Archive for June 29th, 2009

Commodity Supercycle

Posted in Uncategorized on June 29th, 2009 by Paul Deng – Be the first to comment

We are in a commodity super cycle.

China’s industrialization is certainly one of the main contributing factors. And if the current cycle is coupled with high inflation, if not hyperinflation, where investors find investing in both bonds and equities become much less attractive, the super cycle will be pushed to a newer level.

Watch this video analysis from FT:

commodity+super+cycle Commodity Supercycle
(click to watch the video)

Chinese Yuan back to hard peg to the dollar

Posted in Uncategorized on June 29th, 2009 by Paul Deng – Be the first to comment

An analysis of recent development of Chinese currency Yuan.

yuan Chinese Yuan back to hard peg to the dollar
(click to watch the video; source: FT)