China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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West China Cement - Where Do We Go from Here?
Now that the deal of West China Cement Ltd (2233 HK) (WCC) with Anhui Conch Cement Co Ltd H (914 HK) (Conch) is off, is WCC standalone a good...
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Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
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Dawn of the Scrap Age: Iron Ore and Met Coal Will Suffer as China's Scrap Supply Rises.
The recent rally in bulk commodity miners will end in tears. Iron ore has risen to $60 per tonne from a bottom of $37 in December, with leveraged...
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China - Late 2012-Early 2013 Repeat
Every time the Chinese authorities try to wean the economy off monetary stimulus they are forced back into an ever diminishing cycle. 2015 is no...
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