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Key Indicators

China Shanghai
Shenzhen 300 - Index Price Level
3100.46, 3116.03, 3139.38, 3120.64, 3121.6 3,121.6
Cpi % Change - China,P.R.
Hong Kong
2.37, 2.47, 2.84, 1.37, 2.98 2.98
CHN Total industrial production sa (amplitude adjusted)
Stock or Quantum, SA, amp adj - China, Peoples Rep of
0.92, 0.14, -0.5, -1.3, -0.57 -0.57
CHN SDR Reserve assets
Stock or Quantum, SDR (billions) - China, Peoples Rep of
1594.1, 1623.8, 1660.2, 1667.2, 1672.2 1,672.2
Real GDP
Total, Y/Y % Change, Percent - China, Peoples Rep of
11.9, 10.3, 9.6, 9.8, 9.7 9.7
data by Factset

China Outlook: Don’t Look Down!

We sharply reduce our 2012 forecast due to developments in the property sector. Property prices are tipping over as anticipated, but the supply-side response looks set to come earlier and be more severe than we previously expected. Mired in a ZIRP world, China will continue to find little demand for its vendor financing, and net exports will be a modest drag on growth in 2012. Although we have factored in a larger policy response than we previously anticipated, the fiscal and monetary space is too limited to prevent a sharp deceleration in H1 2012. We believe the risks to our well-below-consensus forecast are tilted toward the downside, as there is a significant chance that property market restrictions will stay in place well after prices begin to decline materially.

Read the latest China Outlook

Market Strategy

Emerging Markets Quarterly

China: Q1 2012

By Adam Wolfe, Ibrahim Gassambe, David Nowakowski and Natalia Gurushina Jan 26, 2012

Market Strategy

Emerging Market Crude Oil Demand Unlikely to Wane

By Gary Clark, Shelley Goldberg and Rachel Ziemba Nov 16, 2011

Emerging Markets Quarterly

Equity: Beware of Momentum

By Gina Sanchez Oct 24, 2011

Emerging Markets Quarterly

Commodities: Russia, China and the Ties that Bind

By Shelley Goldberg Oct 24, 2011

Emerging Markets Quarterly

Asia: Hot Shots! Part Deux

By Adam Wolfe and Michael Manetta Oct 24, 2011

Market Strategy

Macro and Market Outlook: October 2011

By the RGE Economic Research and Market Strategy Teams Oct 12, 2011

Cross Asset Monthly

Commodities: Forward Curves—The Shape of Things to Come

By Shelley Goldberg Sep 6, 2011

Market Strategy

Hunkering Down for a Recession

By Gina Sanchez, Ibrahim Gassambe and Dayna Goodwin Sep 1, 2011

Market Strategy

Global Equity Outlook: Downgraded Amid U.S. Stall

By Gina Sanchez and Ibrahim Gassambe Aug 16, 2011

Cross Asset Monthly

Emerging Markets: Damocles' Sword(s), Black Sheep and Weaker Growth

By Natalia Gurushina Aug 3, 2011

Emerging Markets Quarterly

Equity: Credit Growth Boosts Earnings

By Gina Sanchez Jul 28, 2011

Emerging Markets Quarterly

Credit: Take Advantage of Contagion

By David Nowakowski Jul 28, 2011

Emerging Markets Quarterly

Rates/Currencies: Inflation Pressures Finally Ease

By Natalia Gurushina Jul 28, 2011

Emerging Markets Quarterly

Commodities: EMs Steer Auto Sector Growth

By Shelley Goldberg Jul 28, 2011

Emerging Markets Quarterly

Asia: Low Real Rates, Diverging Results

By Adam Wolfe and Michael Manetta Jul 28, 2011

Market Strategy

Measuring EM FX Appreciation Pressures (Part I)

By Natalia Gurushina and Tsolmon Enkhbayar Jul 14, 2011

Cross Asset Monthly

Executive Summary: Know What You Did Last Summer

By Arnab Das Jun 6, 2011

Cross Asset Monthly

Commodities: Regulation vs. Intervention—When Governments Take Action

By Shelley Goldberg Jun 6, 2011

Cross Asset Monthly

Emerging Markets: Walking a Tightrope

By Natalia Gurushina Jun 6, 2011

Market Strategy

Dearth of Commodity Bargains Delays Chinese Shopping

By Shelley Goldberg May 26, 2011

Market Strategy

Orange Juice Shorts Get Squeezed

By Shelley Goldberg May 17, 2011

Cross Asset Monthly

The Here and Now: A No-Exit Strategy, For Now…

By Arnab Das May 11, 2011

Emerging Markets Quarterly

The Here and Now: Finding the Right Middle Ground

By Arnab Das Apr 21, 2011

Emerging Markets Quarterly

Credit: Oil, Rate Hikes, Revolutions—Oh My!

By David Nowakowski Apr 21, 2011

Emerging Markets Quarterly

Commodities: EMs Face a Double-Edged Sword

By Shelley Goldberg Apr 21, 2011

Emerging Markets Quarterly

Emerging Market Scorecard

By the RGE Economic Research Team Apr 21, 2011

Emerging Markets Quarterly

Fixed Income/Foreign Exchange: Taming Inflation—Mission Impossible?

By Natalia Gurushina Apr 21, 2011

Emerging Markets Quarterly

Asia: A Reminiscence of 2008

By Arpitha Bykere Apr 21, 2011

Market Strategy

Asset Classes: Historic Correlations to Oil Prices

By David Nowakowski, Natalia Gurushina and Tsolmon Enkhbayar Apr 5, 2011

Cross Asset Monthly

A Fine Balance

By Arnab Das Apr 4, 2011

Cross Asset Monthly

The Here and Now: Bad Luck Seems to Come in Threes

By Arnab Das Apr 4, 2011

Cross Asset Monthly

Commodities: March Prices—In Like a Lamb, Out Like a Lion

By Shelley Goldberg Apr 4, 2011

Cross Asset Monthly

Emerging Markets: There May Be Trouble Ahead

By Natalia Gurushina Mar 1, 2011

Cross Asset Monthly

Global Equity: Balancing Risks With Fundamentals

By Gina Sanchez & Ibrahim Gassambe Mar 1, 2011

Emerging Markets Quarterly

Asia: Time to Tackle Inflation

By Arpitha Bykere Jan 19, 2011

Emerging Markets Quarterly

China: Stimulus Bill Comes Due

By Rachel Ziemba Jan 19, 2011

Cross Asset Monthly

A Year of Growing Dangerously

By Arnab Das Jan 11, 2011

Cross Asset Monthly

Currencies: G10 FX—A Rerun of 2010

By Michael Hart Jan 11, 2011

Market Strategy

Bluster and Lustre: The Whys and Wherefores of the Gold Hedge

By Arnab Das and Shelley Goldberg Jan 5, 2011

Cross Asset Monthly

Currencies: EUR Back in the Frying Pan

By Michael Hart Dec 6, 2010

Market Strategy

Emerging Markets Quarterly, October 2010: A Tale of Two Worlds

By the RGE Macroeconomics and Strategy Teams Oct 22, 2010

Emerging Markets Quarterly

China: Foreign Inflows Contribute to Frothy Asset Markets

By Rachel Ziemba Oct 22, 2010

Emerging Markets Quarterly

India: Domestic Demand Set for a Bull Run

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

Asia: V-Shaped Recovery, With Tsunami of Hot Inflows

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

Commodities: Rising From the Ashes

By Shelley Goldberg Oct 22, 2010

Emerging Markets Quarterly

Equity: Liquidity Creates Bigger Imbalances

By Gina Sanchez Oct 22, 2010

Emerging Markets Quarterly

Appendix: Emerging Markets Scorecard

By The RGE Strategy Team Oct 22, 2010

Cross Asset Monthly

The Season Kick-off: Macro Bears Face Micro Bulls

By Shelley Goldberg Oct 5, 2010

Market Strategy

Cotton: The Next 'Luxury' Fiber?

By Shelley Goldberg Sep 21, 2010

Market Strategy

Is China Passing the Buck?

