Sep 25th, 2009
While the G20 leaders make reassuring noises about international trade, I think the risk of rising trade tensions have not abated at all. As I see it, everything depends on whether or not domestic Chinese polices had any role in creating the global imbalances, and if they did, then we are still in the early [...]
Sep 21st, 2009
Perhaps it has been because I have been so busy in meetings and school in the past week but it seems to me that not a whole lot has happened to give us much more sense of what is happening in China since the big release of economic data by the National Bureau of Statistics [...]
Sep 14th, 2009
A lot of people, via emails, letters and phone calls, have been asking me how I can be so pessimist about consumption growth in China given the spectacular consumption growth figures coming out of China – 15.4% year to date. An editor who asked me for a piece, after reading it also wondered if my [...]
Sep 11th, 2009
Regular readers of my blog will have noted all sorts of unfortunate goings on here in recent days. It has become impossible to get into the comments section, or indeed into any other section of my blog except the front page, and so to my great dismay the excellent discussions that have been so useful for [...]
Sep 3rd, 2009
The Shanghai and Shenzhen stock markets are still hogging the spotlight. Although down 18.0% from its recent peak exactly one month ago viagra cialis levitra, the past three days have been good for Chinese stock market investors. After rising 0.60% on Tuesday and 1.17% on Wednesday, the SSE composite was up a very smart 4.79% [...]