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The shipping world is about to change with the opening of new Panama Canal locks. U.S. shale reserves: now you see me, now you don’t. Headlines * FT - Coal use plunges as China cuts back and US turns to gas 6/8. "Global consumption and production levels for
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The Wall Street Oil Crash in charts. Chinese $3tn bond market not looking so good. This week is a very graphic heavy week, just happens that way sometimes. Additionally, I want to call attention to a report that me and my business partner put out for our real estate development
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Chinese companies looking for cash flow. The knock on effects of low oil prices. U.S. Commercial Real Estate starting to get that sinking feeling. Happy Easter! This week the three major themes/articles are 1) James Kynge, Gabriel Wildau and Don Weinland’s "China Inc: The quest for
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China’s media censorship. Life insurance companies face a daunting future. S&P earnings not quite so. Commercial real estate values in limbo. Some weeks I wonder if there will be enough quality material to post and then there are weeks like this one when there is a deluge.
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The $860bn gorilla is increasing its real estate allocation, Saudi Arabia wants to borrow money, and Passport Global’s commentary on QE, China, and illiquidity. This week three articles that stood out were 1) Saleha Mohsin’s two-part article in BloombergBusiness "Norway SWF Says Adding $86 Billion in
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China’s Economic Transition. Sovereign Wealth Funds – How can we reduce costs and increase returns? Corporate Profits Peaked? This week three key themes that stood out were 1) how China’s economic transition from an investment-led economy to a consumption-led economy is by no means going smoothly as