By Arnab Das, Rachel Ziemba and Natalia Gurushina Sep 20, 2010

Market Strategy

Gold: There's Something About September

By Shelley Goldberg Sep 16, 2010

Cross Asset Monthly

Commodities: No Pain, No Grain

By Shelley Goldberg Aug 31, 2010

Cross Asset Monthly

Currencies: The End of Exuberance

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Emerging Markets: At the Cross Roads

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Fixed Income: Unconventional Policies Create Uncertainty

By Arun Motianey Aug 31, 2010

Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez Aug 31, 2010

Cross Asset Monthly

Financial Institutions: Cracks in the EZ Façade

By Jennifer Kapila Aug 31, 2010

Market Strategy

The History of Risk—Correlations, Volatilities and Z-Scores

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

Renewable Energy: Investor Dreams and Sector Realities

By Shelley Goldberg Aug 19, 2010

Market Strategy

Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications

By Christian Menegatti, Rachel Ziemba, Arnab Das, Arun Motianey, Gina Sanchez, Natalia Gurushina and David Nowakowski Aug 2, 2010

Market Strategy

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

By Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila Jul 27, 2010

Market Strategy

'Yuan Upmanship': Interpreting China's FX Regime Change

By Rachel Ziemba, Natalia Gurushina and Arnab Das Jun 20, 2010

Economic Research

Asia Weekly

China Inflation and Trade; Philippines Inflation; Indonesia Monetary Policy

By Ayoti Mittra, Adam Wolfe and Michael Manetta Feb 2, 2012

Asia Weekly

Australia Unemployment and Inflation; China GDP; Singapore Exports

By Michael Manetta, Adam Wolfe and Ayoti Mittra Jan 12, 2012

Economic Research

Upside Risks to 2012

By Rachel Ziemba, Prajakta Bhide, Shelley Goldberg, Juan Lorenzo Maldonado, Michael Manetta, Christian Menegatti, Elisa Parisi-Capone and Adam Wolfe Jan 5, 2012

Asia Weekly

China IP and Inflation; Malaysia IP and Exports; India Inflation

By Adam Wolfe, Kunal Kumar Kundu and Ayoti Mittra Jan 5, 2012

China Monthly

Where We Are and Whither We Are Tending

By Adam Wolfe Jan 4, 2012

Asia Weekly

Japan IP, CPI; North Korea Leadership Transition

By Michael Manetta and Adam Wolfe Dec 22, 2011

Central Bank Watch

Overview: Central Bank on Wire

By Michael Manetta and the RGE Economic Research Team Dec 15, 2011

Central Bank Watch

People’s Bank of China: December Update

By Adam Wolfe Dec 15, 2011

Global Economic Outlook

Outlook Overview: No Such Thing as a Free Lunch

By Christian Menegatti, Rachel Ziemba and Nouriel Roubini Dec 11, 2011

Global Economic Outlook

Asia Outlook: The World Is Not Enough

By Adam Wolfe, Michael Manetta, Ayoti Mittra and Kunal Kumar Kundu Dec 9, 2011

Asia Weekly

China, Japan and India Outlook Highlights

By Michael Manetta, Adam Wolfe and Kunal Kumar Kundu Dec 8, 2011

Asia Weekly

China Inflation and Industrial Production; Indonesia Monetary Policy

By Michael Manetta and Adam Wolfe Dec 1, 2011

China Monthly

Enter the Dragon: Chinese Economic Policy in 2012

By Adam Wolfe Dec 1, 2011

Global Economic Outlook

China Outlook: Don’t Look Down!

By Adam Wolfe Dec 1, 2011

Economic Research

BRICs in Africa: After More Than Just Resources

By Maya Senussi and Rachel Ziemba Nov 22, 2011

Central Bank Watch

Overview: The Next Cycle

By Michael Manetta Nov 17, 2011

Central Bank Watch

People’s Bank of China: November Update

By Adam Wolfe Nov 17, 2011

Asia Weekly

India Inflation; Malaysia GDP

By Kunal Kumar Kundu, Ayoti Mittra and Adam Wolfe Nov 10, 2011

Asia Weekly

China Inflation and IP; Indonesia GDP and Monetary Policy; Malaysia IP and Monetary Policy

By Michael Manetta, Adam Wolfe and Ayoti Mittra Nov 3, 2011

China Monthly

I Get a Bailout, You Get a Bailout, We All Get a Bailout!

By Adam Wolfe Nov 1, 2011

Asia Weekly

South Korea Monetary Policy; Philippines Exports; China GDP and Inflation

By Adam Wolfe, Michael Manetta and Mikka Pineda Oct 6, 2011

China Monthly

A Complex and Tightly Coupled System Headed for Failure

By Adam Wolfe Oct 3, 2011

Global Economic Outlook

Asia Outlook Update: You Only Live Twice

By Adam Wolfe, Michael Manetta and Mikka Pineda Sep 19, 2011

Asia Weekly

Japan, Taiwan and Malaysia Outlook Update Highlights

By Michael Manetta, Mikka Pineda and Adam Wolfe Sep 15, 2011

Asia Weekly

China and Indonesia Outlook Update Highlights; Monetary Policy Across the Region

By Michael Manetta and Adam Wolfe Sep 8, 2011

Global Economic Outlook

China Outlook Update: Lean Into the Punch

By Adam Wolfe Sep 7, 2011

China Monthly

China Will Not Save the World

By Adam Wolfe Sep 2, 2011

Central Bank Watch

Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations

By Michael Manetta and the RGE Economic Research Team Aug 19, 2011

Central Bank Watch

People's Bank of China: August Update

By Adam Wolfe Aug 19, 2011

Economic Research

Global Financial Crisis 2.0: How to Rescue Capitalism

By Nouriel Roubini Aug 12, 2011

Economic Research

Conference Call on S&P's U.S. Downgrade: Opening Remarks

By Nouriel Roubini and David Nowakowski Aug 8, 2011

Mena Focus

MENA Looks for New Markets: Trade Ties Shifting Slowly

By Maya Senussi, Rachel Ziemba and John Prosser Aug 5, 2011

Asia Weekly

China Inflation, Philippines Exports, Indonesia Monetary Policy

By Michael Manetta, Mikka Pineda and Adam Wolfe Aug 4, 2011

China Monthly

Preparing for 2012: A Look at China's Next Leaders

By Adam Wolfe and Kevin Yan Aug 1, 2011

Economic Research

Foreign Sovereigns Unlikely to Flee Treasurys

By Rachel Ziemba Jul 29, 2011

Asia Weekly

Singapore, Vietnam and Australia Inflation; India and Philippine Monetary Policy; Thailand Manufacturing

By Michael Manetta, Mikka Pineda and Adam Wolfe Jul 21, 2011

Asia Weekly

China Inflation; China and Singapore GDP; Philippines Exports

By Adam Wolfe, Michael Manetta and Mikka Pineda Jul 7, 2011

Economic Research

Q3 2011 Global Scenario Analysis: A Bumpy Rebalancing

By Christian Menegatti, Rachel Ziemba and the RGE Economic Research Team Jul 6, 2011

Economic Research

Regional Outlook Conference Calls

By the RGE Economic Research Team Jun 30, 2011

Asia Weekly

Outlook Updates for Australia, China, Malaysia, Pakistan, Singapore, South Korea, Taiwan and Vietnam

By Arpitha Bykere, Michael Manetta, Mikka Pineda and Adam Wolfe Jun 23, 2011

Global Economic Outlook

China Outlook Update: What, Me Worry?

By Adam Wolfe Jun 20, 2011

Economic Research

Global Growth: Soft Patch or Stall Speed?

By Nouriel Roubini Jun 20, 2011

Asia Weekly

China Inflation; India and Philippines Monetary Policy; Singapore Exports

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Jun 9, 2011

Economic Research

Central Bank Watch: The Shifting Tides of Global Monetary Policy

By James Mason and the RGE Economic Research Team Jun 8, 2011

Asia Weekly

Australia, Indonesia, Korea and China Monetary Policy; China Trade; Philippines Inflation; Malaysia Industrial Production

By Michael Manetta, Mikka Pineda, Adam Wolfe and Arpitha Bykere Jun 2, 2011

Economic Research

Commodity Correction: What Drove Down the Price of Oil?

