EM Macro Insights: As Policy Makers Focus on Growth Inflationary Pressures Build
Growth remains the main topic of conversation in the financial markets and among economists. But inflation is slowly surely becoming an equally...
181 Views
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...
225 Views
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...
291 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...
176 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...
177 Views