Jul 29th, 2009
I am working on a fairly long entry that I will post this weekend about why a trade rebalancing and a consumption/savings rebalancing will take place in both China and the US whether or not we want it. This week has been crazy, among other reasons because a festival in Taiwan has invited one of [...]
Jul 24th, 2009
Although I am often surprised by how eagerly foreign commentators have embraced the Chinese fiscal stimulus story and see it as a great, shining success, I am happy to say, mercifully, that in China there is a lot more skepticism. There seems to be a serious debate among Chinese policymakers over the stimulus package. The [...]
Jul 20th, 2009
I have wanted to discuss more on the real estate sector for a while even though I have to confess I am far from being an expert on the topic, and this in a market which even the experts find terribly confusing – but cialis in us. What the real estate market is really telling us [...]
Jul 16th, 2009
My blog has been blocked in China. Given all the internet blocking that has happened in the past few months I guess this is not much of a surprise buy generic cialis uk, and I was sort of waiting for it to happen, even while I was hoping that it wouldn’t. I think after a [...]