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Archive for the William Pesek Category

Alibaba Is the Canary in China’s Coal Mine – BloombergView 09-01-15

Salient to Investors: William Pesek writes: Alibaba’s shares slide with each new report of middle-class Chinese raising cash and delaying spending. Alibaba’s $166 billion market cap exceeds the annual output of many countries. The Chinese economy will weaken further: domestic and external demand is sliding along with the stock market. China will experience a negative

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Did Soros Just Predict a China Crash? – Bloomberg 01-08-14

Salient to Investors: William Pesek writes: George Soros believes the main risk facing the world is a Chinese debt disaster that is unfolding in plain sight. Soros said China’s restarting of the furnaces also reignites exponential debt growth, which cannot be sustained for much longer than a couple of years. Soros

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Pesek on Asia: China’s Balancing Act – Bloomberg 12-16-13

Salient to Investors: William Pesek writes: I agree with Tom Holland at The South China Morning Post that China cannot both maintain 7 percent-plus growth rates and implement huge reforms. Thailand has seen 18 coups in the past 60 years. The whole reason for being bullish on Japan Inc. so

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Irrational Exuberance Overtakes Asia – Bloomberg 12-12-13

Salient to Investors: William Pesek is  writes: The “Greenspan put” that flooded markets with cash whenever things got dicey has become the default position in Washington, while in Asia there is an even more dangerous escalation of this policy in papering over cracks in economies that desperately need tougher, structural

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Japan’s Secrets Bill Turns Journalists Into Terrorists – Bloomberg 12-02-13

Salient to Investors: William Pesek writes: According to one prevailing theory, China is creating an international storm to change the subject domestically away from income inequality, official corruption and China’s blackening skies. Japanese Premier Abe is seizing the opportunity to rush a chilling official-secrets bill into law: which if enacted

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Xi Jinping Overreaches in the East China Sea – Bloomberg 11-28-13

Salient to Investors: William Pesek writes: China’s declaration of a vast air defense identification zone belies all the talk of its peaceful, magnanimous rise as a world power. A tiny accident or miscalculation in the skies above the disputed islands could easily spiral out of control, dragging Washington into a

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Pesek on Asia: Breakfast at Tiffany’s – Bloomberg 10-02-13

Salient to Investors: William Pesek writes: Asia represents more than half the global economy. Softbank founder Masayoshi Son’s $326 million purchase of Tokyo’s landmark Tiffany Building may be a sign Japan’s long-suffering property market is turning around – the success of this investment will be a good barometer. Every scrap

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Indonesia Has Bigger Problems Than Bikinis – Bloomberg 09-19-13

Salient to Investors: William Pesek writes: Indonesians are outraged over bikinis but not over the right target of obscene levels of graft, and policies that have made the rupiah Asia’s most pathetic currency. The more voters obsess about exposed skin, the less the fraudulent class has to worry about being

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Where 500 Retweets Can Win You 3 Years in Prison – Bloomberg 09-12-13

Salient to Investors: William Pesek writes: China’s escalating war on free expression is unfolding in ways that even George Orwell could not have dreamed up, and clear evidence that China will not be serious about economic reforms and its leaders lack an ingredient vital to overhauling the economy: self-confidence. Markets

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India’s New Central Banker Isn’t a Superhero – Bloomberg 09-05-13

Salient to Investors: William Pesek writes that Raghuram Rajan at the RBI has no control over what really ails India, namely: Politicians spending without accountability Corruption Government transparency The red tape that is deterring investment and strangling growth. Tax policies that limit revenue streams and encourage an explosion of startups

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