Tag Archives: china

china oil

Is the oil price confusion related to China…?

We have commented on these pages, and others have queried the strange fact of oil price slippage in the face of massive geopolitical headwinds in the Mid-East and Ukraine. But maybe the commodity price slippage is more demand driven?  

September 18th, 2014 by

Debt

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alibaba

NASDAQ looking a bit knackered….

We often look to market leadership in the technology and financials sector so as market highs are hit it was striking to see a Bloomberg article highlighting how badly technology stocks are faring right now…

September 18th, 2014 by

Style & Sector Trends

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china watch

These China debt mountains need to be watched…

We have regularly written about the China trust/shadow banking system on these pages but our expectation of some summer turmoil and defaults didn’t quite pan out. Nevertheless, the numbers continue to stagger….

September 5th, 2014 by

Debt

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captain says

Captain’s Blog……

Apologies to our readers for a quiet August. Hope you all had a nice summer. This writer has been totally immersed in his ActivateAlpha product which is about to launch an automated email service.

September 5th, 2014 by

Editorial

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china debt

China debt story bubbles away….

The WealthiFi site is peppered with China debt updates but we were half expecting a bit more news flow this summer. So far, not so much but the $14 trillion corporate debt story isn’t going away..

July 17th, 2014 by

Debt

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china germany

China’s shadow banking system now larger than German GDP!

The banking world throws up such huge numbers it is dangerously easy to lose track of real world context. The latest numbers from the Chinese themselves indicates its non-banking credit system is $4.4 trillion.

May 13th, 2014 by

Debt

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debt tsunami

China corporate cash flow decline meets debt tsunami….

WealthiFi readers know we are concerned about maturing debts in the China shadow banking system due this summer. The following story via ZeroHedge is less than encouraging and focuses on corporate revenue growth.

May 6th, 2014 by

Debt

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china smog

China feels a bit sick….

Yes, Ukraine is a big geopolitical story but the bigger market risk is China. Business Insider highlights big economic data misses from the Middle Kingdom but our concern remains the financial system…

March 14th, 2014 by

Editorial

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china wall

A little China debt reminder….

Hearing a few corporate bond issues being pulled in China. No doubt related to a default today in a relatively small Chaori Solar bond. Our bigger worry is the wave of maturing trust/debt products due in the summer.

March 7th, 2014 by

Debt

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Ghostbusters

Groundhog Day and ghosts of a crisis past?

Harold Ramis will be missed but Groundhog Day remains etched in the memories of all “90s comedy fans. But….the history of markets would suggest investors often miss events which have a striking resonance with the past.

February 25th, 2014 by

Financials

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