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Exports No Longer Drive China’s Growth

Exports No Longer Drive China’s Growth

I’m no economist, but I can recognize an inconsistency when I see one. I had just finished reading Andy Rothman’s latest report in which Andy said that his full year GDP forecast of 9.5% for China assumes a “zero net export contribution,” when I came across an article that quoted Robert Zoellick, head of the [...]

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Mattel: The Aftermath

Like Paul Midler at www.thechinagame.com, I too was curious as to the financial impact of the recent product recalls on Mattel and expected it to be nothing short of catastrophic. While news from the company didn’t set off major alarms—the company’s third-quarter results included charges of about $40 million for recalls—the stock has in fact [...]

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