China is finally feeling bullish about the stock markets once again. Just last September, Chinese regulatory authorities suspended all new IPOs following a 60% plunge in the stock market. Now the ten-month blackout is coming to an end, signaling a potentially major shift in investor sentiment. Initial public offerings are in the works for Shanghai, Hong Kong and New York.

The Shanghai Composite Index (SCI) continues to roar ahead of other global indexes again with gains this year of more than 35%! The news is even stronger if we look back to the very beginning of the market’s recovery in China last year.

Were Barack and Michelle Obama the only world figures on stage at the G-20 in London? You might have thought so from the rapturous news reports that made it to the United States. It appears be true that the new president and first lady made a good impression on world leaders and that is a positive indicator for confidence in a U.S. economic recovery.

The messy naval skirmish between a U.S. surveillance ship and a squad of Chinese patrol boats in the South China Sea was just the first round fired in a dramatic and even historic week. Even more important was the seemingly casual comment by Premier Wen Jiabao after a lengthy session with the National People’s Congress [...]

China Takes the Lead on Economic Stimulus
The world waited with bated breath on Thursday for a beefed-up China stimulus that did not come. Is that cause for disappointment? Not at all. We believe it is cause for a sense of relief and a renewed confidence in China’s economic stimulus policies.
It is becoming more clear than [...]