Reposted by sgry
1/11
Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets...
@philipcoggan.bsky.social www.ft.com/content/2ae4...
Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets...
@philipcoggan.bsky.social www.ft.com/content/2ae4...
What a Soros theory can tell us about the AI boom
So much of bubble activity is driven by feedback loops, dubbed reflexivity by the well-known investor
www.ft.com
January 3, 2026 at 7:17 AM
1/11
Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets...
@philipcoggan.bsky.social www.ft.com/content/2ae4...
Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets...
@philipcoggan.bsky.social www.ft.com/content/2ae4...
Reposted by sgry
11/11
Some economists insist that you cannot say that a market is in a bubble when presumably rational investors say it isn't. But the economy itself can shift investment away from"rational" behavior as long as agents have different risk preferences and realistic time horizons.
Some economists insist that you cannot say that a market is in a bubble when presumably rational investors say it isn't. But the economy itself can shift investment away from"rational" behavior as long as agents have different risk preferences and realistic time horizons.
January 3, 2026 at 7:17 AM
11/11
Some economists insist that you cannot say that a market is in a bubble when presumably rational investors say it isn't. But the economy itself can shift investment away from"rational" behavior as long as agents have different risk preferences and realistic time horizons.
Some economists insist that you cannot say that a market is in a bubble when presumably rational investors say it isn't. But the economy itself can shift investment away from"rational" behavior as long as agents have different risk preferences and realistic time horizons.
Reposted by sgry
1/3
FT: "Chinese banks trade below 0.6 times tangible book, a significant discount to global peers, despite dividend yields above 5 per cent, which is about double that of regional peers."
www.ft.com/content/f51a...
FT: "Chinese banks trade below 0.6 times tangible book, a significant discount to global peers, despite dividend yields above 5 per cent, which is about double that of regional peers."
www.ft.com/content/f51a...
China’s wall of cash could prop up its lagging stocks
Local banks stand to benefit most from the country’s large pool of savings
www.ft.com
January 2, 2026 at 6:25 AM
1/3
FT: "Chinese banks trade below 0.6 times tangible book, a significant discount to global peers, despite dividend yields above 5 per cent, which is about double that of regional peers."
www.ft.com/content/f51a...
FT: "Chinese banks trade below 0.6 times tangible book, a significant discount to global peers, despite dividend yields above 5 per cent, which is about double that of regional peers."
www.ft.com/content/f51a...
Reposted by sgry
1/8
It's hard to find anything good in the November economic data for China, just as it is hard to find anything new to say. All the important indicators continue to weaken, as they have throughout the year, in some cases even decelerating further.
english.news.cn/20251215/a59...
It's hard to find anything good in the November economic data for China, just as it is hard to find anything new to say. All the important indicators continue to weaken, as they have throughout the year, in some cases even decelerating further.
english.news.cn/20251215/a59...
China's industrial output up 4.8 pct in November
english.news.cn
December 15, 2025 at 5:17 AM
1/8
It's hard to find anything good in the November economic data for China, just as it is hard to find anything new to say. All the important indicators continue to weaken, as they have throughout the year, in some cases even decelerating further.
english.news.cn/20251215/a59...
It's hard to find anything good in the November economic data for China, just as it is hard to find anything new to say. All the important indicators continue to weaken, as they have throughout the year, in some cases even decelerating further.
english.news.cn/20251215/a59...
Reposted by sgry
Seit über 20 Jahren arbeitet Birgit Jennen bereits als Wirtschafts- und Politikjournalistin. Nun legt sie ihr erstes Buch vor. In „Geheime Geschäfte: Wie ein Netzwerk der Wirtschaft Deutschland in russische Abhängigkeit trieb“ 23/25
May 15, 2025 at 6:13 AM
Seit über 20 Jahren arbeitet Birgit Jennen bereits als Wirtschafts- und Politikjournalistin. Nun legt sie ihr erstes Buch vor. In „Geheime Geschäfte: Wie ein Netzwerk der Wirtschaft Deutschland in russische Abhängigkeit trieb“ 23/25
Reposted by sgry
1/6
Good news for the Chinese stock markets. According to Yicai, "China’s new household deposits contracted in July and August from the year before, while deposits from non-bank financial institutions surged, in a sign that people have been moving...
www.yicaiglobal.com/news/chinas-...
Good news for the Chinese stock markets. According to Yicai, "China’s new household deposits contracted in July and August from the year before, while deposits from non-bank financial institutions surged, in a sign that people have been moving...
www.yicaiglobal.com/news/chinas-...
China’s New Household Savings Dip for Second Straight Month as Funds Shift Into Stock Market
www.yicaiglobal.com
September 16, 2025 at 4:36 AM
1/6
Good news for the Chinese stock markets. According to Yicai, "China’s new household deposits contracted in July and August from the year before, while deposits from non-bank financial institutions surged, in a sign that people have been moving...
www.yicaiglobal.com/news/chinas-...
Good news for the Chinese stock markets. According to Yicai, "China’s new household deposits contracted in July and August from the year before, while deposits from non-bank financial institutions surged, in a sign that people have been moving...
www.yicaiglobal.com/news/chinas-...
Reposted by sgry
Europe can’t rely on the strength of the transatlantic relationship to help contain Russia’s threat – it must lead from the front and be the true force of support that Ukraine needs. Not just for Ukraine’s sake, but for a free and sovereign Europe.
On Ukraine, Europe must step into the void | Virgin
www.virgin.com
February 15, 2025 at 9:50 AM
Europe can’t rely on the strength of the transatlantic relationship to help contain Russia’s threat – it must lead from the front and be the true force of support that Ukraine needs. Not just for Ukraine’s sake, but for a free and sovereign Europe.
Reposted by sgry
1/3
China's aggregate financing rose by RMB 7.06 trillion in January, the largest monthly increase ever seen, and well above expectations. This was driven by a RMB 5.13 trillion increase in bank loans, also well above expectations.
english.news.cn/20250214/61c...
China's aggregate financing rose by RMB 7.06 trillion in January, the largest monthly increase ever seen, and well above expectations. This was driven by a RMB 5.13 trillion increase in bank loans, also well above expectations.
english.news.cn/20250214/61c...
China's yuan loans grow by 5.13 trln yuan in January
english.news.cn
February 15, 2025 at 5:06 AM
1/3
China's aggregate financing rose by RMB 7.06 trillion in January, the largest monthly increase ever seen, and well above expectations. This was driven by a RMB 5.13 trillion increase in bank loans, also well above expectations.
english.news.cn/20250214/61c...
China's aggregate financing rose by RMB 7.06 trillion in January, the largest monthly increase ever seen, and well above expectations. This was driven by a RMB 5.13 trillion increase in bank loans, also well above expectations.
english.news.cn/20250214/61c...