Greg Canavan says: ‘Nothing has fundamentally changed in China in six months. China has simply found new ways to keep its credit boom going’.
January 12th, 2013 | The Daily Reckoning+ | 0 comments | ContinuedAll Posts Tagged With: "china bust"
How Will Your Stocks React if China Goes ‘Nuclear’ in 2013?
Whether or not the China boom really is over is the most important question you can ask about your wealth this decade. So in the last couple of days before the Christmas break I sat down and put that question to Greg Canavan.
December 27th, 2012 | The Daily Reckoning+ | 8 comments | Continued
Australia’s Economic Boom in Reverse
The global debt binge fuelled China’s rise. That fuelled Australia’s economic boom time. It’s now set to work in reverse.
July 9th, 2012 | Dan Denning+ | 1 comment | Continued
China’s Economic Policy of Denial
The Chinese economy’s manipulated financial system holds the key to understanding why domestic demand won’t pick up anytime soon. And with most of China’s leadership in denial, deep and difficult reforms are not on the immediate agenda.
July 5th, 2012 | Greg Canavan+ | 5 comments | Continued
Australian Resources Sector: Caught in the Inflationary Vice
While the Australian resource sector has already endured nasty selling, perhaps there’s more to come. It’s no secret that investors don’t like the sector at the moment.
June 29th, 2012 | Greg Canavan+ | 0 comments | Continued
Turning on China’s Economy
Not long ago, BHP told investors it planned to invest $80 billion over the next five years. Now, it says that’s not going to happen. China’s economic boom is turning into a bust and companies are reassessing expansion plans very quickly.
May 17th, 2012 | Greg Canavan+ | 1 comment | Continued
China’s Monetary Policy
To think that China’s monetary policy is ‘tight’ and a few tweaks of the interest rate lever will encourage another wave of borrowing and even greater credit growth is wishful thinking.
November 25th, 2011 | Greg Canavan+ | 0 comments | Continued
