Guestbook

New Guestbook Entry by William Allen

Wed, 20 Aug 2008 01:41:34 GMT

Michael,
Not sure if this should go on your blog ... but didn't see any other way to contact you.
I just caught your interview on Bloomberg and was interested when I heard you were doing financial training in China. I am also doing financial training throughout asia (including some mainland China -- which I woudl like to increase). My background is legacy JP Morgan (maybe not your favourite firm name right now -- but I left just before merger with Chase because I and many colleagues couldn't stomach that). If you have an interest, email me and I can send you a bit more information about myself. I am teaching for next couple of weeks in Singapore, but I travel constantly around the world.
I look forward to hearing from you.
Best regards,
William Allen

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New Guestbook Entry by Donald Gleason

Fri, 15 Aug 2008 23:56:54 GMT

Hi Professore,
I know next to nothing about china's financial markets and look forward to changing that by reading your posts.
Thank you, Don

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New Guestbook Entry by Dan Harris

Thu, 14 Aug 2008 15:24:46 GMT

Been reading and learning from your blog since its inception. Keep up the good work.

www.chinalawblog.com

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New Guestbook Entry by martino. dolfini

Thu, 14 Aug 2008 07:40:20 GMT

I am an economist in Italy and I find very useful your blog. Regards,
M

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New Guestbook Entry by Michael Adler

Mon, 11 Aug 2008 13:58:46 GMT

Hey, Prof. Pettis,
It seems to me that a good case can be made for closing the Chinese financial markets until after the Olympics. It's hard to see how Chinese traders can be rational for the duration.

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New Guestbook Entry by DOMINIC ALEXANDRE

Sun, 10 Aug 2008 12:50:07 GMT

hello michael pettis
i am researching good friends of me living in pakistan during the years 1964 1965 ,a french american family called chuck and huguette with their children called chuck ,michael,john and the forth one called bruno I guess born in 1964 1965 .
hoping you'are the right person thank a lot for your answer .

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New Guestbook Entry by jerry

Tue, 29 Jul 2008 14:21:50 GMT

Thanks for your reports on China macroeconomics. I have invested a third of my retirement funds in the renmimbi with the understanding that a currency peg cannot be sustained with a large China reserve buildup (with resulting pressures on internal money supply) and the US offsetting large current account deficit. My question is: how would a substantial increase in China PPI over the next 12-24 months change the macro dynamics of the renmimbi (ie. what does macro theory tell us about inflationary impact on the need to allow renmimbi appreciation)? Thank you for your insights.

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New Guestbook Entry by Lei Zhang

Mon, 28 Jul 2008 02:48:28 GMT

Hi Professor Pettis,

I have a question about the relationship between GDP growth and equity market growth in the longer term. If you look at 5-yr and 10-yr stock market performance vs GDP growth, you will find that China has really lagged behind the Russia and Brazil although the latters are “energy play”. I guess there is a strong correlation between GDP and stock market growth. But I have not been able to run the regression to prove it. Do you know if there is a proven theory on that? If so, I think it’s a good time to allocate the assets to China instead of the other big emerging markets. Thanks for your time.

P.S. Your blog is insightful.

Lei

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New Guestbook Entry by Michael

Mon, 21 Jul 2008 03:17:53 GMT

I have enjoyed reading your insights about the Chinese markets/economy on seekingalpha as well as on this blog. I am working on a piece right now, and would appreciate your insight when i post it on SA.

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New Guestbook Entry by Flora Sapio

Fri, 18 Jul 2008 21:54:21 GMT

Just included your blog in the list of law-related China blogs I am compiling,

F. Sapio - Forgotten Archipelagoes (florasapio.blogspot.com)

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New Guestbook Entry by Kemal

Thu, 17 Jul 2008 06:29:22 GMT

thank you for blogging.

i enjoy reading your posts, and i have learnt a lot about China from your blog.

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New Guestbook Entry by J.

Wed, 16 Jul 2008 20:20:43 GMT

michael, although i appreciated your seeking alpha post, you made a big mistake and listed your article as: "China Overtakes Japan as Worst Performing Market".

I believe you meant to say, Vietnam. You might want to correct that! :)

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New Guestbook Entry by Sensex

Tue, 15 Jul 2008 11:02:11 GMT

Hey great info on the chinese stock market... helped in my research a lot :)

Sensex
Sensex

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New Guestbook Entry by Denis Suslov

Sun, 06 Jul 2008 11:15:33 GMT

This rss feed is read by more than 500 readers in Google reader, so it seems as best way to reach people dealing with banking and finance in China, so:
My e-mail is denissuslov@gmail.com - please contact me if you are working in bkg or fin industry in this promising country - I would be glad to have discussion with you.

