Comments on: An undervalued Chinese currency is bad for the world but could be profitable for you http://jubakpicks.com/2009/11/17/an-undervalued-chinese-currency-is-bad-for-the-world-but-could-be-profitable-for-you/ Tue, 22 May 2012 22:19:06 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: aleblanc10 http://jubakpicks.com/2009/11/17/an-undervalued-chinese-currency-is-bad-for-the-world-but-could-be-profitable-for-you/comment-page-1/#comment-12827 aleblanc10 Wed, 03 Nov 2010 19:52:36 +0000 http://jubakpicks.com/?p=2193#comment-12827 Jim, what do expect to happen to DGW now that the accounting issues have been brought to light. Jim, what do expect to happen to DGW now that the accounting issues have been brought to light.

]]> By: macpete http://jubakpicks.com/2009/11/17/an-undervalued-chinese-currency-is-bad-for-the-world-but-could-be-profitable-for-you/comment-page-1/#comment-10111 macpete Fri, 25 Jun 2010 07:53:30 +0000 http://jubakpicks.com/?p=2193#comment-10111 "And, finally, you could buy into China’s huge need for water and water infrastructure by buying shares of Duoyuan Global Water (DGW)" Jim, any thoughts on this play (DGW)? it's just about at its year low. Tx. “And, finally, you could buy into China’s huge need for water and water infrastructure by buying shares of Duoyuan Global Water (DGW)”

Jim, any thoughts on this play (DGW)? it’s just about at its year low.

Tx.

]]> By: nukeage http://jubakpicks.com/2009/11/17/an-undervalued-chinese-currency-is-bad-for-the-world-but-could-be-profitable-for-you/comment-page-1/#comment-1855 nukeage Wed, 18 Nov 2009 17:33:27 +0000 http://jubakpicks.com/?p=2193#comment-1855 Thank you for being reasonable yet encouraging, as usual. So, you recommend putting money into a mutual fund that invests in China at this point? I have switched my emerging-market investment from mutual funds to ETF in preparation for "carry-trade-over-then-get-the-hell-out" event you have mentioned elsewhere. I understand there's a difference, but my brain is NOT cooperating! Thank you for being reasonable yet encouraging, as usual. So, you recommend putting money into a mutual fund that invests in China at this point? I have switched my emerging-market investment from mutual funds to ETF in preparation for “carry-trade-over-then-get-the-hell-out” event you have mentioned elsewhere. I understand there’s a difference, but my brain is NOT cooperating!

]]> By: richard.bready@gmail.com http://jubakpicks.com/2009/11/17/an-undervalued-chinese-currency-is-bad-for-the-world-but-could-be-profitable-for-you/comment-page-1/#comment-1845 richard.bready@gmail.com Wed, 18 Nov 2009 06:31:05 +0000 http://jubakpicks.com/?p=2193#comment-1845 In 1933, the US depreciated the dollar by 40 percent, to the benefit of its trade balance and economy, and to the dismay of Britain, Germany, and France. In 1985, the US depreciated the dollar by 51 percent against the yen, creating the Japanese asset bubble and destroying Japanese prosperity. Why should China stop depreciating its currency, in favor of other countries' economies instead of its own, because the US asks it to? Real political pressure will be required to make this happen, and the political muscle to exert that pressure is not readily visible. In 1933, the US depreciated the dollar by 40 percent, to the benefit of its trade balance and economy, and to the dismay of Britain, Germany, and France. In 1985, the US depreciated the dollar by 51 percent against the yen, creating the Japanese asset bubble and destroying Japanese prosperity. Why should China stop depreciating its currency, in favor of other countries’ economies instead of its own, because the US asks it to? Real political pressure will be required to make this happen, and the political muscle to exert that pressure is not readily visible.

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