Chinese Treasury Holdings Back to 2010 Levels

For years, the mainstream media reported that China was unloading Treasuries when in fact they weren't (Treasuries were purchased and l...

China Now Owns Slightly Less than a Ton of Treasuries

The FT details : China was a large seller of US Treasuries in December but sought higher-yielding mortgage securities amid expectations of m...

China Still Buying Treasuries

I feel like a broken record, but once again the mainstream media and fear-mongering finance blogs get the Chinese Treasury holdings data wro...

China's Growth in Perspective

Credit Writedowns highlights Goldman Sachs Asset Management Jim O'Neill's views on the latest 9.2% Chinese GDP growth rate: "...

China, Liberty, and the Products We Love

When Steve Jobs passed away, I commented : The 5 iPods , 3 iPhones , iPad , and 2 Macs currently in my home attest to the fact that I believ...

China's Slowing Treasury Purchases

With almost each Treasury holdings release, the mainstream media claims China is selling Treasuries, when in reality purchases are just flow...

More on Chinese Investment

Yesterday, I posted about China's Investment Conundrum (specifically, that China can't keep growing their investments at the torrid...

China's Investment Conundrum

The chart below was created using data from a table within a recent Michael Pettis newsletter (his great blog China Financial Markets will ...