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China

Featured Content

China: Energy Sector

Can China Alleviate Natural Gas Shortages?

China: The Renminbi

How Significant Are Chinese Steps Toward Internationalization of the Renminbi?

China: FX Reserves

Will China Keep Buying U.S. Assets?

China: Banking Sector

How Solid Are Chinese Banks?

China: Manufacturing and Industrial Production

China's PMIs Signal a Moderation, Not a Hard Landing

China: Monetary Policy

Will Higher Food Prices Bring Monetary Policy Normalization in China?

Macro View

China: Consumption

Can Chinese Growth Be Driven by Consumption?

Chinese Retail Sales: A Bright Spot in a Slowing Economy?

China : North East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle :

China: Manufacturing and Industrial Production

China's PMIs Signal a Moderation, Not a Hard Landing

Will Efforts to Meet Energy Efficiency Targets Solve China's Overcapacity Problem?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Markets : Growth Outlook and Business Cycle : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

China: Economic Profile

How Much Will Chinese Growth Slow in H2?

China's PMIs Signal a Moderation, Not a Hard Landing

China : North East Asia : Asia/Pacific : Emerging Markets : Macro View : Growth Outlook and Business Cycle : Sectors and Industries :

China: Monetary Policy

Will Higher Food Prices Bring Monetary Policy Normalization in China?

First PBoC Withdrawal in Two Months: What's Up With China's Interbank Market?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Monetary Policy and Inflation : Money Markets :

China: Economic Statistics

China’s Leading Indexes: Pointing to a Slowdown?

Chinese Data Discrepancies Exacerbated During Global Downturn?

China : North East Asia : Asia/Pacific : Emerging Markets : Macro View :

Economics of the Olympics and Other Major Sporting Events

Can Economists Predict the World Cup Winner?

Will the 2010 World Cup Stimulate Growth in South Africa?

Canada : China : North East Asia : South Africa : Asia/Pacific : Latin America : Middle East and Africa : North America : Macro View :

China: Labor Market

How Big a Problem Is Labor Strife in China?

What's Happening to China's Migrant Workers? A New Generation Coming and Going

China : North East Asia : Asia/Pacific : Emerging Markets : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity :

China: FX Reserves

Will China Keep Buying U.S. Assets?

Chinese Reserve Growth Eases as Capital Outflows Balance Trade-Related Inflows

China : North East Asia : Asia/Pacific : Macro View : FX Reserves and Sovereign Wealth :

China: Fiscal Policy

Crouching Local Debts, Hidden Risks: How Exposed Are China's Banks?

How Stable Is China's Fiscal Position?

China : North East Asia : Asia/Pacific : Macro View : Markets : Fiscal Policy : Government Bonds :

China: Property Market

Chinese Property Prices Stable in July: Still at Risk of a Crash?

Chinese Property Regulations: Sticking With Austerity?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential :

China: Social Safety Net

How Will China Finance Its Extended Health-Care Coverage?

Chinese Social Security Fund Seeking Higher Risk

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Development Challenges : Labor Markets and Productivity :

China: Export Sector

Chinese Trade Surplus Widens in July: How Sustainable?

Chinese Reserve Growth Eases as Capital Outflows Balance Trade-Related Inflows

China : North East Asia : Asia/Pacific : Emerging Markets : Macro View : Current Account : External Balance : International Trade and Globalization :

China: Sectors

Chinese Shipbuilders and Shippers Benefiting From Government Support

Chinese Airplane Manufacturing: Poised for Global Competition?

China : North East Asia : Asia/Pacific : Macro View : Sectors and Industries :

China Investment Corporation

What Do We Know About the Strategy of the China Investment Corporation?

SAFE and CIC: How Are China's Foreign Assets Managed?

China : North East Asia : Asia/Pacific : Macro View : Markets : FX Reserves and Sovereign Wealth : Oil and Energy :

China: Trade Politics

Chinese Trade Surplus Widens in July: How Sustainable?

Is the Cost of Doing Business in China Rising for Foreign Companies?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Foreign Policy and Geostrategic Risks : International Trade and Globalization :

China: Current Account

China's Current Account Surplus Jumps 30% in Q2 2010

Foreign Direct Investment Strengthens in China

China : North East Asia : Asia/Pacific : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance :

China: Fiscal Stimulus

Will Efforts to Meet Energy Efficiency Targets Solve China's Overcapacity Problem?