Actually my question is -I am 18, and it is no-return point to choose university - which faculty in which university is considered to be the best for getting education and then job in before mentioned areas of business? (I want to be taught in chinese language) Please feel free to write to me, it is so important!

Dear Michael Pettis, it would be great if you write an entry on economic/financial education in China! Thank you for great blog anyway.

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New Guestbook Entry by Lucia Jin

Sun, 29 Jun 2008 22:42:01 GMT

Dear Prof. Pettis

I have been reading your blog, and has an economic student i found it very useful and interesting. Could i ask you a question? What do you think about the chinese currency? do you think its still undervalued? Becoze now im particulary interested in this issue.

Thank you very much.

Regards.

Lucia

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New Guestbook Entry by Guilhem Jaubert

Sun, 22 Jun 2008 14:39:51 GMT

Hello Mr Pettis,

I am a student in a French business school preparing my masters. This year I did a one year internship at JPMorgan Private Bank in Geneva and I am more and more interested in finance. I have a paper to write for my schoolwork, the subject for which is 'How to develop the Shanghai stock exchange ?'.

I would like to thank you for your blog as I find that it is a true source of information and also one of the few reliable ones a part from the official chinese websites. Would you be able to direct me towards other sources of information or recommend any books or papers that have been written on this subject ? I am particularly interested in understanding the high volatility of the Shanghai stock exchange, the main critical differences with the Hong Kong stock exchange and how the Chinese government should act to make the Shanghai stock exchange become a mature one ?

Thank you very much for your help and for your blog.

Best Rgds
Guilhem

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New Guestbook Entry by bryan keeling

Sat, 21 Jun 2008 13:40:33 GMT

Hi Michael...I have been receiving your blog for about a month...and it is refreshing to receive untainted information...straight from the horses mouth..if you know what I mean..My country has very strong commercial ties with China... so having the ability to keep abreast of what is happening in China is very important to me...
Thank you Michael ..and may you continue your success ...

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New Guestbook Entry by Chen Ying

Fri, 20 Jun 2008 12:14:29 GMT

Hi, as a journalist interested in China's facts, I find this blog really useful.
Go on, prof Pettis, I will read more and more.
Gabriele Battaglia - Chen Ying
http://www.chen-ying.net/blog/

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New Guestbook Entry by Amb Dr Anton Smitsendonk

Wed, 11 Jun 2008 11:25:46 GMT

Dear Prof Pettis.
I have been following over a couple of months your work on internet.
I have great respect for the probing way of your dealing with China's economy and capital markets. Even the sheer volume and frequency of your production is a cause for amazement to me.
I am a longtime occasional observer of the Chinese capital markets, In the eighties' when I was Ambassador of the Netherlands in Chine I amused myself (and perhaps raised a few eyebros among ambassador colleagues by speaking in Beijing and Shanghai on the function and pre-conditions of any effective stock exchange.
I did that on a long term interest (and short term experience in the Amsterdamsche Bank NV and the Amsterdam stock exchange) As you know Amsterdam had the first stock market in the world.

Recently I contributed an article to Jamestown Foundation China Brief on the structural peculiarities of the Chinese stock market (tradable vs non tradable etcetera) and the general typical Chinese experimental and groping ways of policy making.

The above is only to demonstrate that my respect for your work has some basis in reality
I pass half of the year in Paris and half in Beijing in a pleasant "si-heyuanr" (as long as it can still withstand the Beijing ongoing destruction = 129 Di An Men Dong Dajie- )
In either city I would be very glad if you came over for a drink of dinner.

Kind regards

Anton Smitsendonk
dutasia@gmail.com
4 rue de Villersexel, Paris 75007
129 Di an men dong dajie Beijing

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New Guestbook Entry by tom

Fri, 30 May 2008 16:07:33 GMT

Hullo
one thing i'd be interested to know, in light of the general inflation debate, is how rigorously NDRC price caps on oil products are adhered to (Chinese diesel demand being the single biggest driver for international price growth, as far as we can tell).
My chaps tell me PetroChina and Sinopec have toling deals in Shandong, which envisage buying product back from independent refiners at well over the regulated price level. Do they really then retail it below cost?

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