By Gary Clark May 12, 2011

Economic Research

Overheating Asia Yearns for Policy Coolants

By Arpitha Bykere, Michael Manetta and Adam Wolfe May 9, 2011

China Monthly

How China's Inflation and Imports Will Reshape the World

By Adam Wolfe May 2, 2011

Economic Research

Washout in Washington: Key IMF Meeting Takeaways

By Nouriel Roubini and Arnab Das Apr 19, 2011

Asia Weekly

Japan Trade, Malaysia Inflation, Thailand Monetary Policy, Hong Kong Inflation

By Mikka Pineda, Michael Manetta and Adam Wolfe Apr 14, 2011

Economic Research

Japan's Earthquake: Can the Growth Impact on EM Asia Be Discounted?

By Michael Manetta, Arpitha Bykere and Adam Wolfe Apr 12, 2011

Economic Research

China Big Picture: Summary of RGE Views

By Adam Wolfe Apr 12, 2011

Economic Research

South Africa: When BRIC Became BRICS…

By Maya Senussi and Rachel Ziemba Apr 12, 2011

Economic Research

Q2 2011 Global Scenario Analysis: Still Gradually Rebalancing

By Christian Menegatti, Rachel Ziemba and the RGE Market Strategy Team Apr 11, 2011

Economic Research

China's Unbalanced, Uncoordinated and Unsustainable Growth Model

By Nouriel Roubini Apr 11, 2011

Asia Weekly

India Inflation, China GDP, Indonesia Monetary Policy, Philippines Exports

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Apr 7, 2011

Economic Research

Chinese Growth Easing While Inflation Spikes

By Adam Wolfe Apr 7, 2011

China Monthly

Hawks, Doves and Bubbles! Oh My!

By Adam Wolfe Apr 1, 2011

Economic Research

Is the Global Nuclear Renaissance Over?

By Gary Clark Mar 31, 2011

Asia Weekly

Second-Round Price Effects Rising in Asia

By Arpitha Bykere, Michael Manetta, Adam Wolfe and Mikka Pineda Mar 24, 2011

Economic Research

China’s Banking Sector: The Big Payback

By Adam Wolfe and Jorund Aarsnes Mar 23, 2011

Global Economic Outlook

Asia/Pacific Outlook: Dreaming of Decoupling

By Arpitha Bykere Mar 18, 2011

Global Economic Outlook

China Outlook: If You Build It…

By Adam Wolfe Mar 16, 2011

Asia Weekly

China, Japan and India Monetary Policy; Singapore Industrial Production

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Mar 10, 2011

Economic Research

The People’s Bank of China Is Back in the Open Market

By Adam Wolfe Mar 10, 2011

Asia Weekly

Strong PMIs Spur Asian Central Banks to Act

By Michael Manetta, Adam Wolfe and Mikka Pineda Mar 3, 2011

China Monthly

The Revolution Will Not Be Tweeted

By Adam Wolfe Mar 3, 2011

Economic Research

Chinese Exports Suffer Holiday Drag

By Adam Wolfe Mar 3, 2011

Economic Research

Chinese Inflation Stays Elevated

By Adam Wolfe Mar 3, 2011

Economic Research

'Chindia': Putting the Emerging Market Giants Into Perspective

By Arpitha Bykere, Adam Wolfe and Arnab Das Feb 16, 2011

Economic Research

China's Inflation: Don't Believe Your Lying Eyes

By Adam Wolfe Feb 15, 2011

Asia Weekly

Is Food the Only Culprit Behind Asia's Inflation?

By Michael Manetta, Arpitha Bykere, Adam Wolfe and Mikka Pineda Feb 10, 2011

Economic Research

Chinese Inflation in January: Hopping Higher and Higher

By Adam Wolfe Feb 10, 2011

Asia Weekly

Will Asia Heat Up as Winter Ends?

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Feb 3, 2011

Economic Research

Chinese Trade Surplus Narrows in January

By Adam Wolfe Feb 3, 2011

China Monthly

Revising Up the Year of the Rabbit

By Adam Wolfe Jan 31, 2011

Economic Research

Can Capital Controls Resolve Asia's Policy Trilemma?

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Jan 24, 2011

Asia Weekly

Taxes and Subsidies Shape End-of-Year Data Releases

By Michael Manetta, Mikka Pineda and Adam Wolfe Jan 13, 2011

Economic Research

Chinese GDP: Up Then Down

By Adam Wolfe Jan 13, 2011

Economic Research

Coming Soon: Another Hike to China's Required Reserve Ratios

By Adam Wolfe Jan 12, 2011

China Monthly

It Was a Very Good Year

By Adam Wolfe Jan 7, 2011

Asia Weekly

Economic Momentum Puts Pressure on Inflation and Trade Balances

By Mikka Pineda, Michael Manetta, Adam Wolfe and Arpitha Bykere Jan 6, 2011

Economic Research

Chinese Money Supply Growth Stays Elevated

By Adam Wolfe Jan 6, 2011

Economic Research

Still Not a Tiger: The Decline of Malaysia's Electronics Sector

By Michael Manetta Dec 29, 2010

Economic Research

The Hangover: China Considers Policy Pills

By Adam Wolfe Dec 21, 2010

Economic Research

China's Portfolio: Still Stuck on the Dollar?

By Rachel Ziemba Dec 20, 2010

Asia Weekly

Inflation Risks Persist Among Asia's Heavyweights

By Arpitha Bykere, Michael Manetta, Adam Wolfe and Mikka Pineda Dec 9, 2010

Economic Research

Chinese Inflation Peaks for the Year in November

By Adam Wolfe Dec 9, 2010

Global Economic Outlook

Global Overview: 2011 Outlook

By Christian Menegatti, Nouriel Roubini and the RGE Macroeconomics Team Dec 7, 2010

Global Economic Outlook

China: 2011 Outlook

By Adam Wolfe and Rachel Ziemba Dec 7, 2010

Global Economic Outlook

Asia/Pacific: 2011 Outlook

By Arpitha Bykere Dec 7, 2010

Global Economic Outlook

Macro Forecasts: 2011 Outlook

By the RGE Macroeconomics Team Dec 7, 2010

Asia Weekly

Asia/Pacific Central Banks Chart the 2011 Course

By Mikka Pineda, Adam Wolfe, Arpitha Bykere and Michael Manetta Nov 25, 2010

Economic Research

China: Tightening to Continue in 2011

By Adam Wolfe Nov 25, 2010

Economic Research

The Long and Short of It: China's Political Economy Is Shifting

By Adam Wolfe Nov 16, 2010

Asia Weekly

After a Breezy Q3, Asia Braces for Q4

By Adam Wolfe, Michael Manetta and Mikka Pineda Nov 4, 2010

China Monthly

Tighter Money Supply, Looser Fiscal Policy

By Adam Wolfe and Rachel Ziemba Nov 3, 2010

Asia Weekly

Blazing Real Estate Markets Call for Regulatory Cooldown

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Oct 21, 2010

Economic Research

Local Bubbles, Strong Fundamentals in China

By Adam Wolfe Oct 21, 2010

Economic Research

China's 'Surprise' Rate Hike: Another Step Toward Normal

By Adam Wolfe Oct 19, 2010

Economic Research

The Road to Trade War Runs Through QE, Currency

By Nouriel Roubini Oct 15, 2010

Asia Weekly

Demand- and Supply-Side Inflation Confounds Policy Makers

By Adam Wolfe, Michael Manetta and Mikka Pineda Oct 14, 2010

Economic Research

Oct 20 Data Release: Soft Landing for China’s GDP

By Adam Wolfe Oct 14, 2010

Asia Weekly

Gradual Slowdown Calls for Policy Normalization

By Arpitha Bykere, Adam Wolfe and Mikka Pineda Oct 7, 2010

China Monthly

Soft Landing Achieved

By Adam Wolfe and Rachel Ziemba Oct 7, 2010

Asia Weekly

Weak Growth Outlook Discourages Asian Central Banks From Hasty Moves

By RGE's Asia Analyst Team Sep 23, 2010

Economic Research

Japan-China Relations: Strategic Competition and Currency Frictions

By Rachel Ziemba Sep 23, 2010

Global Economic Outlook

China: September 2010 Outlook Update

By Adam Wolfe and Rachel Ziemba Sep 11, 2010

Global Economic Outlook

Global Overview: September 2010 Outlook Update

By Nouriel Roubini, Christian Menegatti and the RGE Macroeconomic Team Sep 10, 2010

