With Secretary of State Hillary Clinton and Treasury Secretary Tim Geithner sitting down with Chinese officials as part of this week’s U.S.-China Strategic and Economic Dialogue, we figured it was a fitting time to spotlight this interesting segment from investment guru Jeremy Grantham’s July 2009 quarterly letter from the firm Grantham, Mayo, Van Otterloo in Boston, where he is the chairman.
Investors all over the world are relying on the gargantuan Chinese market’s development as a stable source of demand for everything from iPhones to industrial commodities, and are watching its economy with interest and concern....MORE
Monday, July 27, 2009
Jeremy Grantham on ‘Deciphering the Strength of the Chinese Economy’
Grantham is one of the big dogs. From MarketBeat: