China: Globalizing Its Imbalances, Part II: FAI And "Secular Stagnation"
The global "investment drought" (which underlies "secular stagnation") is directly traceable to China's two-decade-long investment binge. China's...
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Financialisation in China and How to Track It.
The historic core statistics in China are not showing the changing nature of China's credit marketsThe latest burst of Chinese stimulus, whilst...
289 Views
Hong Kong: No. 3's Visit Offers Little Change in China's Approach
The visit to Hong Kong by Zhang Dejiang, China’s 3rd ranking leader and Chairman of the National People’s Congress Standing Committee, was not the...
173 Views
Taiwan: China Serves Notice on the New President
Ms Tsai Ing-wen was inaugurated as Taiwan’s President on 20th May, only the second time an independence-leaning person has taken the office. The...
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China: Globalizing Its Imbalances, Part I: Monetary
China's M2 has gone from US$6.56tn in Aug08 to US$22.32tn in Apr16, the biggest monetary expansion in history. But over the past 3 years, China has...
286 Views