China – Wow
Posted by Dave Evans on January 21st, 2011With worries about China raising rates hitting commodities recently, I found the picture presented in this blog quite amazing: Shanghai in 1990 vs 2010. H/T FT Alphaville.
With worries about China raising rates hitting commodities recently, I found the picture presented in this blog quite amazing: Shanghai in 1990 vs 2010. H/T FT Alphaville.
Apologies, but I need a rant this morning. This morning I work up in a great mood that was soon dashed. I've thoroughly enjoyed living in Vancouver throughout the winter Olympics. There has been a great atmosphere in the City with residents keen to soak up the atmosphere and get involved where possible. The outpouring [...]
In a follow up to my last post on the P/E 10. A reader, Jerry kindly pointed out that I could get the data I needed from Shiller's site here. So with data to hand, I looked at whether you could time the S&P 500 depending on whether it was expensive on a historical basis. [...]
It's interesting to read the various reactions to the Volcker plan. Some are calling Obama a communist while others are backing it. Unfortunately there seems to be little by the way of solid detail on the plans, but I agree in principle that something major had to be done. Separating retail and more speculative banking [...]
Beth's parents may not be able to fly out and spend the Christmas period with us. All thanks to those BA employees who are striking with a 'heavy heart'. It's always hard to look at a situation like this and get the real facts (and objectively when you are frothing at the mouth). However, I [...]
Change we can believe in? There was a heck of a lot of talk in the intimidate aftermath of the credit crunch regarding regulatory changes that would be made, but what if anything has actually been done? Sure there are some capital ratios that have been tweaked, but what about wider, more pervasive changes? My [...]
Some reflections on the PBR Greece had its sovereign debt rating downgraded this week. It now has the lowest rating in the eurozone, closely followed by Ireland. So what does this mean for the UK's credit rating and does it matter? Following the PBR, UK CDS widened. According to CMA vision, the UK's sovereign debt [...]