Alibaba is “fundamentally a political investment”, buyer beware!

Share It Now!Here’s an interesting piece we picked up from Bill Bishop’s Sinocism newsletter on the political angle of the Alibaba IPO, originally published by PandoDaily. Pando’s mission is “to be the site-of-record for that start-up root-system and everything that springs up from it, cycle-after-cycle”   Michael Carney, PandoDaily, September 17, 2014    With Alibaba set to have the biggest IPO in […]

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China’s housing bubble is bursting – and Australia should be very worried

Share It Now! Michael Sainsbury Crikey, crikey.com.au, 2 September, 2014 Things are grim in Kunming, capital of China’s vast southern province of Yunnan. Not so very long ago, Kunming was a pleasant provincial university city with relatively fresh mountain air. But over the past decade it has suffered the same fate as hundreds of Chinese […]

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Global supply glut puts coal producers under pressure

Share It Now!Michael Sainsbury Nikkei Asian Review, asia.nikkei.com, 29 August 2014 It has been a tough year for commodities, particularly large-volume bulk commodities, but none face as much of a challenge as coal. Prices for both thermal coal and metallurgical coal for steelmaking have languished for the past two to three years amid a supply […]

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