Profit taking on Baidu’s horrible 82.6% revenue growth in the fourth quarter
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...When is a bad loan not a bad loan? When China’s government says it isn’t
China has told its big government controlled banks to roll over loans to local governments. That means local governments that borrowed from the banks to pay for the 2008 stimulus plan ordered by Beijing and to finance everything from factories to roads to apartment complexes to shopping malls to the tune of 10.7 trillion yuan ($1.7 trillion) won’t have to pay back those loans as they mature.
Yes, there is economic news from somewhere besides Greece
Inflation jumps in China, growth turns negative in Germany, but the U.S. economy looks genuinely stronger in today’s numbers
Now if only Yum! Brands could generate some sales growth in the U.S.
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 Shanghai will re-open with a rush on Monday after the Lunar New Year holiday
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...
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...Jim’s Stock Alerts
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