australias debt...she'll be right.., page-55

A bit of a Chinese mix

Re - Quantitative Teasing Policy in China.

And, despite structural change China set to maintain its manufacturing dominance.

sources: on charts

Question to anybody who knows: China will be buying gas at ~USD 9.50/mmbtu v regional LNG USD 16 (plus pipe=no regasificn) => significant cost advantage in manufacturing as seen in US?

Property market: In the 10 major Chinese cities inventories of residential floor space available are just under 20 months of sales, the number does not include the bare-shell properties sold but empty, which is another big overhang on the mkt.

For those who trade EM equity: P/E vs fwd sales growth. BRIC SOE is cheap, manufacturing exporters have growth, avoid domestic stocks & commodities

And for the 1 reader who may read this: "Wake Up, Washington: All’s Not Well in Taiwan", click on link

Link

Enough from me, will leave to others to contribute.