Smart Money

PUBLISHED : Monday, 25 July, 2011, 12:00am
UPDATED : Monday, 25 July, 2011, 12:00am


Some useful investing resources:

While Muddy Waters Research shocked investors with its allegations of corporate fraud on the mainland, Bronte Capital may have started the cottage industry of exposing them.

This blog mercilessly crusades, analyses and exposes large-scale corporate fraud in China regardless of who is the major shareholder. It fearlessly questions financial and production numbers of mainland firms, often drawing troubling conclusions. By serving as an archive of case studies it shows investors the consequences of weak investment due diligence and investigation. Besides mainland firms, Bronte also offers intelligent commentary on other situations. Most investment blogs are happy to show how the fool and his money are soon parted; Bronte demonstrates how they came together in the first place.

No, this is not an upcoming horror film. But it might as well be as this site reports and studies empty shopping malls in the United States, Canada and the mainland. Like retail zombies that haunt the land, failing malls can be visible leading indicators of retail activity and excessive bank lending. Deadmalls carefully conducts an autopsy of each failed mall's history and downward spiral with compelling demographic and retail mix analysis. The site tours the world's largest mall, the New South China Mall in Dongguan, calling it the 'Mount Everest of distressed malls'.