IMF Article IV shows China rebalancing for long-term growth
The Chinese economy is in a ‘new normal’ of lower, but higher quality growth. Large vulnerabilities could derail economic prospects as the...
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China flaunts military might, but couches rise in peaceful rhetoric
President Xi Jinping’s speech at the parade marking the 70th anniversary of Japan’s defeat in 1945 was notable for the announcement of a reduction...
282 Views
CHINA MACRO: Rate & RRR cuts alone are not enough to stabilise growth
On Monday i wrote that "policy inactivity and mismanement has become and enormour issue in China". Last night the PBOC cut interest rates and the...
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POLICY INACTIVITY AND MISMANAGEMENT HAS BECOME AN ENORMOUS ISSUE IN CHINA
POLICY INACTIVITY AND MISMANAGEMENT HAS BECOME AN ENORMOUS ISSUE IN CHINA; It had been strongly hoped we would get a RRR cut over the weekend. Not...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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