Archive for November, 2009

Repairing China’s financial system

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The stock market had a bad day today, with the SSE Composite down 3.62%, mainly on rumors that banks will be seeking to raise equity capital next year in response to their loan surge this year.  On Tuesday Bloomberg reported that the five largest banks were supposed to have submitted plans to regulators for raising …

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What rebalancing of Chinese and American consumption?

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Later today I am leaving to New York and DC for a week, so this may be my last post for several days since my schedule will be pretty hectic.  Of course most of my trip will involve meetings with bankers, investors and some government officials, but the timing of my visit was based on …

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