Asia Weekly

Parsing Fiscal and Monetary Policies in Asia

By Arpitha Bykere, Michael Manetta, Adam Wolfe and Mikka Pineda Sep 9, 2010

Asia Weekly

Policy Hits and Misses

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Sep 2, 2010

China Monthly

Wen Ex Machina

By Adam Wolfe and Rachel Ziemba Sep 1, 2010

China Monthly

Inflation, Trade Tensions Heat Up

By By Adam Wolfe and Rachel Ziemba Aug 6, 2010

Economic Research

Asia Week Ahead: Private Demand an Unlikely Antidote for Export Ailments

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Aug 5, 2010

Economic Research

Asia Week Ahead: Skidding Exports to Keep Rate Hikes Gradual Despite Inflation

By Arpitha Bykere, Michael Manetta, Mikka Pineda and Rachel Ziemba Jul 29, 2010

Economic Research

Red Light, Green Light: China's Monetary Policy Gets Stuck in Traffic

By Adam Wolfe and Rachel Ziemba Jul 21, 2010

Global Economic Outlook

Asia/Pacific: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

Global Economic Outlook

China: Q3 2010 Outlook

By Adam Wolfe and Rachel Ziemba Jul 10, 2010

Economic Research

Asia Week Ahead: Export Outlook Looks Bright for Commodities, Dim for Manufacturers

By Arpitha Bykere, Mikka Pineda and Rachel Ziemba Jul 8, 2010

China Monthly

Treading Water or Drowning?

By Adam Wolfe and Rachel Ziemba Jul 7, 2010

Economic Research

Asia Week Ahead: Central Banks Weigh Tightening With G3 on Hold and Global Growth Slowing

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba Jul 1, 2010

Economic Research

Asia Week Ahead: Growth and Policy Challenges Yield Revaluation, Capital Controls and Fiscal Austerity

By Arpitha Bykere, Mikka Pineda and Rachel Ziemba Jun 24, 2010

Economic Research

Chinese Investment: The Slow Grind Ahead

By Adam Wolfe Jun 23, 2010

Economic Research

Asia Week Ahead: Vulnerabilities to the EU Are Here to Stay

By Arpitha Bykere and Mikka Pineda Jun 17, 2010

Economic Research

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 2010

Economic Research

Conference Call Replay: The Implications of the EZ/EU Crisis for Asian Economies and Markets

By With Arnab Das and Rachel Ziemba Jun 8, 2010

China Monthly

Moderating Inflation to Defer Tightening

By Adam Wolfe and Rachel Ziemba Jun 3, 2010

Economic Research

Asia Week Ahead: Signs of Easing Growth Challenge Monetary Policy

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba Jun 3, 2010

Economic Research

Asia Week Ahead: Political Tensions, Easing Growth and Delayed Monetary Tightening

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba May 27, 2010

Economic Research

What’s on the Agenda at the U.S.-China Strategic and Economic Dialogue?

By Adam Wolfe and Rachel Ziemba May 17, 2010

China Monthly

Rate Hikes Off for Another Month?

By Adam Wolfe and Rachel Ziemba May 5, 2010

Economic Research

Chinese Monetary Policy: Of All the Tools, Why the Exchange Rate?

By Adam Wolfe and Rachel Ziemba May 3, 2010

Global Economic Outlook

China: Q2 2010 Outlook

By Adam Wolfe and Rachel Ziemba Apr 16, 2010

China Monthly

Growth Peaks in Q1

By Adam Wolfe and Rachel Ziemba Apr 2, 2010

Economic Research

In China, Politics Trump Monetary Policy

By Adam Wolfe Mar 31, 2010

Economic Research

The U.S.-China Currency and Trade Collision Course

By Nouriel Roubini Mar 24, 2010

Economic Research

U.S.-China Tensions: Co-Dependency Pains

By Rachel Ziemba and Adam Wolfe Mar 16, 2010

Economic Research

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda Mar 15, 2010

Economic Research

China: What to Expect from the February Data

By Adam Wolfe and Rachel Ziemba Mar 9, 2010

Economic Research

Who Will Buy the U.S. Treasurys?

By Rachel Ziemba Mar 9, 2010

Economic Research

China: No Exit

By Adam Wolfe Feb 19, 2010

Global Economic Outlook

China: Q1 2010 Outlook

By Rachel Ziemba and Adam Wolfe Feb 9, 2010

Economic Research

The People’s Bank of China and the Road Not Taken

By Adam Wolfe and Rachel Ziemba Jan 25, 2010

Economic Research

Comparing 2010 Growth Forecasts for Major Economies

By Rachel Ziemba, Elisa Parisi-Capone, Christian Menegatti, Arpitha Bykere, Bertrand Delgado and Mikka Pineda Jan 21, 2010

Economic Research

China Macro: 5Qs for 2010

By Adam Wolfe and Rachel Ziemba Dec 16, 2009

Economic Research

What is China's Exit Strategy?

By Adam Wolfe and Rachel Ziemba Nov 16, 2009

Economic Research

Are Sovereign Funds Back? A Roundup

By Rachel Ziemba Oct 8, 2009

Economic Research

China Economic Outlook, Q4 2009

By Adam Wolfe, Rachel Ziemba Oct 7, 2009

Economic Research

Global Imbalances Outlook, Q4 2009

By Rachel Ziemba Oct 7, 2009

Economic Research

Commodities Outlook, Q4 2009

By Monika Brown, Mikka Pineda & Rachel Ziemba Oct 7, 2009

Economic Research

The People's Republic Turns 60: A New Era for China?

By Adam Wolfe Sep 30, 2009

Economic Research

Chinese Credit Policy: Is Fine-Tuning Prompting Too Much of a Property Boom?

By Adam Wolfe and Rachel Ziemba Sep 22, 2009

Economic Research

Will China Control the World's Rare Metals?

By Monika Brown Sep 14, 2009

Economic Research

The China Effect

By Rachel Ziemba Aug 25, 2009

Economic Research

What's on the Table at the U.S.-China Strategic and Economic Dialogue (S&ED)?

By Rachel Ziemba and Adam Wolfe Jul 24, 2009

Economic Research

China Economic Outlook, Q3 2009

By Rachel Ziemba Jul 24, 2009

Economic Research

Global Commodities Outlook, Q3 2009

By Mikka Pineda & Rachel Ziemba Jul 24, 2009

Economic Research

Global Imbalances Outlook, Q3 2009

By Rachel Ziemba Jul 24, 2009

Economic Research

East Asian Bank Sector Reform Since 1997

By Mikka Pineda Jul 22, 2009

Economic Research

Chinese Reserves: Boiling Over Again?

By Rachel Ziemba Jul 15, 2009

Economic Research

China's GDP Growth and Electricity Contraction: Not a Contraction After All?

By Adam Wolfe and Rachel Ziemba, with contributions from Italo Lombardi Jul 15, 2009

Economic Research

The Chinese Proposal for a New Global Super Currency

By Nouriel Roubini Jun 26, 2009

Economic Research

BRICs in the Monitor

By RGE Analyst Team Jun 16, 2009

Economic Research

Brazil and China: Moves Towards a New Economic Order?

By Rachel Ziemba May 18, 2009

Economic Research

China's Sluggish Q1 Reserve Growth

By Rachel Ziemba Apr 12, 2009

Economic Research

China's Resource Buys

By Rachel Ziemba Feb 21, 2009

Economic Research

Will China be the First to Recover?

By Rachel Ziemba Feb 17, 2009

Economic Research

Parsing the Chinese Hard Landing

By Rachel Ziemba Jan 25, 2009

Economic Research

The Chinese Devil Wears Prada: Why 0% Growth is the New Size 6.8%

By Nouriel Roubini Jan 22, 2009

Economic Research

More on the Chinese Fiscal Stimulus

By Rachel Ziemba Nov 15, 2008

Economic Research

One Year Later, Still Crunch Time

By Christian Menegatti, Elisa Parisi-Capone and Rachel Ziemba Aug 22, 2008

Economic Research

As 08.08.08 Approaches

By Rachel Ziemba and Kavitha Cherian Aug 7, 2008

Economic Research

Is China Suffering an Olympic Shock?