Will China Rebalance its Fading Stimulus?

China : North East Asia : Asia/Pacific : Macro View : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles :

The G20's Role in Economic Policymaking

What Was Accomplished at the G20 Summit in Toronto?

What Does Canada Want From the G8/G20?

Argentina : Australia : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South East Asia : South Korea : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions : International Organizations :

Markets

China: The Renminbi

How Significant Are Chinese Steps Toward Internationalization of the Renminbi?

Renminbi Politics: U.S. Keeps Pressure on RMB

China : Hong Kong and Macau : North East Asia : Asia/Pacific : Emerging Markets : Markets : Currencies :

China: Manufacturing and Industrial Production

China's PMIs Signal a Moderation, Not a Hard Landing

Will Efforts to Meet Energy Efficiency Targets Solve China's Overcapacity Problem?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Markets : Growth Outlook and Business Cycle : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

China: Energy Sector

Can China Alleviate Natural Gas Shortages?

Coal Bed Methane, Other Unconventional Gas and China's Power Needs

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Supply Risks : Natural Gas : Oil : Oil and Energy :

Sino-Russian Relations

Are China and Russia too Competitive to Cooperate?

What's the Significance of the BRIC Meetings?

China : North East Asia : Russia : Russia, CIS and the Caucasus : Asia/Pacific : Emerging Markets : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Oil : Oil and Energy :

China: Fiscal Policy

Crouching Local Debts, Hidden Risks: How Exposed Are China's Banks?

How Stable Is China's Fiscal Position?

China : North East Asia : Asia/Pacific : Macro View : Markets : Fiscal Policy : Government Bonds :

China: Credit Markets

Crouching Local Debts, Hidden Risks: How Exposed Are China's Banks?

Chinese Corporate Bond Market Looks Offshore

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance : Government Bonds : Money Markets :

Emerging Markets: Economic Profile

Will the 2010 World Cup Stimulate Growth in South Africa?

Poland Macro View: Q2 GDP Growth Beats Expectations

Andean : Brazil : China : Colombia : Mexico : North East Asia : Peru : Russia : Russia, CIS and the Caucasus : South Africa : South East Asia : Taiwan : Asia/Pacific : Emerging Markets : Latin America : Middle East and Africa : Markets :

China: Property Market

Chinese Property Prices Stable in July: Still at Risk of a Crash?

Chinese Property Regulations: Sticking With Austerity?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential :

China: Equity Markets

Can Chinese Equities Rally as the Economy Slows?

How Will the Year of the Tiger Affect Global Markets?

China : North East Asia : Asia/Pacific : Emerging Markets : Markets : Equities :

China Investment Corporation

What Do We Know About the Strategy of the China Investment Corporation?

SAFE and CIC: How Are China's Foreign Assets Managed?

China : North East Asia : Asia/Pacific : Macro View : Markets : FX Reserves and Sovereign Wealth : Oil and Energy :

China: Commodity Imports

Is Chinese Commodity Demand Softening?

Rio Tinto Cooperates with China Despite Corruption Trial

China : North East Asia : Asia/Pacific : Markets : Base Metals : Natural Gas : Oil : Oil and Energy : Other Commodities :

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

China: Derivatives Regulation

Will Chinese State-Owned Enterprises Break Their Derivatives Contracts?

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Derivatives : Financial Systems and Regulation :

Coal

Coal: Short-Term Lift from Demand Recovery, Long-Term Downside from Environmentalism?

What are the Contract Prices for Iron Ore and Coal?

China : Latin America : North America : Markets : Oil and Energy :

Finance & Banking

China: Monetary Policy

Will Higher Food Prices Bring Monetary Policy Normalization in China?

First PBoC Withdrawal in Two Months: What's Up With China's Interbank Market?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Monetary Policy and Inflation : Money Markets :

China: Corporate Finance

Chinese Corporate Bond Market Looks Offshore

Private Equity in China: Local Players and Joint Ventures

China : North East Asia : Asia/Pacific : Finance and Banking : Corporate Bonds and Leveraged Loans : Corporate Finance : Hedge Funds and Private Equity :

China: Credit Markets

Crouching Local Debts, Hidden Risks: How Exposed Are China's Banks?

