Showing posts with label capital flows. Show all posts
Showing posts with label capital flows. Show all posts
Tuesday, November 11, 2014

More Chinese Government Massaging of the Stock Market: The Hong Kong-Shanghai Connect; Added Symptoms of HK’s Bubble: Prison Cell condos

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I have been posting here how the Chinese government has been attempting to stoke a stock market bubble (directly or indirectly) in order to...
Friday, October 25, 2013

PBoC Tapers: China’s Interest Rate Markets Under Pressure

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The consensus has basically downplayed almost all forms of risks in the face of a US inspired global stock market melt UP . Yet the res...
Wednesday, August 21, 2013

Asia Slump: Has Capital Been Flowing Back to the US?

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Part of the bond vigilante dynamic has been contributed by the growing risk aversion of foreigners in holding US assets.  Last weekend ...
Wednesday, May 08, 2013

The Atlantic on Philippine Economic Boom: Looks Great on Paper

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I spoke about unevenness of the Philippine boom last weekend “Protectionist reflexes on sensitive sectors” represents as the “concentra...
Tuesday, April 30, 2013

IMF to Asia: Put a Brake on Credit Bubbles!

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Interesting developments.  Asia has to put a brake from her asset bubble blowing policies, th is has been the latest prescription by th...
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Tuesday, April 16, 2013

World Bank: Developing Asia Should Put a Brake on Easing Policies

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Interesting call from the World Bank.  From the Jakarta Globe : The World Bank is urging developing economies in East Asia and Paci...
Sunday, March 17, 2013

Phisix and the BSP: This Time is Different?

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All truth passes through three stages. First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as being self-evident...
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