By Rachel Ziemba Aug 5, 2008

Economic Research

Editor's Pick: Politics Pressuring the Renminbi?

By Rachel Ziemba May 30, 2008

Economic Research

ECB, BoT, BoK, BoE, BoJ; China; Mexico; Iceland

By Christian Menegatti Apr 10, 2008

Economic Research

Editor's Pick: Rising Tigers of the Chinese Banking Sector

By Rachel Ziemba Mar 31, 2008

Economic Research

Still Buying Treasuries

By Rachel Ziemba Mar 17, 2008

Economic Research

Obama Tours Asia with a Full Agenda

By RGE Analysts Nov 18, 2007

Economic Research

Estimating the Currency Composition of China's Reserves

By Brad Setser May 15, 2007

Economic Research

Why China Should Abandon Its Dollar Peg

By Nouriel Roubini Jan 14, 2007

Economic Research

How Will an RMB Revaluation Affect Other Asian Currencies?

By Nouriel Roubini May 3, 2006

EconoMonitors

Asia Channel

'Vulnerable to External Influences' - The Economic State of Australia (Part I)

Satyajit Das Jan 30, 2012

Asia Channel

Building Debt in China

Michael Pettis Jan 24, 2012

Nouriel Roubini's Global EconoMonitor

Nouriel Roubini, Ian Bremmer on Economy, Risks - Bloomberg Video

Nouriel Roubini Jan 20, 2012

Asia Channel

Further Thoughts on Real Estate’s Impact on China GDP

Patrick Chovanec Jan 20, 2012

Asia Channel

China’s 2011 GDP Numbers

Patrick Chovanec Jan 19, 2012

Finance & Markets Channel

No Matter How You Slice It, It Is Good

Anantha Nageswaran Jan 18, 2012

Asia Channel

China Data, Part 2: Slowing Growth

Patrick Chovanec Jan 17, 2012

Asia Channel

How Much of US Consumables Are Made in China?

Barry Ritholtz Jan 17, 2012

Asia Channel

CNBC: Predictions for U.S. and China in 2012

Ann Lee Jan 12, 2012

Geostrategy Channel

Geithner Presses China on Iran

Patrick Chovanec Jan 10, 2012

Geostrategy Channel

If No Trade Reversal Now, Then When?

Michael Pettis Jan 9, 2012

Global Macro Channel

Orthodoxy Has Failed: There Is an Alternative Strategy

Richard Wood Jan 3, 2012

Global Macro Channel

The Road to Redemption

Walter Molano Jan 3, 2012

Asia Channel

China’s Top 10 Business Stories in 2011

Patrick Chovanec Jan 2, 2012

Global Macro Channel

Looking at 2012

Walter Molano Dec 31, 2011

Asia Channel

A Small Proposal to Rebalance the Global Economy: Just Let China Grow

Danny Quah Dec 29, 2011

Last Days of Rome

Japan's Yen for RMB (and vice versa)

Michael Moran Dec 28, 2011

Asia Channel

China Data, Part 1A: More on Property Downturn

Patrick Chovanec Dec 27, 2011

Global Macro Channel

Clash at ERC: The UK and the Eurozone in the Shifting Global Economy

Danny Quah Dec 21, 2011

Nouriel Roubini's Global EconoMonitor

A Plea to Policymakers: We Can’t Risk Another Year of Delay

Nouriel Roubini Dec 20, 2011

Efraim Chalamish's Economic Development and Security Blog

Catching Mice and the Chinese Economy Through Western Eyes

Efraim Chalamish Dec 19, 2011

Asia Channel

China's Real Estate Crash

Patrick Chovanec Dec 19, 2011

Global Macro Channel

2012: The Year of Debt Restructuring

Alessandro Magnoli Bocchi Dec 19, 2011

Asia Channel

China: Hard Landing in Sight?

Patrick Chovanec Dec 18, 2011

Asia Channel

China: Lots of News, Signifying Nothing New

Michael Pettis Dec 18, 2011

Asia Channel

'Are Chinese Trade Flows Different?'

Menzie Chinn Dec 16, 2011

Nouriel Roubini's Global EconoMonitor

Fragile and Unbalanced in 2012

Nouriel Roubini Dec 15, 2011

Asia Channel

China Data, Part 1: Real Estate Downturn

Patrick Chovanec Dec 13, 2011

Dan Alpert's Two Cents

On Sticky Wages and What Happens when Inflation is No Longer an Alternative

Daniel Alpert Dec 13, 2011

Global Macro Channel

Rising Storm Over World Trade: China's 10 Year Anniversary in the WTO

Dan Steinbock Dec 13, 2011

Global Macro Channel

Supply Chains and the Future of Globalization in the Wake of the Tōhoku Earthquake and Tsunami

Menzie Chinn Dec 8, 2011

Global Macro Channel

Stephen Roach on the IMF Bailout, Chinese Banks and US Consumers

Edward Harrison Dec 4, 2011

Asia Channel

How Do We Know that China Is Overinvesting?

Michael Pettis Dec 4, 2011

Asia Channel

Initial Thoughts on PBOC Easing

Patrick Chovanec Dec 1, 2011

Global Macro Channel

Month-End Lipstick Effect

Anantha Nageswaran Nov 30, 2011

Geostrategy Channel

The US 2012 Once-in-a-Century Election: US-China Cooperation or Global Trade Wars?

Dan Steinbock Nov 29, 2011

Global Macro Channel

How Could China and the BRICs Support the Eurozone?

Dan Steinbock Nov 28, 2011

Emerging Markets Channel

Chanos Says China Bank System `Extremely Fragile’

Barry Ritholtz Nov 23, 2011

Global Macro Channel

And the Global Economic Saga Continues

Tim Duy Nov 23, 2011

Europe Channel

Will Greece Unravel by Christmas?

Michael Pettis Nov 22, 2011

Spurious Data

And Now for a Bit on China...

Constance Hunter Nov 21, 2011

Global Macro Channel

The Economy Slows Here and Abroad

Menzie Chinn Nov 18, 2011

Geostrategy Channel

Should We Sell Taiwan?

Patrick Chovanec Nov 14, 2011

RGE Analysts

Without Interest Rate Reform, China Will Not Pull Private Lending Out of the Shadows

Adam Wolfe Nov 11, 2011

Asia Channel

Europe Squabbles, China Frets

Patrick Chovanec Nov 8, 2011

Asia Channel

Chinese Bubble Bursting: A Probable Non-Event

Philip Pilkington Nov 8, 2011

Global Macro Channel

Germany Must Do It, Not China

Michael Pettis Nov 7, 2011

Asia Channel

Déjà Vu All Over Again

Patrick Chovanec Nov 6, 2011

Emerging Markets Channel

Slowing China Won't Rescue the Eurozone

David Smith Nov 6, 2011

Emerging Markets Channel

'Lurking in the Shadows...'

Menzie Chinn Nov 4, 2011

Emerging Markets Channel

Lurking in the Shadows—The Risks from Nonbank Intermediation in China

Nigel Chalk Nov 3, 2011

Emerging Markets Channel

Sixty Percent of China's Rich Want to Leave the Country

Edward Harrison Nov 3, 2011

The Wilder View

Baby Steps

Rebecca Wilder Nov 2, 2011

Global Macro Channel

Expect a Lot More Trade Intervention

Michael Pettis Nov 2, 2011

Asia Channel

China Is No Japan

Alessandro Magnoli Bocchi Nov 2, 2011

Emerging Markets Channel

China PMI Drops to Lowest in 32 Months

Edward Harrison Nov 1, 2011

Peterson Institute for International Economics

The Link Between China’s Property Market and Local Government Finances

Nicholas Borst Oct 31, 2011

Emerging Markets Channel

Europe Looks to China

Patrick Chovanec Oct 30, 2011

Geostrategy Channel

Just Wondering

Anantha Nageswaran Oct 27, 2011

Global Macro Channel

The Dollar and the Renminbi as International Currencies

Menzie Chinn Oct 26, 2011

Nouriel Roubini's Global EconoMonitor

Professor Nouriel Roubini Tips 50pc Chance of Another Recession - Summary of My Speech in Perth

Nouriel Roubini Oct 25, 2011

Nouriel Roubini's Global EconoMonitor

Roubini, Zandi, Ellis and Sanchez on the State of the Global Economy - Latest EconoMonitor Videos

Nouriel Roubini Oct 19, 2011

Asia Channel

China’s Slowdown

Patrick Chovanec Oct 19, 2011

Emerging Markets Channel

China: Lower Interest Rates, Higher Savings?

