tag:blogger.com,1999:blog-18183714.post562948250045531796..comments2024-03-08T20:25:35.963+08:00Comments on Malaysia-Finance Blogspot: China Should Lend More To Emerging Asian NationsSalvadorDalihttp://www.blogger.com/profile/06868577716920232901noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-18183714.post-68040306371759143942009-02-16T10:30:00.000+08:002009-02-16T10:30:00.000+08:00How much of those exports to china from emerging m...How much of those exports to china from emerging markets is input for final exports to US? The key question is how much of China's GDP is from domestic consumption. THats something economists are still wrangling with. Until you get a sizable domestic consumption then can talk about decoupling <BR/><BR/>I suspect China will increase its investments in strategic assets eg food resources, commodities, etc. Watch out for coming newsflow of M&A of China buying resource companies from say Australia or Indonesia or even Africa. Unfortunately it may not be listed companies they buying so stock market may not benefit directly but sure as hell better than putting more money in Treasuries. <BR/><BR/>US has always been culprit & hypocritical in many things. Oil price spike? Blame it on China & India when US is THE biggest oil consumer on the planet. Geithner says China manipulates their currency yet they have Buy USA Only clause in their stimulus.Unknownhttps://www.blogger.com/profile/10784003176014922383noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-22397528468203322382009-02-14T16:51:00.000+08:002009-02-14T16:51:00.000+08:00walla,what do u mean asians are not buying china p...walla,<BR/><BR/>what do u mean asians are not buying china products????.... where you get the info... it is very difficult to protect yr own product against china... who can do that??? which tariff are u referring to??<BR/><BR/>steel dumping?? car duties in malaysia??<BR/>do u know what the ramifications of steel dumping every few years on small producers... every country has tariff and protectionism... the USA is a big culprit... check the farm subsidies...<BR/><BR/>pls cite actual examples when u say the rest of asia does not buy asian goods<BR/><BR/>----------<BR/><BR/>rask,<BR/><BR/>i think gov to giv may see some leakages and ineffective use of funds... I think a special vehicle in the mode of CIC should be set up... but as a private equity vehicle to invest in private entities and/or fund entrepreneurs, and/or invest in approved local private equity funds.<BR/><BR/>I dont like the idea of China buying real estate as that is an ineffective use of funds and just like GIC of Singapore, it brings out nationalistic protests...SalvadorDalihttps://www.blogger.com/profile/06868577716920232901noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-32078695296852711942009-02-14T16:32:00.000+08:002009-02-14T16:32:00.000+08:00Hi,Good suggestions. Money has many uses and if y...Hi,<BR/><BR/>Good suggestions. Money has many uses and if you don't lose it, most of the other alternatives are good. Why lend to the US without limits when u know the risk increases if you keep it up?<BR/><BR/><BR/>How about investing in real assets and businesses both within China and outside? Surely the living standards of most Chinese are in need of improvement. <BR/><BR/><BR/>And many prime assets around the world will be up for sale in the near future, if things go the way many fear it will. China is in a position to hasten this process. Just sit out a few US T-Bill auctions. That money can be put to better use.<BR/><BR/><BR/>Raskrask3https://www.blogger.com/profile/05107089918257227554noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-54629520701359854162009-02-14T10:32:00.000+08:002009-02-14T10:32:00.000+08:00are you sure that 10-15 percent wasn't more from c...are you sure that 10-15 percent wasn't more from commodities, i.e. raw materials, than from finished goods?<BR/><BR/>you still haven't answered the question posed.<BR/><BR/>why not suggest what it is, for instance, that Malaysia has been able to export to China in terms of finished goods? garments? electronics? furniture? keropok? funds management services?<BR/><BR/>who doesn't want big demand markets? that's always a good horse to bet on. But what's the real situation in the emerging markets? <BR/><BR/>that, you should try to answer; maybe we can then learn some new insights there.wallahttps://www.blogger.com/profile/17580252352785040456noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-55939649636234770172009-02-14T09:18:00.000+08:002009-02-14T09:18:00.000+08:00Hi DaliIs the recent agreement between Malaysia an...Hi Dali<BR/>Is the recent agreement between Malaysia and China to swap Rm40 billion for 80 billion yuan can be taken as a move in this direction ?Chan Kwang Yewhttps://www.blogger.com/profile/07028227915996816346noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-90516891778361065972009-02-14T07:16:00.000+08:002009-02-14T07:16:00.000+08:00In that sense, China should buy Euro bonds cos Eur...In that sense, China should buy Euro bonds cos Europe is actually a bigger destination for their goods than the US.DanielXXhttps://www.blogger.com/profile/06174609598429972512noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-85714798125171492952009-02-14T01:45:00.000+08:002009-02-14T01:45:00.000+08:00Lending to government may not be such an effective...Lending to government may not be such an effective idea, since you don't for sure that the money will trickle down. Instead a better a way is to provide seed money or loans to Chinese entrepreneur to invest in the said countries.<BR/><BR/>"To grow the best corn , you need to give the best seeds also to your neighbours" - I bet you heard this story before.Krishttps://www.blogger.com/profile/01618400061723721064noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-33179359444587109732009-02-14T00:29:00.000+08:002009-02-14T00:29:00.000+08:00Please read the posting on Feb 5, Friday on Decoup...Please read the posting on Feb 5, Friday on Decoupling of Markets... look at the two charts:<BR/><BR/>emerging markets exports to China has rise from 10% to 15%<BR/><BR/>emerging markets trade to each other has been gaining ground at the expense of trade with US...<BR/><BR/>doesn't that disqualify what you just said... I am not saying China should stop trading with the US, but to hedge their bets... isn;t it better to have many big demand markets than just one... if you have just one, you will always be a slave to it... by encouraging smaller nations, China will be less at the mercy of US consumers, it would be silly not to do so..SalvadorDalihttps://www.blogger.com/profile/06868577716920232901noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-54591391135998815762009-02-14T00:18:00.000+08:002009-02-14T00:18:00.000+08:00The only reason China would buy US bonds is so tha...The only reason China would buy US bonds is so that the US will buy more China goods. <BR/><BR/>Why should China buy Asian bonds when Asian countries will not buy China goods in order to protect their own producers in similar price domains?wallahttps://www.blogger.com/profile/17580252352785040456noreply@blogger.com