Chinese Corporate Bond Market Looks Offshore

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance : Government Bonds : Money Markets :

China: Property Market

Chinese Property Prices Stable in July: Still at Risk of a Crash?

Chinese Property Regulations: Sticking With Austerity?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Markets : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential :

China: Banking Sector

How Solid Are Chinese Banks?

Chinese Bank Lending Slows: Constraining Growth or Preventing Risks?

China : North East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :

China: Derivatives Regulation

Will Chinese State-Owned Enterprises Break Their Derivatives Contracts?

China : North East Asia : Asia/Pacific : Finance and Banking : Markets : Derivatives : Financial Systems and Regulation :

Hong Kong as China's Financial Center

Is the Outlook Improving for Hong Kong's Banks?

China : Hong Kong and Macau : North East Asia : Asia/Pacific : Finance and Banking :

Geostrategic & Long Term Issues

North Korea: Nuclear Program

Could North-South Korea Tensions Lead to War?

After Cheonan: The End of the Six-Party Talks?

China : Japan : North East Asia : South Korea : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security :

China: Manufacturing and Industrial Production

China's PMIs Signal a Moderation, Not a Hard Landing

Will Efforts to Meet Energy Efficiency Targets Solve China's Overcapacity Problem?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Markets : Growth Outlook and Business Cycle : Natural Gas : Oil : Oil and Energy : Sectors and Industries :

Copenhagen Climate Change Summit and Global Climate Regime

Roadblocks Remain for Climate Financing

Developed Countries Agenda On Climate Change at the Copenhagen Conference

China : North East Asia : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources :

China: Energy Sector

Can China Alleviate Natural Gas Shortages?

Coal Bed Methane, Other Unconventional Gas and China's Power Needs

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Supply Risks : Natural Gas : Oil : Oil and Energy :

Sino-Russian Relations

Are China and Russia too Competitive to Cooperate?

What's the Significance of the BRIC Meetings?

China : North East Asia : Russia : Russia, CIS and the Caucasus : Asia/Pacific : Emerging Markets : Europe : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Oil : Oil and Energy :

China: Domestic Politics

Is China Really Cracking Down on Corruption?

China's Environmental Woes: The Great Leap Backward

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks :

Taiwan: Ties with China

Will New Trade Agreement with China Boost Taiwan's Growth?

Could Taiwan's Opposition Gain From Free-Trade Accord with China?

China : North East Asia : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

China: Labor Market

How Big a Problem Is Labor Strife in China?

What's Happening to China's Migrant Workers? A New Generation Coming and Going

China : North East Asia : Asia/Pacific : Emerging Markets : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity :

China: Foreign Policy

China Worries Japan by Flexing Its Muscles in the Pacific

Will Shanghai Gain from the World Expo?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

Asia's Natural Disaster Preparation

Will China's Emergency Response to Qinghai Quake Be Effective?

Taiwan's President Shuffles Cabinet In the Wake of Typhoon Morakot

China : North East Asia : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources : Diseases and Natural Disasters :

U.S.-China Relations

Will China Keep Buying U.S. Assets?

What Was Gained From the U.S.-China Strategic and Economic Dialogue?

China : North East Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Trade and Globalization :

China: Social Safety Net

How Will China Finance Its Extended Health-Care Coverage?

Chinese Social Security Fund Seeking Higher Risk

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Development Challenges : Labor Markets and Productivity :

Biofuel

Greening Transport: Can Biofuels Challenge U.S. Oil Dependence?

What Is the Current State of the Ethanol Market?

Brazil : China : North East Asia : United States : Asia/Pacific : Latin America : North America : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources :

China: Investment in Africa

Africa: China's New Economic Frontier?

China Aid Policy: Tied to Resources?

China : Sub-Saharan Africa : Middle East and Africa : Geostrategic and Long Term Issues : Development Challenges : Foreign Policy and Geostrategic Risks : International Trade and Globalization : Oil : Oil and Energy :

China: Defense and Security Policy

Shanghai Cooperation Organization Rules Out Membership for Iran

China Worries Japan by Flexing Its Muscles in the Pacific

China : North East Asia : Pacific : South Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

China: Trade Politics

Chinese Trade Surplus Widens in July: How Sustainable?

