THE FREIGHT TRAIN THAT IS CHINESE OIL DEMAND….

...like the China story.  I’ve consistently harped on the fact that the US economy is no longer the engine of growth in this cycle.  Back in early 2009 I wrote: “For a long time the world economies have played second fiddle to the U.S.  You often hear “when the U.S. sneezes the world catches a cold”.  

LNKD  YNDX

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 After a few weeks of intense activity,finally the most recent CDN. Goldman’s O’Neill: Should One Sell in May and Go Away?. O’Neill remains bullish, but notes that China faces a challenge in keeping inflation under control. “ If I simply look at reliable indicators that have served me well in the past, I find myself slightly worrying that China runs some risk of slowing things too much.  I am sure my concerns will turn out to be temporary.”On The Next Chinese Craze: "Money Lending", Or Has The PBoC Lost Control Of Money?...PBoC has China not seen any decline in its inflationary pressures over the past 6 months. Finally, courtesy of Sean Corrigan who first identified the so called reverse Cash-n-carry trade in China over two years ago, we have our answer on the "next Chinese investment craze" - money lending. May 2, 2011China’s Social Network RenRen is no FacebookFor starters, Goldman Sachs estimates Facebook is worth $50 billion worldwide. RenRen, which is hoping to beat Facebook and become the world’s first social network to list on a stock exchange, is hoping to raise a half a billion in the offer.  3:42 PMCOT REPORTS – HEDGE FUNDS DOWNSIZE COPPER HOLDINGS...noted how China’s steps to tighten liquidity had begun to weigh on its equities markets – and most notably the energy and materials sectors. The question is whether the recent stalling in the copper price is reflective of this same effect: Seems like a reasonable argument.   May 2, 2011China vs. India, the Population Numbers. India released early numbers from its new census late last month, while China released its provisional numbers Thursday. Here’s a comparison of some key numbers from the world’s two most populous nations: SIZE China: 1,339,724,852 India: 1...May 2, 2011The jury is out on investment in ChinaFund managers are developing different approaches to the investing in China debatefrom Financial Times - FTfm - May 1, 2011Eight Days A Week$26.74bn in revenue, £0.69 an hour - is Apple exploiting Chinese workers ?China is different. As a friend recently commented to me, there should be three categories of economies: developed, developing and China. China may struggle, but it will struggle in a uniquely Chinese way, and inevitably pose deep questions about the future of capitalism. from macrobusiness.com.au - Apr 30, 2011  The whole summary of interesting articles can be found here.

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