Michael Pettis Oct 16, 2011

Ed Dolan's Econ Blog

The Senate's Currency Manipulation Bill Is Not Only Bad Policy, but Unnecessary

Ed Dolan Oct 12, 2011

Asia Channel

On China: Global Impact, Domestic Costs, Hard Landing, and the RMB as an International Currency

Menzie Chinn Oct 11, 2011

Asia Channel

Has China Just Hit Stall Speed?

Yves Smith Oct 11, 2011

Global Macro Channel

The World Close to Stall Speed

Menzie Chinn Oct 11, 2011

Emerging Markets Channel

Trust Me

Patrick Chovanec Oct 10, 2011

Geostrategy Channel

Currency Confrontation

Patrick Chovanec Oct 10, 2011

Global Macro Channel

Should the BRICs ‘Save’ the Eurozone?

Dan Steinbock Oct 10, 2011

Global Macro Channel

Economic Dystopia – The "Stick Shaker Moment"

Satyajit Das Oct 9, 2011

Emerging Markets Channel

The Rise of the Renminbi as International Currency: Historical Precedents

Jeffrey Frankel Oct 7, 2011

Peterson Institute for International Economics

The Internal Cost of China’s Currency Policy

Joseph E. Gagnon Oct 6, 2011

Global Macro Channel

BRICS to the Rescue

Michael Pettis Oct 6, 2011

Global Macro Channel

Yuan Appreciation: Do Chinese Trade Flows Behave Differently? (I)

Menzie Chinn Oct 6, 2011

Global Macro Channel

The Fed Drops the Ball

Tim Duy Oct 5, 2011

Global Macro Channel

China Will Retaliate if US Imposes Sanctions

Edward Harrison Oct 3, 2011

Asia Channel

China: Economy on the Edge of a Nervous Breakdown

Patrick Chovanec Oct 3, 2011

Last Days of Rome

Vice Chairman of China's CIC Says It's Become Harder to Defend the U.S. Model

Michael Moran Sep 30, 2011

RGE Analysts

China’s Statistical Failures

Kevin Yan Sep 29, 2011

Last Days of Rome

Taiwan: Time to Deal From a Position of (Relative) Strength

Michael Moran Sep 27, 2011

Nouriel Roubini's Global EconoMonitor

EMERGING MARKETS Interview with Nouriel Roubini - Risk of Depression Is 'Huge'

Nouriel Roubini Sep 26, 2011

RGE Analysts

A Taste for RMB in Africa...

Rachel Ziemba Sep 22, 2011

Asia Channel

Jim Chanos: China Has Tons of Contingent Debt Via State-Owned Enterprises

Edward Harrison Sep 21, 2011

Finance & Markets Channel

Chinese Shunning Trade with French Banks

Edward Harrison Sep 20, 2011

Geostrategy Channel

Can China Rescue Italy?

Patrick Chovanec Sep 18, 2011

Geostrategy Channel

Every Day the New World Emerges, Yet We See it Not. Like today, as Europe Begs China for Loans

Fabius Maximus Sep 15, 2011

Finance & Markets Channel

Understanding Chinese Policymaking - Traders Do Not Think Like Government Officials

Jeffrey Miller Sep 14, 2011

Global Macro Channel

Big in Japan

Michael Pettis Sep 12, 2011

Asia Channel

Darn Them Piggies! Pork Prices & the Inflation Outlook for China

Nigel Chalk Sep 12, 2011

Geostrategy Channel

Will China Become a Superpower?

Fabius Maximus Sep 9, 2011

Emerging Markets Channel

Signs of Continuing China Inflation

Patrick Chovanec Aug 31, 2011

Geostrategy Channel

Some Predictions for the Rest of the Decade

Michael Pettis Aug 28, 2011

Asia Channel

BBC: How Vulnerable Is China?

Patrick Chovanec Aug 26, 2011

Asia Channel

Victor Shih and Carl Walter on China’s Banks

Patrick Chovanec Aug 21, 2011

Asia Channel

Chinese Exports Don't Matter

Bradley Gardner Aug 21, 2011

Emerging Markets Channel

CCTV News: Can China Drive Global Growth?

Patrick Chovanec Aug 18, 2011

Global Macro Channel

Foreign Capital, Go Home!

Michael Pettis Aug 17, 2011

Emerging Markets Channel

China: Turning the Supertanker

Walter Molano Aug 16, 2011

Emerging Markets Channel

The Rise of China's Currency

Mohammad Shahidul Islam Aug 10, 2011

Emerging Markets Channel

Whack-A-Mole in China’s Bubbly Housing Market

Nigel Chalk Aug 10, 2011

RGE Analysts

How Will the Rise of China’s New Regional Economic Centers Affect the 2012 Political Transition?

Kevin Yan Aug 9, 2011

Global Macro Channel

Glass Houses and Other Links

Anantha Nageswaran Aug 8, 2011

Dan Alpert's Two Cents

WHAT A WEEK! Jobs, Macroeconomics, Markets and More

Daniel Alpert Aug 5, 2011

RGE Analysts

China, the West, and the Rebalancing of Global Growth

William Oman Aug 1, 2011

The Wilder View

Global PMIs and Fed Policy: They're Linked

Rebecca Wilder Aug 1, 2011

Global Macro Channel

NPR: Will China Dump U.S. Debt?

Patrick Chovanec Aug 1, 2011

Asia Channel

Propaganda Instructions on Wenzhou Train Crash

Patrick Chovanec Aug 1, 2011

Last Days of Rome

What China Sees In Facebook?

Michael Moran Aug 1, 2011

Asia Channel

China: No Hard Landing, But No Solution

Michael Pettis Aug 1, 2011

Geostrategy Channel

Roach and Roubini: Chinese Have Lost Confidence in America's 'Dysfunctional Economic Stewardship'

Edward Harrison Jul 27, 2011

RGE Analysts

GIC! CIC! SWF Reports Oh My!

Rachel Ziemba Jul 26, 2011

Geostrategy Channel

Is Now the Time to Further U.S.-China Military Ties? Debate...

Joshua Glazer Jul 26, 2011

Asia Channel

China and the Libertarian Argument for Income Taxes

Bradley Gardner Jul 26, 2011

Dan Alpert's Two Cents

The U.S., Europe and China - a summary of my macro views

Daniel Alpert Jul 19, 2011

Last Days of Rome

Sick as a BRIC

Michael Moran Jul 15, 2011

Asia Channel

On the Chinese House-Price Bubble

Christian Dreger & Yanqun Zhang Jul 15, 2011

RGE Analysts

A Relative Decline: Challenging But Not Terminal

David Nowakowski Jul 7, 2011

Asia Channel

China: Incentives and Debt

Michael Pettis Jul 7, 2011

Latin America Channel

Why Can’t Brazil Grow as Fast as China?

Shannon Oneil Jun 30, 2011

Asia Channel

Small Companies Feel the Pain in China

Michael Pettis Jun 29, 2011

Geostrategy Channel

Think Tank: China's Assertiveness Could Lead to Armed Conflict in Asia

Edward Harrison Jun 28, 2011

Asia Channel

China: Over a Long Enough Time Horizon All Economies Collapse

Bradley Gardner Jun 24, 2011

Asia Channel

China's Property Market Is in Rude Health

Bradley Gardner Jun 15, 2011

Asia Channel

Chinese Oil Demand

James Hamilton Jun 13, 2011

Asia Channel

The End of Cheap Goods?

Bradley Gardner Jun 13, 2011

Dan Alpert's Two Cents

The Flight of the Doves: Money, Spending, Employment, Inflation, Disinflation and the Need to Compete in a Changed World

Daniel Alpert Jun 9, 2011

Last Days of Rome

China's Carrier and Other Sources of American Hysteria

Michael Moran Jun 8, 2011

Asia Channel

Will China's Bad Debt Problem Affect Employment?

