November 30 is a big deal for China – but not that big, yet
On November 30, China will join the world economic power big leagues. But it will be a while before China really belongs there… and before it really matters. That’s when the International Monetary Fund...
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Get ready for China’s currency to float, Jim Rogers told me
When China allowed its currency to devalue around 3% in mid-August, it caught the investment world by surprise. And if legendary investor Jim Rogers is right, China’s process of freeing its currency is...
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What went wrong for the renminbi – and how it gets worse
With the renminbi (also known as the yuan) at its lowest level against the dollar in five years, November seems far away. Yet it was just five months ago that the IMF crowned the renminbi (RMB) as a...
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Here’s what happens when currencies crash
Currency devaluations are like car wrecks. They’re usually sudden and bloody, they hurt a lot of other people, and they create a mess that can stop traffic for hours. As we’ve written before, I think...
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This is why you should follow the money in China’s economy
As I said yesterday, it’s just a matter of time before China’s currency starts depreciating. This will be bad news for some parts of the economy. And it could be a big boost to other parts of the...
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This is why China’s investors are crazy about bitcoin
Bitcoin is on a tear. The price of bitcoin has jumped 42 percent since the beginning of June. It hasn’t been this high since early 2014. It’s moved from a total market capitalization of US$8.3...
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Why you should be investing in China’s high-flying middle class
China’s middle class is on fire. By 2022 over 550 million people in China will be considered middle class. That would make China’s middle class alone big enough to be the third-most populous country...
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This is the best way to invest in China now
Buying an asset at a 25 percent discount is a great deal. It’s means that much easier to make money on an investment. And this is the case with some of China’s biggest and best companies right now....
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Why China Made It and India Did Not
Why has India trailed China – by a huge margin – in the economic development race? The below was written by my friends at Mumbai-based Equitymaster, India’s first, and biggest, independent investment...
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What China’s surging middle class will buy more of
As we’ve noted several times over the past few months, China’s middle class is set to become the largest in the world. Its spending habits are set to change the world of consumerism. And the middle...
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