Comments on: What is going on with China’s reserves? http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/ Sat, 21 Nov 2009 16:40:10 -0500 http://wordpress.org/?v=2.8.4 hourly 1 By: Judy Yeo http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/#comment-121005 Judy Yeo Sat, 27 Dec 2008 12:15:30 +0000 http://blogs.cfr.org/setser/?p=4269#comment-121005 che if you're doubting china's reserves, then whatever investment in treasuries and agencies are part of the ponzi scheme. scary don't you think, think chain of consequences. brad nbot sure if china is looking at gold but as Pettis has noted, the outflow of funds is becoming noticeable. would think that if anyone's having thoughts about gold, it'll be india have a great festive season people! che

if you’re doubting china’s reserves, then whatever investment in treasuries and agencies are part of the ponzi scheme. scary don’t you think, think chain of consequences.

brad

nbot sure if china is looking at gold but as Pettis has noted, the outflow of funds is becoming noticeable. would think that if anyone’s having thoughts about gold, it’ll be india

have a great festive season people!

]]> By: bsetser http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/#comment-120990 bsetser Fri, 26 Dec 2008 16:38:38 +0000 http://blogs.cfr.org/setser/?p=4269#comment-120990 No clue on China's interest (or non-interest)in gold. These stories pop up all the time and I have no way to separate the wheat from the chaff, especially as I don't follow gold all that closely. No clue on China’s interest (or non-interest)in gold. These stories pop up all the time and I have no way to separate the wheat from the chaff, especially as I don’t follow gold all that closely.

]]> By: che http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/#comment-120985 che Fri, 26 Dec 2008 06:35:17 +0000 http://blogs.cfr.org/setser/?p=4269#comment-120985 over time it's gonna hit you home. china gdp growing at 10% for decades and reporting reserve numbers nobody can verify is also a kind of ponzi scheme. over time it’s gonna hit you home. china gdp growing at 10% for decades and reporting reserve numbers nobody can verify is also a kind of ponzi scheme.

]]> By: george http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/#comment-120968 george Thu, 25 Dec 2008 05:26:55 +0000 http://blogs.cfr.org/setser/?p=4269#comment-120968 Brad: Any word on China adding or thinking of adding gold bullion to their reserves ? I read this on the web from time to time. Thank you George Brad:
Any word on China adding or thinking of adding gold bullion to their reserves ? I read this on the web from time to time.
Thank you
George

]]> By: Robert Berke http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/#comment-120963 Robert Berke Thu, 25 Dec 2008 03:11:37 +0000 http://blogs.cfr.org/setser/?p=4269#comment-120963 Both China and India have announced mega billion dollar projects to buy undervalued assets, particularly in metals and energy. Sinopec's purchase of Tanganyka and Ural oil may signal where the money is going. India's acquisition fund is reported to be around $3 billion. If so, it's not mystery why the secrecy; what takeover fund announces targets in advance? Both China and India have announced mega billion dollar projects to buy undervalued assets, particularly in metals and energy. Sinopec’s purchase of Tanganyka and Ural oil may signal where the money is going. India’s acquisition fund is reported to be around $3 billion. If so, it’s not mystery why the secrecy; what takeover fund announces targets in advance?

]]> By: bsetser http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/#comment-120932 bsetser Wed, 24 Dec 2008 06:20:29 +0000 http://blogs.cfr.org/setser/?p=4269#comment-120932 greg -- china can easily disclose its size w/o disadvantaging itself. and even if china doesn't disclose what it is doing, it is now so big that its impact is felt as soon as it makes a shift ... see all the rumors that china resumed euro purchases over the past three weeks for example. Indeed, i would argue that China's size and impact on other markets almost creates an obligation to disclose ... greg — china can easily disclose its size w/o disadvantaging itself. and even if china doesn’t disclose what it is doing, it is now so big that its impact is felt as soon as it makes a shift … see all the rumors that china resumed euro purchases over the past three weeks for example. Indeed, i would argue that China’s size and impact on other markets almost creates an obligation to disclose …

]]> By: הסינים הופכים ליפאנים ? - TheMarker Cafe http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/#comment-120931 הסינים הופכים ליפאנים ? - TheMarker Cafe Wed, 24 Dec 2008 05:46:15 +0000 http://blogs.cfr.org/setser/?p=4269#comment-120931 [...] פרטים.... טוב לפני שפרסמתי טרחתי לבדוק את הבלוג של בראד והוא כתב באריכות על ההדלפות הללו, בעיקרות הוא לא חושב שיש ממש בסיפור הזה, גם הפסד של כ 50 [...] [...] פרטים…. טוב לפני שפרסמתי טרחתי לבדוק את הבלוג של בראד והוא כתב באריכות על ההדלפות הללו, בעיקרות הוא לא חושב שיש ממש בסיפור הזה, גם הפסד של כ 50 [...]

]]> By: greg http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/#comment-120928 greg Wed, 24 Dec 2008 02:48:41 +0000 http://blogs.cfr.org/setser/?p=4269#comment-120928 brad, With $2 trn reserves, is it possible for China to disclose its reserve holdings in much details without putting it in a disadvantaged position? brad,

With $2 trn reserves, is it possible for China to disclose its reserve holdings in much details without putting it in a disadvantaged position?

]]> By: don http://blogs.cfr.org/setser/2008/12/23/so-what-is-going-on-with-chinas-reserves/#comment-120920 don Tue, 23 Dec 2008 22:42:13 +0000 http://blogs.cfr.org/setser/?p=4269#comment-120920 My intuition tells me you are right - China accumulated about $45 billion in reserves in October, consistent with an annual increase of more than $500 billion. This would amount to a very large de-stimulus for the rest of the world. My intuition tells me you are right – China accumulated about $45 billion in reserves in October, consistent with an annual increase of more than $500 billion. This would amount to a very large de-stimulus for the rest of the world.

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