Is the Cost of Doing Business in China Rising for Foreign Companies?

China : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View : Foreign Policy and Geostrategic Risks : International Trade and Globalization :

China: Ethnic and Territorial Disputes

Can China Win Tibetan Loyalties with New Policies?

Xinjiang: Can New Policies Assuage Ethnic Tensions?

China : North East Asia : South East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks :

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

Developing Countries and Climate Change

China's Environmental Woes: The Great Leap Backward

Brazil and Climate Change

China : India : North East Asia : South Asia : Asia/Pacific : Latin America : Middle East and Africa : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources :

The G20's Role in Economic Policymaking

What Was Accomplished at the G20 Summit in Toronto?

What Does Canada Want From the G8/G20?

Argentina : Australia : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South East Asia : South Korea : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions : International Organizations :

Sino-Japanese Relations

China Worries Japan by Flexing Its Muscles in the Pacific

Will China Save Japan or Seize Economic Leadership of Asia?

China : Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

Shanghai Cooperation Organization

Shanghai Cooperation Organization Rules Out Membership for Iran

Central Asia and the Caucasus : China : North East Asia : Russia : Russia, CIS and the Caucasus : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : International Organizations : Terrorism, Civil Strife and Security :

China and India: Technological Change

Will Improving Global Conditions Revive India's IT Sector?

Are China and India Helping Asia Move Up the Technology Ladder?

China : India : Asia/Pacific : Geostrategic and Long Term Issues :

Food Supply

Russian Wheat Crisis a Rising Risk for Inflation in Africa

Chinese Drought Threatening Food Supply?

China : North East Asia : Sub-Saharan Africa : Advanced Economies : Asia/Pacific : Emerging Markets : Frontier Markets : Middle East and Africa : Geostrategic and Long Term Issues : Climate Change and Natural Resources :

U.S.-China Strategic and Economic Dialogue

What Was Gained From the U.S.-China Strategic and Economic Dialogue?

Are U.S.-China Trade Tensions Worsening in 2010?

China : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

The Asia-Pacific Strategic Balance

China Worries Japan by Flexing Its Muscles in the Pacific

Could North-South Korea Tensions Lead to War?

Australia : China : Japan : North East Asia : Pacific : South Asia : South Korea : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks :

APEC's Growing Profile

APEC's November Meeting Pushes for Regional Integration and Rebalancing

The APEC Summit: Are Bilateral Trade Arrangements the New Trend?

Andean : Australia : Canada : Chile : China : Hong Kong and Macau : Indonesia : Japan : Malaysia : Mexico : North East Asia : Pacific : Peru : Philippines : Singapore : South East Asia : South Korea : Thailand : Vietnam, Cambodia and Laos : Asia/Pacific : Geostrategic and Long Term Issues : IMF and International Economic Institutions : International Organizations :

Key Indicators

National Accounts
 Real Gross Domestic Product - Y/Y % Change
 (%, NSA)
7.9,8.9,10.7,11.9,11.1 11.1
China Foreign Trade
 Trade Balance of Goods
 (Mil. USD, NSA)
7612.2,-7235.99,1680,19530,20021.85 20,021.85
Consumer Price Index
 Total
 (Y/Y % Change, NSA)
2.7,2.4,2.8,3.1,2.9 2.9
Retail Sales
 Total Retail Sales of Consumer Goods - YoY growth
 (Percent, NSA)
17.9,18,18.5,18.7,18.3 18.3
Urban Fixed Asset Investment
 Total
 (Y/Y % Change, Year to Date, NSA)
26.6,26.4,26.1,25.9,25.5 25.5
Industrial production
 Year on year growth - Total
 (%,NSA)
12.8,18.1,17.8,16.5,13.7 13.7
data by Moody's

RGE's Q3 2010 China Outlook

RGE slightly lowered its forecast for 2010 to 10% growth and raised its estimate for 2011 to 8.3%, partially due to a revision of the 2009 growth rate to 9.1%. Consumer inflation has been rather modest so far in 2010, and we previously lowered our forecast to an average 3.2% for the year, but we maintain the view that the People’s Bank of China (PBoC) is behind the curve on monetary tightening. Consumption (including government purchases) and investment will each contribute about half of China’s growth in 2010, with net exports providing a minor drag. On a quarterly basis, China’s growth will decelerate from 11.9% y/y in Q1 to about 9% y/y in Q4 2010. The sluggish recovery in advanced economies will keep global demand for Chinese products weak, and Chinese consumers are not yet able to offset the global consumption gap.

