Japan GDP: Too early to celebrate?

By Investing Contrarian

Published: February 17, 2010

High growth at 1.1% QoQ (4.6% saar) in 4Q 2009 The Japanese economy grew 1.1% QoQ after seasonal adjustment (or 4.6% saar) in 4Q (Oct-Dec) 2009, higher than DB forecast (0.7%; 2.8%). The noteworthy
development is that private consumption registered the third consecutive quarterly increase (0.7% QoQ) thanks to fiscal stimulus on the purchase of consumer [...]

China Electricity Growth: 40% Rise

By Investing Contrarian

Published: February 14, 2010

China’s electricity consumption in January 2010 grew 40.14 percent year-on-year to 353.1 billion kilowatt-hours (kWhs), the National Energy Administration (NEA) said in a statement on its website Friday. The electricity consumption volume was 2.7 percent higher than that in December 2009, said the NEA.
Consumption in the primary industry sector topped 7 billion kWhs last month, [...]

World GDP: A picture says it all

By Investing Contrarian

Published: February 4, 2010

Fresbee
Investing Contrarian

China GDP accounting: A Major overhaul?

By Investing Contrarian

Published: January 31, 2010

It is high time that China respond to the world on bringing a higher degree of standardization across their GDP calculation as reported by National Bureau of Statistics (NBS) and Provincial states GDP Numbers. It has been reported that some local officials inflate the GDP figures they report to the NBS to show how [...]

The American Economy: Introspect and Mull

By Investing Contrarian

Published: January 17, 2010

In my continuing series of analyzing country data and macro balances, I present the American economy and the long term patterns.
My previous post was on India: Why am I so Bullish on India?
The American dream has been under severe test over the last 2 years. Many have written it off while there are a few [...]

The Tepee Shaped Recovery

By oilguy

Published: January 16, 2010

The shape of this economic recovery will not be in a “V”, as many pundits have promulgated, but instead may be the inversion of that letter…which will unfortunately look much more like a tepee. The upcoming downfall will surprise most investors who have been tricked into believing that a government can print and spend their way into prosperity.

India vs China: 1000 AD – 2009 AD

By Investing Contrarian

Published: January 4, 2010

Courtesy Prof. Angus Maddison research, we have historical perspective into World GDP and the contribution by India and China. It is almost a perfect U.
The fall and rise of the GDP of India and China coincides with the opening of the both the countries to economic reforms.

Source: Angus Madisson Research, IMF, Mint
IMF projections are [...]

UK GDP: Sinking again?

By Investing Contrarian

Published: October 24, 2009

Has the GDP started the second dip?