Tag Archives: China pollution

In China Gray is the New Green

I usually wake up around 3:30 to catch the market action in Asia and Europe on Bloomberg and CNBC. It’s nice to get a non-U.S. perspective on all the craziness. Last night I was blown away by this exchange on … Continue reading

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China Double Play: Slowdown & Cleanup

We revisit two important investment themes: China Slowdown Yes, China is a compelling long-term growth story.  So was the U.S. in the 19th century, but it still had financial panics and deep recessions in 1819, 1837, 1857, 1873, and  1893.  … Continue reading

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