After a few weeks of intense activity,finally the most recent CDN. Goldman’s O’Neill: Should One Sell in May and Go Away?. O’Neill remains bullish, but notes that China faces a challenge in keeping inflation under control. “ If I simply look at reliable indicators that have served me well in the past, I find myself slightly worrying that China runs some risk of slowing things too much.  I am sure my concerns will turn out to be temporary.”On The Next Chinese Craze: "Money Lending", Or Has The PBoC Lost Control Of Money?...PBoC has China not seen any decline in its inflationary pressures over the past 6 months. Finally, courtesy of Sean Corrigan who first identified the so called reverse Cash-n-carry trade in China over two years ago, we have our answer on the "next Chinese investment craze" - money lending. May 2, 2011China’s Social Network RenRen is no FacebookFor starters, Goldman Sachs estimates Facebook is worth $50 billion worldwide. RenRen, which is hoping to beat Facebook and become the world’s first social network to list on a stock exchange, is hoping to raise a half a billion in the offer.  3:42 PMCOT REPORTS – HEDGE FUNDS DOWNSIZE COPPER HOLDINGS...noted how China’s steps to tighten liquidity had begun to weigh on its equities markets – and most notably the energy and materials sectors. The question is whether the recent stalling in the copper price is reflective of this same effect: Seems like a reasonable argument.   May 2, 2011China vs. India, the Population Numbers. India released early numbers from its new census late last month, while China released its provisional numbers Thursday. Here’s a comparison of some key numbers from the world’s two most populous nations: SIZE China: 1,339,724,852 India: 1...May 2, 2011The jury is out on investment in ChinaFund managers are developing different approaches to the investing in China debatefrom Financial Times - FTfm - May 1, 2011Eight Days A Week$26.74bn in revenue, £0.69 an hour - is Apple exploiting Chinese workers ?China is different. As a friend recently commented to me, there should be three categories of economies: developed, developing and China. China may struggle, but it will struggle in a uniquely Chinese way, and inevitably pose deep questions about the future of capitalism. from macrobusiness.com.au - Apr 30, 2011  The whole summary of interesting articles can be found here.

Chartsource:Finviz This is one of the best charting resources on the web.

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The exponential trend in solar watts per dollar has been going on for at least 31 years now. If it continues for another 8-10, which looks extremely likely, we'll have a power source which is as cheap as coal for electricity, with virtually no carbon emissions. If it continues for 20 years, which is also well within the realm of scientific and technical possibility, then we'll have a green power source that is half the price of coal for electricity.

The Moore's Law of solar energy

 ChernobylPaul Fusco on ChernobylOver twenty years have passed since the meltdown at Chernobyl. Paul Fusco faces the dark legacy of the modern technological nightmare that continues to plague those exposed to its destructive radiation.Please visit the Magnumphotos site to see and here the essay.  

From macrobusiness.com au;a great place in the  macro blogging space to visit regularly comes the following interesting comment.

The nuclear industry will probably learn its lesson from Fukushima. But how many catastrophes does it take for financial regulators to wake up.

Michael Pettis: China slowing

...China’s government has faced a daunting job to rein in inflation, as the National Bureau of Statistics reported Friday that consumer prices rose persistently in February despite Beijing’s rammed-up efforts to control credit supply. The bureau reported that consumer price index (CPI), a major gauge of inflation, rose 4.9 percent in February 

Tencent 4Q10 profit rises; steps up offshore expansion

Tencent Holdings (0700.HK) booked a 46% rise in fourth-quarter net profit to US$355 million on the back of a 50% rise in sales to US$837 million, Bloomberg reported.  

Risk is off, but China is still on

...the leveraged China bet. If we say AUD/USD is “CHINA” and AUD/CHF is “RISK”. You can see in the chart below where the AUD/USD is the light blue line and AUD/CHF is the red line that “CHINA” is holding up but “RISK” has absolutely tanked.  

No Change In Beijing’s Hukou System

...China’s hukou system has long been cited as an institutionalized source of inequality and disparity among the population and a source of population control. Despite recent talks of hukou reform, it seems that cities are opting to keep it as is. From China Daily: 

China’s shoppers: going strong

...of FT China Confidential Overall, China’s total bank lending slowed for the second consecutive month in February in response to Beijing’s monetary tightening agenda. But while total lending may be falling, signs suggest that upbeat consumers are bolstering consumer lending.  

China Suspends New Nuclear Projects as Radiation Fears Spread

...expansion of China’s own nuclear power capacity, the Wall Street Journal has reported a suspension of approvals for new nuclear projects: Details are vague about how China will conduct its safety review.    

Chinese Property: The Most Important Sector in the World

...milestone for China’s ever-rising economic profile: UBS emerging-markets economist Jonathan Anderson has declared China’s property industry “the single most important sector in the entire global economy.”   

 Other interesting articles are here.