SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Ride the Tiger with CD
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: crustyoldprospector who wrote (59598)8/21/2006 5:40:31 PM
From: Taikun  Read Replies (1) of 312694
 
Maybe

I think all the dollar bears should listen to Jim Walker from CLSA. The main takeaway for the dollar bears is that China is wed to Treasuries and won't be increasing gold bullion holdings quickly

For those that might want to pooh-pooh this economist, IMO he has some great slides, he is straightforward and more one-sided than most economists, and CLSA is probably one of the top economic research shops covering China (from HK I might add)

Its 59mins long so draw yourself a coffee/tea, soda/juice or beer/wine or maybe something stronger depending on how your PF has done and listen up

cfawebcasts.org

Jim Walker is chief economist at CLSA Asia–Pacific Markets. Previously, he worked as a research fellow at the Fraser of Allander Institute and then at the Royal Bank of Scotland, where he was responsible for coverage of the oil industry and the U.S. economy. Well known as “Dr. Jim,” Dr. Walker has been named the Best Economist in Asia for 11 consecutive years in the Asiamoney Brokers Poll. He is best known for his coverage of Hong Kong and China and is widely recognized as one of the first to predict the 1997 Asian crisis. Dr. Walker received a BA and PhD in economics from the University of Strathclyde, Glasgow.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News