Read the Q3 2010 China Outlook.

RGE Analysis

CHINA MONTHLY

Wen Ex Machina

By Adam Wolfe and Rachel Ziemba Sep 1, 2010

CROSS ASSET MONTHLY

Credit: Who Gets Their Pound of Flesh?

David Nowakowski Aug 31, 2010

CROSS ASSET MONTHLY

Commodities: No Pain, No Grain

Shelley Goldberg Aug 31, 2010

CROSS ASSET MONTHLY

Currencies: The End of Exuberance

Natalia Gurushina Aug 31, 2010

CROSS ASSET MONTHLY

Fixed Income: Unconventional Policies Create Uncertainty

Arun Motianey Aug 31, 2010

CROSS ASSET MONTHLY

Equities: Über Competitive Germany

Gina Sanchez Aug 31, 2010

CROSS ASSET MONTHLY

Financial Institutions: Cracks in the EZ Façade

Jennifer Kapila Aug 31, 2010

RGE STRATEGY VIEW

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

By David Nowakowski and Natalia Gurushina Aug 25, 2010

New Kids on the Block: Commodities Investment Soars in Southeast Asia's Smallest Economies

By Michael Sieburg Aug 24, 2010

RGE STRATEGY VIEW

Renewable Energy: Investor Dreams and Sector Realities

By Shelley Goldberg Aug 19, 2010

China Focus: Inflation, Trade Tensions Heat Up

By Adam Wolfe and Rachel Ziemba Aug 6, 2010

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

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

Q3 2010 Geostrategy Note: Nascent Nukes, Portly PIIGS and the Taliban

By Michael Moran Aug 4, 2010

Beware! Here Be UDICs: Demystifying China's Local Government Debts

By Adam Wolfe Aug 2, 2010

RGE STRATEGY VIEW

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

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

RGE STRATEGY VIEW

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

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

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

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

China Focus: Treading Water or Drowning?

By Adam Wolfe and Rachel Ziemba Jul 7, 2010

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

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

Chinese Investment: The Slow Grind Ahead

By Adam Wolfe Jun 23, 2010

RGE STRATEGY VIEW

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

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

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

By Arpitha Bykere and Mikka Pineda Jun 17, 2010

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 2010

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

With Arnab Das and Rachel Ziemba Jun 8, 2010

China Focus: Moderating Inflation to Defer Tightening

By Adam Wolfe and Rachel Ziemba Jun 3, 2010

Asia Week Ahead: Signs of Easing Growth Challenge Monetary Policy

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

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

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

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

By Adam Wolfe and Rachel Ziemba May 17, 2010

China Focus: Rate Hikes Off for Another Month?

By Adam Wolfe and Rachel Ziemba May 5, 2010

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 Focus: Growth Peaks in Q1

By Adam Wolfe and Rachel Ziemba Apr 2, 2010

In China, Politics Trump Monetary Policy

By Adam Wolfe Mar 31, 2010

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

By Nouriel Roubini Mar 24, 2010

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

By Rachel Ziemba and Adam Wolfe Mar 16, 2010

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda Mar 15, 2010

China: What to Expect from the February Data

By Adam Wolfe and Rachel Ziemba Mar 9, 2010

Who Will Buy the U.S. Treasurys?

By Rachel Ziemba Mar 9, 2010

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

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

By Adam Wolfe and Rachel Ziemba Jan 25, 2010

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

China Macro: 5Qs for 2010

By Adam Wolfe and Rachel Ziemba Dec 16, 2009

What is China's Exit Strategy?

