Yearning for Yuan, China’s inflation problem

 

As markets get whipsawed by news coming out of Europe and the Far East, we often get asked by our clients, “How does this affect me?” Last week, my colleague, Peter Churchill-Smith wrote about the effect that Greece can have on business owners in Canada. This week, we turn our attention to China.

As investment managers, we have no shortage of pundits willing to tell us their views on the economic landscape. One of the advantages of working with entrepreneurs is being able to speak to people who are on the ground and experiencing firsthand the massive build up in production and pent up demand for goods in China.

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