Interesting Reads 12th December 2009

by Manshu on December 12, 2009

in Links

The most interesting thing I read this week was Pivot Capital’s research report titled: China’s Investment Boom: The Great Leap into the Unknown. It is the most bearish thing I have read on China, and although just 10 pages,–  it goes in some depth about the reasons on why it is so bearish. It talks about factors like excess capacity and high levels of credit, which will lead to problems in China. The paper is getting increasingly popular and I think you should spare the time to read it.

On to other interesting posts this week:

How to invest online using the Peter Lynch Strategy @ The Digerati Life

Buying the moon and stars and other fun gifts @ Cash Money Life

Get a free PDF book on Office 2010 @ Digital Inspiration

Jamie Dimon has another good year @ BaselineScenario

Tarp 2009: Where are they now? @ Weakonomics

Persistence of poverty and increasing marginal returns @ Rorty Bomb

How to save money on groceries @ The Smarter Wallet

Lastly, I’ll be off for a few days in January, and would welcome guest posts on this site.  If anyone is interested, please contact me through the contact form  (or email if you have that), and we can discuss this in detail.

{ 3 comments… read them below or add one }

Patrick December 13, 2009 at 5:04 pm

I’m sure China is bound for some astronomic growth in certain sectors, but I wouldn’t even know where to start… I don’t have the time, knowledge, or energy to research individual companies, so I guess I could go with a targeted index fund, even though you get the good with the bad with those… Thanks for the mention. 🙂


Manshu December 13, 2009 at 5:49 pm

China funds are bound to crop up with increasing frequency, I think a couple of them are going to be launched this week or the next too.


Shreekant Mhetre December 15, 2009 at 8:00 pm

Dear Sir,

Kindly note that I have not received the Hard copy of Reliance Infrastructure Mutul Fund. So please provide me the Hard Copy ASAP.

Thanks & Regards
Shreekant Mhetre


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