china

Black Swan Survey

Speaking at the Isle of Man Funds Association Annual City Luncheon, Jim Mellon asked attendees what Black Swan event they…

China’s One Billion Tonne Question

The billion tonne question is raging. China's tumult has been well publicised in recent weeks, but for coking coal and…

The sound of breaking China, or China by numbers

As my response to what seemed the panic and hysteria of the Great Fall of China last week, I got…

The Chinese currency devaluation: the view of a Little Englander – keep calm and carry on

This is not as dramatic and as myopically self interested as it looks. Nor is it beyond reason... Yesterday’s allergic…

China has caught a cold, so mining bosses are sneezing

Mining in Chaos Over China's Currency Move China's unexpected decision to trim the country's official exchange rate twice in the…

Desperate Measures in China

The Chinese saga is only getting started, as the country surprises the markets with ever more desperate measures. After spending…

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

As seen in this month’s issue of Master Investor Magazine. Emerging markets once lured investors with the promise of rich…

Emerging Markets Crisis?

While everyone is concentrating in Greece and the actions taken by the US Federal Reserve, Emerging Markets are collapsing silently.…