china

Black Swan Survey

Black Swan Survey

1 mins. to read

Speaking at the Isle of Man Funds Association Annual City Luncheon, Jim Mellon asked attendees what Black Swan event they anticipate in the coming year. Responses ranged from some tame market forecasts to full-scale World War 3.   Here is what they had to say-   Market predictions: “The current UK HNW asset bubble bursts…

China’s One Billion Tonne Question

China’s One Billion Tonne Question

3 mins. to read

The billion tonne question is raging. China’s tumult has been well publicised in recent weeks, but for coking coal and seaborne iron ore, the key question remains: will Chinese steel output ever trip through 1 billion tonnes per annum. If it does, continued output expansion by mining companies is arguably justified. But if it doesn’t,…

China has caught a cold, so mining bosses are sneezing

China has caught a cold, so mining bosses are sneezing

3 mins. to read

Mining in Chaos Over China’s Currency Move China’s unexpected decision to trim the country’s official exchange rate twice in the last two days has sent shockwaves through the global economy, but one sector that is really grappling with the announcement is the world’s mining press. The policy move, which cut the value of the renminbi…

Desperate Measures in China

Desperate Measures in China

2 mins. to read

The Chinese saga is only getting started, as the country surprises the markets with ever more desperate measures. After spending almost $150 billion trying to contain a stock market collapse and declaring short selling as “malicious”, China is now devaluing its currency by the most in 20 years, as exports dropped 8.3% in July. While…

Russia, China and Iran: Should We Ever Invest in Bad Boys?

Russia, China and Iran: Should We Ever Invest in Bad Boys?

15 mins. to read

As seen in this month’s issue of Master Investor Magazine. Emerging markets once lured investors with the promise of rich pickings. The BRICs (Brazil, Russia, India and China) were once sure to make us wealthy, or so Jim O’Neil, formerly chairman of Goldman Sachs Asset Management, assured us. When they went off the boil he…

Emerging Markets Crisis?

Emerging Markets Crisis?

8 mins. to read

While everyone is concentrating in Greece and the actions taken by the US Federal Reserve, Emerging Markets are collapsing silently. The cracks in the developing economies are deeper than most realise and the risk of a 1997-like currency crisis may catch many by surprise in a not-so-distant future. Instead of achieving a strong financial position,…

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