Why the Recent Rise in Global Inflation Expectations Is Tied to Developments in China
Last week outlined our view that as key economic data out of China begins to reflect what our China Drag/Pull Indicator has been displaying for...
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China: GDP Growth Masks Long Term Weaknesses in Economy
Economic growth remains on target: GDP rose 6.7% y/y in 3Q16, unchanged from 2Q16 and 1Q16, right in the middle of the government’s 2016 goal of...
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The China Connection
Despite Q3 Chinese GDP numbers coming out bang in line with the midpoint of the government’s growth target investor fears over the possibility of a...
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The Price of Foreign Aid
China was once known for not attaching conditions to its foreign aid. Today things are very different and many countries, China included, now use...
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China's Enduring Sex Ratio Imbalance
Discussion of the sex ration imbalance in China usually focuses on the 'left-over women' - those who have prioritized careers over childbearing. In...
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