The past two years have been volatile for investors in virtually every market, but they have been particularly unkind to investors in China.  Chinese stocks, as measured by the iShares FTSE China 25 Index ETF (NYSE:$FXI) spent most of 2011 and 2012 in a downtrend, though in the past two months they have shown signs...Read More

China has what I like to call a “high quality problem.” The Chinese economy grew by 7.4 percent in the third quarter.  This was the country’s worst quarter since early 2009, but it was in line with market expectations. Only in China would 7.4% growth constitute a severe slowdown.  I don’t have to tell you...Read More