Russia and China building their gold reserves
byWestern economic commentary on China and Russia is usually coloured by monetarist assumptions not necessarily shared in Moscow and Beijing. For this reason, Russian…
China
Shifting sands – part 3
by Sean CorriganContinued from part 2 … Finally to China where the only thing to note is that the meme of credit exhaustion is starting to…
The two meetings
by Sean CorriganBesides the ongoing troubles in the eurozone, the other burning issue for investors is, of course, what will emerge from the just-concluded ‘Two Meetings’…
Going all in
by Sean CorriganFor several long months now, the market has been treated to an unadulterated diet of such gross monetary irresponsibility, both concrete and conceptual, from…
Cyclical déjà vu
by Sean CorriganThough it might seem a churlish observation to make amid so much barely-suppressed exuberance about the prospect for the markets in 2013, in many…
The walking dead
by Sean Corrigan“A formidable set of difficulties is encountered when we ask what there is left of the notion of monetary neutrality for a society which…
Niall Ferguson on the rise of China
by Alasdair MacleodEpisode 69: Harvard Professor Niall Ferguson talks to GoldMoney’s Alasdair Macleod about global politics, with special emphasis on China’s prospects and challenges in the years ahead. They…
Plus ça change
by Sean CorriganConveniently coming just in time for the crucial Party conference, the official China PMI index inched above the 50-level watershed and so was enough…
Hope springs eternal
by Sean CorriganThe minor uptick in China’s ‘flash’ PMI estimate for October – from 47.9 to 49.1 – has sparked the usual explosion of uncritical hopefulness…
The SCO, China, Iran, and gold
by Alasdair MacleodI make no apology for returning to the subject of China, its role in the Shanghai Cooperation Organisation, and gold. Gold is now a…