Given the likely tradeoffs between strategy & tactics, can Chinese policymakers accomplish all goals?
The case for a consumer-led China has become more compelling than ever
China, being the US?s largest foreign creditor, has much to lose from its unsound fiscal decisions
The wealthiest 10% of Americans benefit the most from the Fed?s liquidity injections
Developing economies are failing to face up to their own rebalancing during the days of the QE sugar-high
China doubters in the West have misread the economy?s vital signs once again
At last, central banks in the US and China seem to be headed towards monetary-policy normalisation
The US outsources strategy to the invisible hand of the market with the govt locked into a reactive approach to…
Once again, China has defied the naysayers. Economic growth picked up in the final quarter of 2012 to 7.9%?half a…
The politicisation of central banking continues unabated. The resurrection of Shinzo Abe and Japan?s Liberal Democratic Party?pillars of the political…
Xi Jinping & Li Keqiang continue the progress in competence that marked China?s leadership transitions since Deng Xiaoping.
As America?s election season nears its finish, the debate seems to have come unhinged.
QE3 does nothing to cure US consumers of excess leverage and inadequate saving.
Concern is growing that China?s economy could be headed for a hard landing.
Given that consumption, forming 70% of GDP, will remain weak for years, growth needs to come from capital spending &…
Asia, Latin America & Europe accounted for 83% of US export-led growth impetus over the past three years, so…
Asian authorities were understandably smug in the aftermath of the financial crisis of 2008-2009.
For seven years, the United States has allowed its fixation on the renminbi?s exchange rate to deflect attention from far…