Edward Harrison Jun 2, 2011

Asia Channel

Trade and the RMB

Michael Pettis Jun 1, 2011

Asia Channel

China: Looking for Debt

Michael Pettis May 26, 2011

Global Macro Channel

When the External Debt Is Not External

Eugenio Diaz-Bonilla May 25, 2011

Asia Channel

China Losing Competitiveness

Edward Harrison May 16, 2011

Asia Channel

China: Rebalancing Through Wage Increases

Michael Pettis May 16, 2011

Geostrategy Channel

Not Pre-Ordained

Anantha Nageswaran May 12, 2011

Asia Channel

China's Currency and Trade Balance: Two Pictures

Menzie Chinn May 11, 2011

Geostrategy Channel

Bad Reasons to Be Having Power Shortages

Bradley Gardner May 10, 2011

Asia Channel

The Lonesome Death of Han Jin

Bradley Gardner May 5, 2011

Global Macro Channel

Is it Time for the U.S. to Disengage the World from the Dollar?

Michael Pettis May 4, 2011

Asia Channel

Cost of Capital in China

Anantha Nageswaran May 2, 2011

Asia Channel

China: The Triple Trillionaire

Anantha Nageswaran Apr 27, 2011

RGE Analysts

Why Truckers Win and Jasmines Lose in China

Adam Wolfe Apr 26, 2011

Emerging Markets Channel

Chinese Inflation and the Impact on the U.S. Economy

Menzie Chinn Apr 21, 2011

Asia Channel

Chinese Recycling and U.S. Interest Rates

Michael Pettis Apr 18, 2011

RGE Analysts

China’s US$3 Trillion problem: One Expensive Peg

Rachel Ziemba Apr 14, 2011

Asia Channel

Monetary Controls and Bank Reform in China

Bradley Gardner Apr 12, 2011

Nouriel Roubini's Global EconoMonitor

China's Unbalanced, Uncoordinated and Unsustainable Growth Model

Nouriel Roubini Apr 12, 2011

Geostrategy Channel

Food Inflation in China Is an Environmental, Not Economic, Problem

Bradley Gardner Apr 11, 2011

Geostrategy Channel

China: Reforming the Banks

Michael Pettis Apr 8, 2011

Geostrategy Channel

RGE's Wednesday Note - Great Speculations: Why China Is So Bubble-Friendly

Adam Wolfe Apr 6, 2011

Global Macro Channel

Renminbi Going Global

Menzie Chinn Mar 24, 2011

Asia Channel

Is Loan Growth in China Slowing?

Michael Pettis Mar 24, 2011

Geostrategy Channel

The Chinese State Takes, But Never Gives

Adam Wolfe Mar 23, 2011

Finance & Markets Channel

The Dollar, the RMB and the Euro

Michael Pettis Mar 14, 2011

Geostrategy Channel

RGE’s Wednesday Note - Jasmine Dreams in China?

Adam Wolfe Mar 9, 2011

Global Macro Channel

‘Exorbitant Privilege’ to Continue

Anantha Nageswaran Mar 8, 2011

Geostrategy Channel

Outward Investment Flows and the Rise of Chinese Foreign Policy

Bradley Gardner Mar 7, 2011

Geostrategy Channel

Just How Rich Is the National People’s Congress?

Adam Wolfe Mar 4, 2011

Asia Channel

Labor Markets: China and America

Bradley Gardner Mar 1, 2011

Emerging Markets Channel

Falling BRICs

Walter Molano Mar 1, 2011

Asia Channel

Zaiteku and China’s January Inflation

Michael Pettis Feb 24, 2011

Geostrategy Channel

China's Inflation Dilemma

David E. Altig Feb 20, 2011

Geostrategy Channel

Tiger Mothers and the History of the Chinese Examination System

Rick Bookstaber Feb 17, 2011

Geostrategy Channel

America Should Let Huawei Invest

Bradley Gardner Feb 17, 2011

Geostrategy Channel

China, Egypt and Democracy

Bradley Gardner Feb 13, 2011

Geostrategy Channel

Chinese Stock Markets and European Politics

Michael Pettis Feb 13, 2011

Geostrategy Channel

Two Pictures Show an Important Difference Between China and America

Fabius Maximus Feb 3, 2011

Geostrategy Channel

Egypt, China and Famine Futures

London Banker Feb 2, 2011

Geostrategy Channel

What If China’s GDP Is Seriously Overstated?

Yves Smith Jan 30, 2011

Asia Channel

How Big Is Chinese GDP?

Michael Pettis Jan 30, 2011

Nouriel Roubini's Global EconoMonitor

Roubini at Davos: G20 Has Become G-Zero

Nouriel Roubini Jan 28, 2011

Asia Channel

The Real Cost of Chinese NPL

Michael Pettis Jan 24, 2011

Global Macro Channel

Inevitable Inflation Fears

Tim Duy Jan 24, 2011

Asia Channel

The Yuan, the Chinese Trade Balance and the US, Again

Menzie Chinn Jan 20, 2011

Asia Channel

Can Asia Remain the World's Locomotive?

David Smith Jan 20, 2011

Geostrategy Channel

What a 'Get Tough with China' Stance Would Really Look Like

Yves Smith Jan 19, 2011

Global Macro Channel

The Pluses and Minuses of Reluctant Consumers

David E. Altig Jan 12, 2011

Geostrategy Channel

The Dollar: Dominant No More?

Barry Eichengreen Jan 12, 2011

Geostrategy Channel

The Wall of Worry for 2011 Is a Big One, as Usual

Richard Smith Dec 28, 2010

Finance & Markets Channel

Petroleum Prices and the International Dimension

Menzie Chinn Dec 28, 2010

Geostrategy Channel

Some Lessons from Recent Global Macro Events

Menzie Chinn Dec 19, 2010

Asia Channel

Chinese Growth in 2011

Michael Pettis Dec 19, 2010

Nouriel Roubini's Global EconoMonitor

Bloomberg Interview - Roubini Says India Growth May Beat China’s in 10 Years

Nouriel Roubini Dec 9, 2010

Asia Channel

Monetary Policy and Chinese Inflation

Bradley Gardner Dec 9, 2010

Asia Channel

China's Problem with Gold

Bradley Gardner Dec 6, 2010

Finance & Markets Channel

Europe and China: Is This Deja Vu All Over Again?

James Hamilton Dec 2, 2010

Asia Channel

Chinese Inflation and European Defaults

Michael Pettis Nov 28, 2010

Geostrategy Channel

That's Not How China Works

Bradley Gardner Nov 23, 2010

Geostrategy Channel

What Happens if Chinese Growth Slows?

Michael Pettis Nov 18, 2010

Geostrategy Channel

G-20 Rumble

Walter Molano Nov 18, 2010

Global Macro Channel

Losing the Battle, Winning the War?

Menzie Chinn Nov 15, 2010

Geostrategy Channel

G20: Profound and Complete Disappointment for the U.S. Treasury

Simon Johnson Nov 14, 2010

Geostrategy Channel

The Failure of the G-20 Summit

Robert Reich Nov 14, 2010

Geostrategy Channel

Why China Will Again Rise to the Top: Their Most Important Advantage over America

Fabius Maximus Nov 11, 2010

Geostrategy Channel

QE2 and the Titanic

Michael Pettis Nov 10, 2010

Asia Channel

China: The 12th Five Year Plan Is Out and About

Bradley Gardner Nov 8, 2010

Geostrategy Channel

Will Trade Action Bring Back American Jobs

Michael Pettis Nov 4, 2010

Geostrategy Channel

Russo-Chinese Relations

Robert M. Cutler Nov 3, 2010

Geostrategy Channel

Is the U.S. Taking Too Much of the Brunt of the Crisis Aftermath?

Yves Smith Nov 3, 2010

Daily Digest

News

China Land Transactions Plunge 63%

CapitalVue  Feb 03, 2012

News

Shale-gas deal sweetens Harper's Beijing trip

Asia Times  Robert M Cutler Feb 04, 2012

Blogs

Merkel No Pushover in Beijing

WSJ - China Real Time  Geoffrey T. Smith, Brian Spegele and Josh Chin Feb 03, 2012

Blogs

Can Affordable Housing Sustain China’s Economic Growth?

Peterson Institute for International Economics  Nicholas Borst Feb 03, 2012

Analysis

One year on, China’s most-hyped tax is still mostly hype

The Economist  Feb 03, 2012

Analysis

What’s in store for China in 2012?

