Financial Markets

Random musings on global financial markets, technology, physics and geopolitics

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From FT : My lessons from life as a Chinese central banker

May 13th, 2012 · No Comments · Geopolitics, Markets

  My lessons from life as a Chinese central banker By David Daokui Li When I became one of three academic members of the People’s Bank of China’s Monetary Policy Committee in April 2010, I knew I was unprepared, despite teaching economics for nearly 20 years in the US and Hong Kong before returning to […]

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Satyajit Das : Back to the Future

November 23rd, 2009 · No Comments · Geopolitics, Markets

A global market perspective that I agree with . . . November 23, 2009 The Future That Was China’s economic model is reminiscent of 17thcentury mercantilist policies. Thomas Mun, a Director of the East India Company, in England’s Treasure by Foreign Trade (1664), wrote that the purpose of trade was to export more than you imported. […]

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USA-China flowchart : Neat !

May 26th, 2009 · No Comments · Markets

Double-click on chart to get a better picture.

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China cements role as top creditor to US: Treasury

March 19th, 2009 · No Comments · Geopolitics, Markets

The USA owes China $740B and the USA continues to beg China ad Japan buy more bonds in the next several years while we spend like a profligate drunkard.   Like Chavez (cash has run out), who is telling creditors that he will give them useless paper (like we do bonds) or turn on the […]

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Why the Coke-Huiyuan Deal Failed

March 19th, 2009 · No Comments · Markets

Excellent review : economics, marketing, politics Seven Reasons Why the Coke-Huiyuan Deal Failed March 19, 2009    David Wolf Just after the Ministry of Commerce announced that it had rejected Coca-Cola’s (KO) bid for Chinese juice-maker Huiyuan, I got a message from a very astute friend of mine who noted “that deal was dead the […]

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China and US Treasury Bonds

November 23rd, 2008 · No Comments · Markets

China and Japan continue to be the largest investors in US assets.  US treasury bonds ‘still the best option’ By Xin Zhiming (China Daily) Updated: 2008-11-20 09:46  China is likely to continue increasing holdings of US treasury bonds even after becoming the No 1 holder because it is the best way to deploy its $1.9 […]

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