Please Change Your Feed URL and Bookmarks

Econintersect has changed the feed URL tohttp://feeds.feedburner.com/GlobalEconomicIntersection. Please bookmark and visit our new analysis blog at http://econintersect.com/a/blogs/blog1.php. Here is what we posted today in analysis: Analysis Blog February 2014 Pending Home Sales Data Again Bad Third Estimate 4Q2013 GDP Revised to 2.6%

Please Change Your Feed URL and Bookmarks

Econintersect has changed the feed URL tohttp://feeds.feedburner.com/GlobalEconomicIntersection. Please bookmark and visit our new analysis blog at http://econintersect.com/a/blogs/blog1.php. Here is what we posted today in analysis: Analysis Blog Durable Goods Mixed in February 2014 Eccles, Conant, Foster, Hobson and Mandeville for the 21st Century EU’s Latest Nail In Its Own Coffin

Stratfor: New Investment Platforms Raise Questions for China’s Banking System

from Stratfor The growth of large online investment platforms has captured the attention of Chinese authorities in recent months. Non-state enterprises such as Alibaba Group Holding Ltd., which runs the e-commerce website Taobao, and Tencent Holdings Ltd., a social media conglomerate that runs the popular WeChat online messaging program, are an emerging force in China’s …

Stratfor: The Asian Status Quo

by Robert D. Kaplan and Matt Gerken Arguably the greatest book on political realism in the 20th century was University of Chicago Professor Hans J. Morgenthau’s Politics Among Nations: The Struggle for Power and Peace, published in 1948. In that seminal work, Morgenthau defines the status quo as “the maintenance of the distribution of power that …

China: Bank Shares Priced as Options

Tom Holland had an interesting piece in the South China Morning Post three weeks ago in which he discusses the low valuations of Chinese banks. About a decade ago, if I remember correctly, Chinese banks were trading between three and four times book.