EMerging Equity
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Potholes Emerging In China’s New Silk Road
By Salman Rafi Sheikh, Asia Sentinel The acknowledgement by Xu Shanda, a retired Chinese deputy director of the State Administration of Taxation, last week regarding potential losses of Silk Road projects has drawn widespread attention as it challenges the prevailing myth of an indomitable and inevitable system in which ultimately all roads will lead to Beijing. The … Continue reading
The Case For Indonesia
By Charles Mautz, Chinus Asset Management During a recent visit to Jakarta, it was evident that Indonesians are optimistic. Investment managers, business leaders and taxi drivers all voiced their opinion that things are getting better and that the future is bright. Up to now, Indonesia has generally punched below its weight. It is often lumped together with … Continue reading
Global Uncertainties, Chinese Slowdown Weigh On Asia’s Growth: ADB
Growth is slowing across much of developing Asia as a result of the continued weak recovery in major industrial economies and softer growth prospects for the People’s Republic of China (PRC). This will combine to push growth in developing Asia for 2015 and 2016 below previous projections, says a new Asian Development Bank (ADB) report. … Continue reading
China’s Transition To A Consumer Led Economy: A Precarious Wish
By Jeffrey P. Snider, Alhambra Investment Partners The idea that China was transitioning to a “consumer led” economy was always a precarious wish. Doubts start with the timing, as it wasn’t until 2009 that it was even proposed, but the idea really didn’t gain any traction until after 2012. In other words, the only time Chinese … Continue reading
The Movement Of Gold Eastward On The New Silk Road
By Rory, The Daily Coin Louis Cammarosano, Smaulgld, and I sat down to discuss the flow of gold and silver as the path East is well worn at this point. While the West creates war, the East creates business. All the talking media idiots constantly complain about how China’s GDP has “dropped” down to around 6%. Did … Continue reading
New Silk Road Gold Trading Kicks Off As Kazakhstan And China Join Forces In Gold Market
By Koos Jansen, BullionStar The other day I bumped into a small but potentially important news item on the website of the Shanghai Gold Exchange. The article was published in Mandarin, of course, as the Chinese (authorities) hardly ever publish valuable information in English – most articles published in English have been intentionally written to communicate … Continue reading
China Explores Its Monetary Easing Toolkit
By Kangning Chen The People’s Bank of China (PBoC) has flooded China’s financial system with record amounts of cash this past week to pre-empt the annual liquidity crunch ahead of the Lunar New Year in early February. The central bank is cautiously refraining from cutting interest rates or the reserve requirement ratio (RRR), as it … Continue reading
Asian Infrastructure Investment Bank Opens For Business
By Saibal Dasgupta The new Asian Infrastructure Investment Bank, backed by China as a potential rival to the World Bank and other international lenders, opened Saturday in Beijing. The 57 member nations have contributed $100 billion in capital to the AIIB, making it nearly half the size of the World Bank as it begins operations. “This … Continue reading
What To Expect In Southeast Asia In 2016
By Global Risk Insights 2016 will be an interesting year for Southeast Asia, as the region braces for changes in government (or none at all), implements the ASEAN economy community, and prepares for volatility with the rising tension of the South China Sea and the increasing risk of terrorist attacks. Myanmar NLD needs to … Continue reading
‘Silk Road’ Countries’ Gold Reserves Accumulation Has Grown 450% Since 2008
Silk road total demand, including the growth of official reserves and commercial imports, has risen from 1,493 tonnes in the year 2000 to over 27,087 tonnes in 2015. The greatest increase has been since the global financial crisis in 2008 with an astonishing increase of 450% over the total amounts accumulated until then. As you … Continue reading
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