’s big news from China that the Yuan has fallen in U.S. Dollar terms by 4 percent as of this writing. Those who know the facts realize that this isn’t big news. The Chinese currency today sits 33 percent above where it was Read more
Chinese Market Swoon Puts the Western Press in Panic Mode The western press has been full of news about China’s 30 percent market fall and the Chinese government’s strong reaction to firm up share prices. China has seen several has 30 percent market declines before the current one. Some of Read more
Volatility Flash Points May Give Buying Opportunities Greece Greece is a country of about 11 million people and not really that significant in terms of its economic activity. Yet the shenanigans of the Greek politicians, the chronic tax avoidance by many Greek citizens, and the country’s habitual fiscal irresponsibility have Read more
Investment Summary World economic optimism is rising, and as a result, demand for government bonds is receding. Inflation is starting to be felt in some Asian countries, especially India. We note that new jobs and higher wages are a trend in the U.S., and we expect this trend to gain Read more
Why China Remains Our Favorite Market For Investment The current Chinese market correction will be off and on for a few more weeks as the Chinese government tries to convince the public that they want the market to rise, but in a systematic and non-speculative manner. During this period we Read more
Investors’ Burning Questions Last weekend GIM’s Chief Investment Officer, Monty Guild, gave a speech to investors about world markets. During the Q&A, it became obvious that investors had four central concerns: 1. “The U.S. market is high; how do we know when it is topping or has topped?” 2. “What Read more
Mainland Chinese and Hong Kong Stocks We are bullish on mainland Chinese and Hong Kong stocks. The Shanghai stock market is going up, and there are several theories about why it is rising. Our favorite is that when the U.S. grows more slowly, money migrates to China. In our opinion, Read more
The China Bull Rages China’s domestic stock markets in Shanghai and Shenzhen have put on strong rallies since the middle of 2014. Recently, the China rally shifted into high gear. We believe this outperformance is being driven by the desire of the Chinese government to draw domestic investors into stocks Read more
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