China in the Early Stages of a Cyclical Upturn
Xi Jinping is not the cuddly, panda-like uncle that he appears on international TV at G20, Davos and Boao forums. He has rejected entirely the free...
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IMF Warns of Excessive Global Borrowing
The IMF’s Fiscal Monitor (April, 2018) reports that global debt is at historic highs, with the media singleing out China and the US. China alone...
106 Views
The Market Sentimentalist - Jaw-Jaw Or War-War?
Trade wars are back in vogue.President Trump has threatened to retaliate to the Chinese retaliation to his decision to sign off on aluminium and...
141 Views
China: Deleveraging Delusions
The Chinese government takeover of Anbang Insurance rekindled gross misunderstandings regarding deleveraging in China. The media fired off...
157 Views
China Myths: Dispelling the Bear
We are constantly warned that the Chinese debt build up constitutes a risk to the global system. We know this because the early-warning indicators...
175 Views