In The News
- February 09, 2010 -
An analysis of the growth, witnessed in China’s economy throughout 2009, as stimulus measures at nearly 13% of 2008 GDP spurred an economic recovery and real estate market boom. Diamond Slice’s Robert Eberenz takes a contrarian stance on the issue, citing the pitfalls of the global economy’s reliance on the newly invented Chinese middle class consumer.
- March 22, 2010 -
Analysis focused on imbalances within the Public Finance sector of China’s Economy. In this report Robert delves deep under the surface to reveal “off balance sheet” financing, where governments commit lands as collateral for private loans to support education, infrastructure, public safety, and other crucial social services. As the real estate market surges higher to “bubbly” valuations, this practice infers disastrous ramifications for the Chinese economy as a whole if and when prices for land recede.