The End of Financial Intermediation as a Driver in China
IntroductionThe growth of financial intermediation is decelerating rapidly in China, is this the end of a failed experiment from the authorities or...
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Media Coverage / Sentiment On China - What Got Hot, What Faded (July-August 2017)
Over the period February 28, 2016, to August 24, 2017, we monitored publicly available online English language 'Western' news headlines from around...
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China: Soaring Credit Keeps the Economy Afloat, Precariously
China's M2 has soared by US$18tn in the past 9 years (the biggest monetary expansion in world history) to US$24.5tn in June 2017 -- far exceeding...
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Just How Important Is FAI to the Chinese Economy?
Despite the rhetoric, China remains tied to fixed asset investment to drive its economy. What is notable is that the numbers have shifted within...
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Xi Jinping's Foreign Policy: The Consequences of Disobeying Deng's Advice
Deng Xiaoping advised China to "maintain a low profile" and instead focus on rebuilding China's economic strength. Xi Jinping has abandoned that...
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