In The Hangover Territory

The huge coming out party in Myanmar since 2012 has officially veered into hangover territory. That’s the gist of this Asia Sentinel feature that cites recent World Bank and U.S. State Department warnings about everything from the difficulty of doing business to unproductive investments to infrastructure-related bottlenecks, writes William Pesak Read Here – Bloomberg

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It’s The Gas, Stupid

China has revolution envy. The world’s largest energy consumer wants a natural gas boom to match the speedy transformation in the U.S., where shale gas production more than quadrupled between 2007 and 2012. Read Here – Bloomberg

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A Chinese Proposal India Can Say No To?

According to a report in India’s Economic Times, China has offered to finance a large portion of India’s infrastructure development via loans.  The investment would amount to 30 percent of India’s planned infrastructure spending through 2017. For comparison, China contributed a mere 0.15 percent of India’s total FDI inflows between April 2000 and December 2013. India has […]

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The Dollar Sinkhole

China’s $3.8 trillion of currency reserves are the largest stockpile ever amassed. Economists have long seen that money as a strength — the ultimate rainy-day fund should China’s shadow-banking system blow up. Trouble is, the value of those holdings depends on China’s $1.3 trillion of U.S. Treasuries. If they plunge in value, all hell breaks loose […]

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