Adam Wolfe and Rachel Ziemba Nov 16, 2009

Chinese Monetary Policy: Little Effect on Overcapacities, and Risks of Blowing a Property Bubble

Adam Wolfe and Rachel Ziemba Oct 21, 2009

Are Sovereign Funds Back? A Roundup

Rachel Ziemba Oct 8, 2009

CNBC Squawk Box Interviews with RGE's Rachel Ziemba, Jim Rogers and others Discussing China at 60

Rachel Ziemba Oct 7, 2009

China Economic Outlook, Q4 2009

Adam Wolfe, Rachel Ziemba Oct 7, 2009

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 7, 2009

Commodities Outlook, Q4 2009

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

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

Adam Wolfe Sep 30, 2009

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

Adam Wolfe and Rachel Ziemba Sep 22, 2009

Will China Control the World's Rare Metals?

Monika Brown Sep 14, 2009

The China Effect

Rachel Ziemba Aug 25, 2009

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

Rachel Ziemba and Adam Wolfe Jul 24, 2009

China Economic Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

Global Commodities Outlook, Q3 2009

Mikka Pineda & Rachel Ziemba Jul 24, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

East Asian Bank Sector Reform Since 1997

Mikka Pineda Jul 22, 2009

Chinese Reserves: Boiling Over Again?

Rachel Ziemba Jul 15, 2009

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

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

The Chinese Proposal for a New Global Super Currency

Nouriel Roubini Jun 26, 2009

BRICs in the Monitor

RGE Analyst Team Jun 16, 2009

Brazil and China: Moves Towards a New Economic Order?

Rachel Ziemba May 18, 2009

China's Sluggish Q1 Reserve Growth

Rachel Ziemba Apr 12, 2009

China's Resource Buys

Rachel Ziemba Feb 21, 2009

Will China be the First to Recover?

Rachel Ziemba Feb 17, 2009

Parsing the Chinese Hard Landing

Rachel Ziemba Jan 25, 2009

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

Nouriel Roubini Jan 22, 2009

More on the Chinese Fiscal Stimulus

Rachel Ziemba Nov 15, 2008

The Rising Risk of a Hard Landing in China: The Two Engines of Global Growth – U.S. and China – are Now Stalling

Nouriel Roubini Nov 4, 2008

One Year Later, Still Crunch Time

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

As 08.08.08 Approaches

Rachel Ziemba and Kavitha Cherian Aug 7, 2008

Is China Suffering an Olympic Shock?

Rachel Ziemba Aug 5, 2008

Editor's Pick: Politics Pressuring the Renminbi?

Rachel Ziemba May 30, 2008

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

Christian Menegatti Apr 10, 2008

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

Rachel Ziemba Mar 31, 2008

Still Buying Treasuries

Rachel Ziemba Mar 17, 2008

Obama Tours Asia with a Full Agenda

RGE Analysts Nov 18, 2007

Responses to Sovereign Wealth Funds: Are 'Draconian' Measures on the Way?

Rachel Ziemba Nov 15, 2007

Asia is Learning the Wrong Lessons From its 1997-1998 Financial Crisis: The Rising Risks of a New and Different Type of Financial Crisis in Asia

Nouriel Roubini May 31, 2007

Estimating the Currency Composition of China's Reserves

Brad Setser May 15, 2007

Why China Should Abandon Its Dollar Peg

Nouriel Roubini Jan 14, 2007

How Will an RMB Revaluation Affect Other Asian Currencies?

Nouriel Roubini May 3, 2006

The Chinese Conundrum: External Financial Strength, Domestic Financial Weakness

Brad Setser Apr 15, 2006

EconoMonitors

Asia EconoMonitor

China Auto Sales: WTF?

Adam Wolfe Sep 2, 2010

Emerging Markets Monitor

BRIC Justice

Walter Molano Sep 1, 2010

Emerging Markets Monitor

Foot Massage in a Turkish Bath

Emre Deliveli Sep 1, 2010

Emerging Markets Monitor

Window on the World

Walter Molano Aug 31, 2010

Emerging Markets Monitor

Have We Underestimated Chinese Consumption?

