Must-Read: Bloomberg News: China Steel Head Says Demand Slumping at...
Must-Read: Bloomberg News: China Steel Head Says Demand Slumping at Unprecedented Speed: “Crude steel output in the country fell 2.1 percent to 608.9 million tons… …in the first nine months of this...
View ArticleMust-Read: Lucy Hornby: Du Runsheng, Chinese Farm Reformer, 1913-2015
Must-Read: Lucy Hornby: Du Runsheng, Chinese Farm Reformer, 1913-2015: “Du, who has died aged 102, drafted the ‘household responsibility system’… …that replaced the Communists’ disastrous experiment...
View ArticleMust-Read: Ian Johnson: Xi’s China: The Illusion of Change
“Lights of Shanghai” by David Almeida, flickr, cc Must-Read: Ian Johnson: Xi’s China: The Illusion of Change: “Xi[‘s]… goal has been to recreate the early years of Communist rule… …in the early to...
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China’s market crash means Chinese supergrowth could have only 5 more years...
Now that 90 days have passed, from the Huffington Post from Last August: China’s Market Crash Means Chinese Supergrowth Could Have Only 5 More Years to Run Ever since I became an adult in 1980, I have...
View ArticleMust-Read: Stephen Roach: China’s Macro Disconnect
Must-Read: I really wish that I thought I understood China. Strike that: I really wish that I actually understood China. Stephen S. Roach: China’s Macro Disconnect: “China has been highly successful in...
View ArticleMust-read: Gavyn Davies: “China devaluation – a necessary evil?”
Must-Read: Gavyn Davies: China devaluation – a necessary evil?: “The 9 percent drop in global equity prices in the first two weeks of 2016… …is certainly alarming, even for those of us who believe that...
View ArticleMust-read: Olivier Blanchard: “The Price of Oil, China, and Stock Market...
Must-Read: Olivier Blanchard: The Price of Oil, China, and Stock Market Herding: “The main effect of a slowdown in China would be, through lower commodity prices… …help rather than hurt the United...
View ArticleMust-read: Cardiff Garcia: “China and Traditional Industrialisation-Led...
Cardiff Garcia: China and Traditional Industrialisation-Led Development: The World Was Not Enough: “[My] reaction was to be startled by [Justin Yifu Lin’s] comparison of China’s current position… …to...
View ArticleMust-read: Rob Johnson: “The China Delusion”
Must-Read: The extremely sharp Rob Johnson is in the camp of those who think that China’s principal short-run problems of problems of macroeconomic management–that investors are not confident that...
View ArticleMust-read: Ben Bernanke: “China’s Trilemma—and a Possible Solution”
Must-Read: The extremely-sharp Ben Bernanke continues to make the argument that the Washington-Consensus Great-Moderation division of labor between technocratic central banks and directly-elected...
View ArticleMust-read: Martin Wolf: “China’s Struggle for a New Normal”
Must-Read: Martin Wolf: China’s Struggle for a New Normal: “Beijing must be decisive and yet responsive to the needs of the people… …At present, it seems strangely indecisive on the economy and yet...
View ArticleMust-read: The Economist: “Chairman of Everything”
Must-Read: I do not understand China. But it now looks more likely than not to me that Xi Jinping’s rule will lose China a decade, if not half a century… The Economist: Chairman of Everything: “Two...
View ArticleMust-read: Ben Thompson: “China Watching”
Must-Read: Ben Thompson: China Watching: “I am often asked why I don’t write more about China… …the reason, as I’ve explained in the past, is that the country, particularly anything having to do with...
View ArticleMust-Read: Andrew J. Nathan
Must-Read: Wilhelmine China: a rapidly-industrializing country ruled by a social caste that has lost its role… Andrew J. Nathan: Who Is Xi Jinping?: “Xi Jinping’s respect for Mao is not a personal...
View ArticleMust-Read: Gideon Rachman: Xi Jinping Has Changed China’s Winning Formula
Must-Read: Gideon Rachman: Xi Jinping Has Changed China’s Winning Formula: “What Mr Xi has done is essentially to abandon the formula that has driven China’s rise… …created by Deng Xiaoping… and then...
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NAFTA and Other Trade Deals Have Not Gutted American Manufacturing—Period:...
Live at Vox.com: NAFTA and Other Trade Deals Have Not Gutted American Manufacturing—Period: Politically speaking, there was no debate on United States international trade agreements in 2016: All...
View ArticleMust-read: Olivier Blanchard: “The Price of Oil, China, and Stock Market...
Must-Read: Olivier Blanchard: The Price of Oil, China, and Stock Market Herding: “The main effect of a slowdown in China would be, through lower commodity prices… …help rather than hurt the United...
View ArticleMust-read: Cardiff Garcia: “China and Traditional Industrialisation-Led...
Cardiff Garcia: China and Traditional Industrialisation-Led Development: The World Was Not Enough: “[My] reaction was to be startled by [Justin Yifu Lin’s] comparison of China’s current position… …to...
View ArticleMust-read: Rob Johnson: “The China Delusion”
Must-Read: The extremely sharp Rob Johnson is in the camp of those who think that China’s principal short-run problems of problems of macroeconomic management–that investors are not confident that...
View ArticleMust-read: Ben Bernanke: “China’s Trilemma—and a Possible Solution”
Must-Read: The extremely-sharp Ben Bernanke continues to make the argument that the Washington-Consensus Great-Moderation division of labor between technocratic central banks and directly-elected...
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