Chinese Rich Folks Are Leaving The Country

Via Also sprach Analyst: Bain & Co and China Merchant’s Bank Private Wealth Report 2011 found that the so-called high net worth individuals rose 19% in 2010 compared to 2009.  Sadly, 60% of them are considering emigration or are already doing so, and 27% of those with 100 million yuan have already emigrated, and 47% of … Continue reading

Why I Am Sick Of Shaun Rein?

This is a question that I do not understand. Who is he? Yesterday he challenged Nouriel Roubini’s idea that China will  face hard landing.  Shuan Rein, who seems to know a lot about China but does not know a thing, suggested that it was Nouriel Roubini who does not know a thing. Why I am … Continue reading

Short China, Will You?

Bearish blogger at Also sprach Analyst proposed that we should short China.  He believes that China has bubbles in residential and commercial real estates.  Infrastructure booms, local government debts, demographics and other reasons are also key to his bearish assessment of Chinese economy. The recent debates surrounding China almost always spark huge interests, with both … Continue reading