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  1. Recession-Proof Investment Strategies

    Recession-Proof Investment Strategies

    seekingalpha.com » US Market Commentary from Seeking Alpha - 6 hours ago

    Dr Enzio von Pfeil submits: Excerpts from Dr. Enzio von Pfeil's November 18, 2008, appearance on CNBC Asia, Worldwide Exchange: Asian economies are in technical recession - how does that impact your investment

    Also tagged: spy, dia, fxi, ewj, ewh, enzio von pfeil

  2. Is China the Next Shoe or the Final Capitulation?

    seekingalpha.com » China Stocks News and Analysis from Seeking Alpha - 11 hours ago

    Cam Hui submits: China, with its enormous reserves, had long been regarded by many investors as the last bulwark against the financial conflagration sweeping the globe. Now comes this story indicating that China

    Also tagged: fxi, mtu, cam hui

  3. Would a Trade War Help Solve the Problem of Excess Capacity?

    seekingalpha.com » SeekingAlpha.com: Home Page - Nov 16, 2008

    Michael Pettis submits: On Friday Chinese stock markets capped one of the best weeks in an awfully long time, with the SSE Composite closing at 1986, up 3.1% for the day and 13.7% for the week. Although a lot of local

    Also tagged: fxi, michael pettis

  4. China Slowdown: A Drag on Global Growth

    seekingalpha.com » SeekingAlpha.com: Home Page - Nov 16, 2008

    David I. Templeton submits: A large player in the global/emerging growth story has been China's economic growth. Just as China was instrumental in the growth of the emerging markets, the countries recent slowdown is

    Also tagged: oil, spy, dia, dbo, fxi, uso, qqqq, caf, david i templeton

  5. Is Smoot-Hawley Coming Back?

    seekingalpha.com » SeekingAlpha.com: Home Page - Nov 13, 2008

    Michael Pettis submits: Chinese stock markets have bucked the trend in the rest of the world by posting a decent day yesterday and a great day today. Yesterday the SSE Composite rose 0.8%, and today it rose another

    Also tagged: fxi, michael pettis

  6. China Gets It Right, But Hurts America

    seekingalpha.com » SeekingAlpha.com: Home Page - Nov 13, 2008

    John Browne submits: The announcement of a massive stimulus package of almost $600 billion shows that China means business not just in reviving, but also in rejuvenating its economy. As both America and China

    Also tagged: fxi, john browne, caf

  7. Don't Count on China to Stimulate Commodity Prices (Yet)

    seekingalpha.com » China Stocks News and Analysis from Seeking Alpha - Nov 13, 2008

    Contrarian Profits submits: By Irwin Greenstein After China unveiled plans for a $586-billion stimulus package on Sunday, the media was abuzz that it could re-start the flagging commodities market. But it may be

    Also tagged: dbc, fxi, gsg, caf, contrarian profits

  8. U.S. and World Markets Slump After China Bailout

    seekingalpha.com » China Stocks News and Analysis from Seeking Alpha - Nov 11, 2008

    Jonathan O'Shaughnessy submits: China announced on Sunday that is was going to put a stimulus package worth approximately $585 billion dollars into effect over the next two years. A Marketwatch article entitled

    Also tagged: fxi, jonathan o shaughnessy

  9. Comparing Valuations in China and the U.S.

    Comparing Valuations in China and the U.S.

    seekingalpha.com » US Market Commentary from Seeking Alpha - Nov 11, 2008

    Hickey and Walters (Bespoke) submit: Since US markets peaked last October, the S&P 500 is down 41%, while China's Shanghai Composite is down 68%. Over the same time frame, the trailing 12-month P/E ratio of the

    Also tagged: spy, fxi, ivv, bespoke investment group

  10. Is China's RMB 4 Trillion Fiscal Package Losing Steam?

    seekingalpha.com » SeekingAlpha.com: Home Page - Nov 11, 2008

    Michael Pettis submits: On Sunday I suggested that the newly-announced RMB 4 trillion fiscal package would cause markets to surge, but that the rally would not last very long as analysts began examining the numbers

    Also tagged: fxi, michael pettis

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