China | Pacifica Partners

Push for More Stimulus Ignores Risks of Japan’s Experience

Oct 03 2016

This September has been an eventful month for China. Apart from defending its assertion to vast areas of the South China Sea, it also hosted world leaders at the G20 Summit to discuss ways to raise global economic growth rates. All of the political leaders agreed that they needed to ensure that they had to…

Has Vancouver’s housing market peaked?

Sep 14 2016

Naveen Gopal from Pacifica Partners speaks to Business News Network's House Money host Greg Bonnell about why China's looming credit bubble will have a significant effect on the Vancouver housing market. Please click below to watch interview.

Vancouver’s Housing Bubble Fueled by China’s Credit Bubble

Jul 21 2016

Many of us are under the impression that there is an endless supply of multi-millionaires in China who are intent on scooping up Vancouver properties at any price, often before they even hit the market. But the underlying source of the money does indeed have a limit, and we might be getting close to that…

Taking an Inventory of Investor Worries

Jan 06 2016

The Pacifica Partners Winter 2016 Quarterly Commentary: Most years, financial markets tend to rally in the month of December. As the 2015 holiday season wound down, investors found that Santa had deprived them of their traditional yearend rally. Instead of a rally, investors were left showered with volatility to close off 2015 and clinging to…

Mr. Xi Goes to Washington

Sep 30 2015

One would have to go back a long way to remember when China’s place in the world was even up for debate. As Chinese President Xi Jinping came to the US for his first state visit last week and second visit as President of China, many are looking at China through a slightly different lens…

LNG Promises Steeped in Forecast Risk

Sep 16 2014

The government of BC staked a great deal of the province’s future prosperity on its ability to work with the energy industry to harness BC’s natural gas reserves for export to the energy hungry nations of Asia. To further underline the future potential, the government has stated that it would follow in the footsteps of…

Submerging Markets – the downside of developing economies

Sep 08 2013

Over the last several years, investors became accustomed to the belief that the influence of the U.S. economy and its policies on the emerging markets nations was waning. The emerging markets countries include the well-publicized BRICs group of countries (Brazil, Russia, India, and China) but also nations such as Indonesia, Mexico, Thailand and South Africa.…

Investors have a Taper Tantrum

Aug 06 2013

The financial industry rarely has a challenge when coming up with clever headlines to describe the markets. Our newsletter gets its title from recent investor reaction to the mere hint that the US Feder- al Reserve (the ‘Fed’) may reduce or ‘taper’ its monthly $85 billion bond purchase program. Since bond prices and interest…

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