China: Structural Reforms Mean Pain; Trade Disputes Could Rise
Manufacturing remains in trouble despite stimulus: The Caixin manufacturing PMI fell to 49.2 in May 16 from 49.4 in April while the official PMI...
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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...
178 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...
208 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...
277 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...
165 Views