China’s economy slows to a “just right” 8.9% growth rate in the fourth quarter
Is China the new Goldilocks? Global stocks markets certainly think so. The 8.9% growth rate for fourth quarter GDP announced today came in just right.
Home Inns and Hotels looks like a consolidator of the fast-growing Chinese hotel sector
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Tomorrow’s big mover–China will release data on fourth quarter GDP growth
China is due to report fourth quarter GDP numbers on Tuesday, January 17. Economists are looking for growth to drop below 9%. How far below 9%? The emerging consensus of the last few days seems to be somewhere around 8.5%.
Inflation in China continues to slow–watch the GDP data for the fourth quarter set for release on January 17
Inflation at the consumer level fell to a 15-month low in December, China’s National Bureau of Statistics announced today. Inflation at the producer level fell to the lowest rate in two years.The path to another cut by the People’s Bank of China in the bank reserve requirement before the Lunar New Year holiday is now wide open.
Bad news from Tiffany puts a sell on all luxury retailers–even Coach–in the short term
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Brazil’s economy is a quarter or two ahead of China’s–buy Brazilian stocks or wait?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...I think China will avoid a hard landing, but fear that it won’t is still rising and that will keep China’s bear market in stocks growling
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
Sector Monday: A Chinese engineering and construction pick for the second half of 2012 (and some positive thoughts for Fluor in 2012)
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Some very delayed bookkeeping on my Jubak Picks 50 portfolio and Yingli Green Energy (YGE)
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Now North Korea roils the financial markets
The death of North Korea’s Kim Jong Il on Saturday December 17 has thrown Asian markets into a tizzy. The fear is that Kim Jong Un, the designated successor, doesn’t have a very secure grip on power and will feel compelled to solidify his control with a bit of military adventurism such as a new nuclear test or a new shelling attack on South Korean territory.
It’s the right point in the cycle–the capital spending cycle, that is–for buying Disney
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Jim’s Stock Alerts
Download Jim’s eBook for Free
