THE RISING PRICE OF A CHEAP RENMINBI / PROJECT SYNDICATE

The Rising Price of a Cheap Renminbi Renminbi appreciation would not, on its own, rebalance China’s economy and eliminate its massive surplu...

CHINA WARNS U.S. IT COULD RETALIATE OVER IRAN SANCTIONS / THE FINANCIAL TIMES

China warns US it could retaliate over Iran sanctions Beijing says it will take ‘all necessary measures’ if Washington expands crackdown on ...

INDIA AND CHINA`S PARADOXICAL RELATIONSHIP / GEOPOLITICAL FUTURES

India and China’s Paradoxical Relationship The nuclear-armed rivals are locked in a military standoff while becoming deeper economic partner...

CHINA`S GREAT JOBS SQUEEZE / THE FINANCIAL TIMES BIG READ

China’s great jobs squeeze As construction slumps and manufacturing automates, 53mn Chinese now work for low wages in food delivery and ride...

THE YUAN IS MORE THAN A SYMPTON OF GLOBAL IMBALANCES / THE ECONOMIST

Adding balance The yuan is more than a symptom of global imbalances Treating it as a mere by-product of deeper distortions lets China off to...

THE LIMITS OF ASIA`S TWO MAJOR GROWTH MODELS / PROJECT SYNDICATE

The Limits of Asia’s Two Major Growth Models Data from a period in which both China and India pursued deliberate industrial policies show th...

EXPLAINING CHINA`S INDUSTRIAL COMPETITIVENESS / PROJECT SYNDICATE

Explaining China’s Industrial Competitiveness External headwinds have not weakened China’s manufacturing competitiveness. That is because th...

EXPECT TROUBLE / CREDIT BUBBLE BULLETIN

Expect Trouble Doug Nolan “Terminal Phase Excess” is fundamental to my Credit Bubble analytical framework.  Bubbles are sustained by ever in...