Taiwan-China relations will be peaceful for a long time to come,
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If the CNY revaluation story loses steam, Hong Kong's interest rate could rise by over 100 bps soon.Andy Xie
In the 1990s, the state banks shoveled those deposits to inefficient state companies. The end result was a large number of nonperforming loans.
Andy Xie
There will be more coming. There will be measures on land supply, since that's very vital to this tightening.
Andy Xie
In particular, if another Bush government moves on to Iran, then oil prices would go very high and really threaten China's economic development.
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The financial sector may have become dependent on the trading profits from oil. As evidence accumulates over weakening demand and strong supply, I believe oil prices could collapse,
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