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  1. Business - Comment - MONITOR TOM HOLLAND

    Some surprising new recruits join the ranks of China bears

    Posted Dec 05th 2012, 12:00am by Tom Holland

    ... Tom Holland The bulls say China can still profitably build more infrastructure but others conclude that it has poured in too much too soon Some surprising new recruits join the ranks ... needs to build more infrastructure," agreed Qu Hongbin, HSBC's chief China economist, in a report published the following month. In contrast the bears, who believe China ...

    http://www.scmp.com/business/article/1097571/some-surprising-new-recruits-join-ranks-china-bears
  2. Business - China Business - MONITOR TOM HOLLAND

    Worrying economic parallels between China and India

    Posted May 21st 2013, 12:00am by Tom Holland

    ... to speed up the approval process for infrastructure projects and has introduced financial sector reforms. But efforts to tackle India's chronic power shortages appear to have stalled, and so ...

    http://www.scmp.com/business/china-business/article/1242265/worrying-economic-parallels-between-china-and-india
  3. Business - Comment - MONITOR TOM HOLLAND

    Cautionary fable from 1994 holds good for China today

    Posted Nov 27th 2012, 12:00am by Tom Holland

    ... workforce, and investing lavishly in machinery and infrastructure had produced an enormous surge in output. But the growth was based on "perspiration rather than inspiration". Everything ...

    http://www.scmp.com/business/article/1091571/cautionary-fable-1994-holds-good-china-today
  4. Business - Comment - MONITOR TOM HOLLAND

    Think of China as a continent, not as one national economy

    Posted Nov 26th 2012, 12:00am by Tom Holland

    ... investment in infrastructure and technology transfers from the developed world has driven huge increases in income. But economists warn that China is now entering the danger zone. With per capita ...

    http://www.scmp.com/business/article/1090755/think-china-continent-not-one-national-economy
  5. Business - Comment - MONITOR TOM HOLLAND

    Mainland buyers don't share enthusiasm for China shares

    Posted Nov 28th 2012, 12:00am by Tom Holland

    ... their previous tight monetary policy stance and are injecting vast quantities of liquidity into the mainland's money markets. With Beijing's blessing, infrastructure investment is picking up ...

    http://www.scmp.com/business/article/1092410/mainland-buyers-dont-share-enthusiasm-china-shares

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