http://thisischinablog.com/2009/07/29/mercy-me-u-s-and-china-trade-niceties/ The lifestyle trends shaping China's consumer society Mon, 21 May 2012 14:25:19 +0000 hourly 1 http://wordpress.org/?v=3.1.2 http://thisischinablog.com/2009/07/29/mercy-me-u-s-and-china-trade-niceties/comment-page-1/#comment-476 Bill :D Mon, 03 Aug 2009 06:56:36 +0000 http://thisischinablog.com/?p=749#comment-476 Duncan; You make an interesting point, as those inflows from the havens can be quite substantial. Do you think he simply took year-end tallies from 2008 and extrapolated them for winter 2009? Even then, do you think the inflows from the havens would be enough to offset Setser's BOTEC (back-of-the-envelope) calculation indicating a downward trend in the amount of T-bills and other dollar-denominated assets China might be investing in? Duncan;
You make an interesting point, as those inflows from the havens can be quite substantial. Do you think he simply took year-end tallies from 2008 and extrapolated them for winter 2009? Even then, do you think the inflows from the havens would be enough to offset Setser’s BOTEC (back-of-the-envelope) calculation indicating a downward trend in the amount of T-bills and other dollar-denominated assets China might be investing in?

]]> http://thisischinablog.com/2009/07/29/mercy-me-u-s-and-china-trade-niceties/comment-page-1/#comment-475 Duncan Mon, 03 Aug 2009 02:31:25 +0000 http://thisischinablog.com/?p=749#comment-475 I'd love to know where Brad Setser gets his information. The only really accurate information on China's holdings of US treasuries comes out twice a year. The rest of the time while there is information on buying and selling of treasuries by nation, the role of intermediary financial havens like the Caymans, Isle of Man etc complicates the picture so month-to-month figures can be very inaccurate. I’d love to know where Brad Setser gets his information. The only really accurate information on China’s holdings of US treasuries comes out twice a year. The rest of the time while there is information on buying and selling of treasuries by nation, the role of intermediary financial havens like the Caymans, Isle of Man etc complicates the picture so month-to-month figures can be very inaccurate.

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