McKinsey & Company  Gordon Orr Feb 2012

News

PetroChina Buys Shell Shale Gas Assets

Rigzone  Yvonne Lee Feb 03, 2012

News

China May Raise Fuel Prices as Crude Gains Trigger NDRC Formula

The Washington Post  Feb 03, 2012

News

China's Once-Hot Property Market Turns Polar

Caixin  Li Shen Feb 02, 2012

News

China quietly shelves new diesel emission standards

The Guardian  Jonathan Watts Feb 02, 2012

Blogs

Carlos Slim gets a taste for dim sum

FT - beyondbrics  Adam Thomson Feb 02, 2012

Blogs

Guest post: Sany-Putzmeister takeover – a sign of Mittelstand deals to come

FT - beyondbrics  Hermann Simon Feb 02, 2012

News

Gov't Deposits in Central Bank Decline

Caixin  Wang Changyong Feb 01, 2012

News

Rein: Why Starbucks Succeeds in China

CNBC  Shaun Rein Feb 01, 2012

News

China Home Prices Fall for 5th Month, SouFun Says

21st Century Business Herald  Feb 01, 2012

Blogs

Wukan Elections the Spark to Set the Prairie Ablaze?

WSJ - China Real Time  Josh Chin Feb 01, 2012

Blogs

China RRR: Wrong focus

FT - beyondbrics  Simon Rabinovitch Feb 01, 2012

Blogs

China’s not so amazing PMIs

FT - Alphaville  Kate Mackenzie Feb 01, 2012

News

Income of Urban and Rural Residents in 2011

National Bureau of Statistics  Jan 30, 2012

Analysis

China: Slight improvement in NBS PMI, no signs of hard landing

Danske Research  Flemming J. Nielsen Feb 01, 2012

Analysis

China: PMI rose to 50.5% in January

Li & Fung  Feb 01, 2012

Blogs

The CIC and Felix Chee

Institutional Investor - Avenue of Giants  Ashby Monk Jan 30, 2012

Blogs

Chinese New Year and the BDI

FT - Alphaville  Izabella Kaminska Jan 31, 2012

News

As Tibetan New Year approaches, China tightens grip

Christian Science Monitor  Peter Ford Jan 31, 2012

Analysis

Rural-urban shifts put China on development alert

China Daily  Jan 31, 2012

News

Spring Festival Housing Sales at their \"Worst\" in Years

21st Century Business Herald  Jan 31, 2012

News

Japan's plan to name Diaoyu islets invalid: China

China Daily  Jan 31, 2012

News

Over Chinese Objections, Vale's Ship Comes In

Caixin  Zhang Boling and Wu Jing Jan 31, 2012

News

China Unveils 2011-2015 Plan For Renewable Energy Sector

Utility Products  Jan 31, 2012

Opinions

China and Iran: Having it both ways

The Economist  Jan 28, 2012

News

China Chides EU Over Iran Ban .

Wall Street Journal  Carlos Tejada Jan 26, 2012

Analysis

Why Beijing-Seoul Ties So Fraught

The Diplomat  Gilbert Rozman Jan 30, 2012

Analysis

China’s Soft-Power Offensive in Taiwan

Project Syndicate  Yuriko Koike Jan 30, 2012

Analysis

China Courts the Middle East

YaleGlobal  Dilip Hiro Jan 30, 2012

Blogs

Davos to China: let’s try again next year

FT - beyondbrics  Jan 30, 2012

News

China fuel prices hit trigger point for a hike

Reuters  Chen Aizhu and Jim Bai Jan 30, 2012

Blogs

Twitter Wins New Fans Over Censorship

WSJ - China Real Time  Josh Chin Jan 30, 2012

Blogs

Shanghai: moving up a league?

FT - beyondbrics  Rob Minto Jan 30, 2012

Blogs

China’s Game-Changing Water Policies

Council on Foreign Relations  Elizabeth C. Economy Jan 30, 2012

Analysis

Rethinking The Oreo For Chinese Consumers

NPR  Robert Smith Jan 30, 2012

Analysis

Unrest in China: A dangerous year

The Economist  Jan 28, 2012

News

28 provinces release 2011 economic data

China Daily  Qiang Xiaoji Jan 30, 2012

News

Call to adjust interest rates

China Economic Net  Jan 30, 2012

News

China rolls out low-cost maglev trains

Xinhua  Jan 30, 2012

News

China Eyed as Next Educational Frontier

Wall Street Journal  Andrew Browne Jan 30, 2012

News

China New Home Loan Growth Slows

CapitalVue  Jan 30, 2012

News

Low-income housing gets 175b yuan loans

China Daily  Jan 30, 2012

Blogs

Why Are the Chinese Buying Record Quantities of Gold?

Forbes  Gordon G. Chang Jan 30, 2012

News

China to make Shanghai global yuan hub by 2015

Reuters  Samuel Shen and Kazunori Takada Jan 30, 2012

News

Zimbabwe: To Yuan or Not to Yuan, That is the Question

Inter Press Service (IPS) Africa  Ignatius Banda Jan 26, 2012

Opinions

Will China help out the West in Sudan?

Asia Times  Peter Lee Jan 27, 2012

Analysis

CNH: RQFII not a substitute for Dim Sum

DBS Group Research  Nathan Chow Jan 27, 2012

Analysis

China's carbon tax is very real

China Dialogue  Yang Fuqiang and Lin Mingche Jan 27, 2012

Blogs

Chinese Housing Market Correction Update

Peterson Institute for International Economics  Nicholas Borst Jan 27, 2012

Blogs

China: digger sales in the ditch

FT - beyondbrics  Robert Cookson Jan 27, 2012

Analysis

China: The paradox of prosperity

The Economist  Jan 27, 2012

News

What Shale Gas In China Means For The United States

China FAQs  Sarah Forbes Jan 26, 2012

Blogs

Frank Holmes Presentation On The China Boom And What It Means For Commodities

Business Insider  Simone Foxman Jan 27, 2012

News

Raw Materials Shock Coming From China?

Asia Sentinel  Jan 27, 2012

Opinions

Eight Areas to Watch in China in the Year of the Dragon

Platts  Calvin Lee Jan 26, 2012

Analysis

Kim Jong-un’s regime: facing up to domestic challenges, China and the US

East Asia Forum  Wei Zhijiang Jan 26, 2012

Analysis

Is the “Beijing Consensus” Now Dominant?

National Bureau of Asian Research  John Williamson Jan 2012

Analysis

China Analysis: Facing the risks of the 'going out strategy'

European Council on Foreign Relations  Jan 26, 2012

Opinions

China’s Connectivity Revolution

Project Syndicate  Stephen S. Roach Jan 26, 2012

Analysis

The Influence and Illusion of China’s New Left

The Washington Quarterly  Charles W. Freeman III and Wen Jin Yuan Winter 2012

Blogs

Chinese Scholars React to the Taiwan Election

China-US Focus  Yan Anlin, Yu Xintian and Hu Lingwei Jan 26, 2012

Blogs

China, Hong Kong and Taiwan: Running Dogs, Democracy, and More

Council on Foreign Relations  Elizabeth C. Economy Jan 25, 2012

Blogs

Chinese Readers Respond to NYT Apple Article

NYT - The Lede  Jan 25, 2012

News

Norway could shut China out of Arctic Council after diplomatic snubs

The Guardian  Jonathan Watts Jan 25, 2012

Blogs

Chinese Traders Poised to Profit From Iran Oil Embargo

WSJ - China Real Time  Gabe Collins and Andrew Erickson Jan 26, 2012

Opinions

CHINA AND THE STATE OF THE UNION

The New Yorker  Evan Osnos Jan 25, 2012

News

China's Hidden Wealth Feeds an Income Gap

New York Times  Didi Kristen Tatlow Jan 25, 2012

Blogs

Chinese lessons in leadership

Al Jazzera  Melissa Chan Jan 24, 2012

Analysis

Protests, Democracy, and Kinship Organizations in China

Social Science Research Council  Macabe Keliher and Hsin-Chao Wu Jan 24, 2012

Blogs

Obama Gives China the Business

NYT - Rendezvous  Jan 25, 2012