Michael Pettis Aug 30, 2010

Global Macro EconoMonitor

Michael Pettis on the High Odds of Trade War

Yves Smith Aug 23, 2010

Nouriel Roubini's EconoMonitor

Nouriel Roubini RADIOLIVE Interview on the New Normal and Lessons Learned

Nouriel Roubini Aug 19, 2010

Global Macro EconoMonitor

The Truth About China as #2

Robert Reich Aug 17, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Most Asian Stocks Fall on Declines in Japanese Growth

Ibrahim Gassambe Aug 16, 2010

Emerging Markets Monitor

More Signs of (Probably Futile) Labor Pushback in China

Yves Smith Aug 16, 2010

Peterson Institute for International Economics Monitor

Lessons from China’s Housing Bubble

Nicholas R. Lardy and Steve Weisman Aug 12, 2010

Nouriel Roubini's EconoMonitor

Nouriel Roubini Tea with The Economist Video on U.S. and Global Economy Outlook

Nouriel Roubini Aug 11, 2010

Emerging Markets Monitor

Chinese Consumption and the Japanese “Sorpasso”

Michael Pettis Aug 11, 2010

Emerging Markets Monitor

Widening Chinese Trade Surplus Increases Pressure to Intervene

Yves Smith Aug 10, 2010

Emerging Markets Monitor

Andy Xie on China's Empty Apartments

Yves Smith Aug 4, 2010

Emerging Markets Monitor

Does Shanghai Have a Future?

Bradley Gardner Aug 3, 2010

Emerging Markets Monitor

More Incoherent Remarks From China on Its Dollar Holdings

Yves Smith Aug 3, 2010

Global Macro EconoMonitor

Is There a Global Economic Slowdown in the Works?

Edward Hugh Jul 14, 2010

Emerging Markets Monitor

The Capital Tsunami Is a Bigger Threat Than the Nuclear Option

Michael Pettis Jul 14, 2010

Asia EconoMonitor

Asia Market Snapshot: Asian Stocks Fall as China Reaffirms Limiting Property Market Speculation

Ibrahim Gassambe Jul 13, 2010

Nouriel Roubini's EconoMonitor

Sagging Global Growth Requires Us to Act

Nouriel Roubini Jul 12, 2010

Emerging Markets Monitor

Window of Opportunity for South Asia

Mohammad Shahidul Islam Jul 12, 2010

Asia EconoMonitor

Continuing the Momentum—Asia’s Updated Economic Outlook

Anoop Singh Jul 12, 2010

US EconoMonitor

The Vanishing American Consumer and the Coming Trade War

Robert Reich Jul 9, 2010

Finance & Markets Monitor

State Banking, Globally

Simon Johnson Jul 8, 2010

Peterson Institute for International Economics Monitor

Chinomics: Yes, China Does Need that Infrastructure

Nicholas Lardy Jul 8, 2010

Emerging Markets Monitor

Quelle Surprise! China Decides Not to Use Nuclear Option on Itself

Yves Smith Jul 8, 2010

RGE Analysts' EconoMonitor

RGE's Arnab Das on CNBC: Is the U.S. or Europe Winning the Recovery Race?

Arnab Das Jul 7, 2010

Global Macro EconoMonitor

What Do Banking Crises Have to Do with Consumption?

Michael Pettis Jul 6, 2010

Asia EconoMonitor

Suing in China Gets an Ambiguous Boost

Bradley Gardner Jul 5, 2010

Asia EconoMonitor

Why Did Beijing Shut Down Shanghai’s Plan for a Property Tax?

Adam Wolfe Jul 2, 2010

Emerging Markets Monitor

US-China Pressure May Escalate Sooner Rather Than Later

Yves Smith Jul 1, 2010

Global Macro EconoMonitor

The G20's China Bet

Simon Johnson Jul 1, 2010

Asia EconoMonitor

China and the Alternatives to Oil

Bradley Gardner Jun 30, 2010

RGE Analysts' EconoMonitor

A Fuss Over Chinese Leading Indicators?

Rachel Ziemba Jun 29, 2010

Emerging Markets Monitor

The RMB Has Moved, Now How About Those Other Things

Bradley Gardner Jun 29, 2010

RGE Analysts' EconoMonitor

A Chat With Michael Pettis

Adam Wolfe Jun 28, 2010

Peterson Institute for International Economics Monitor

New Imbalances Will Threaten Global Recovery

C. Fred Bergsten Jun 28, 2010

Peterson Institute for International Economics Monitor

The G-20 and "Chermany"

Arvind Subramanian Jun 28, 2010

US EconoMonitor

More on Competitive Currency Devaluations

Edward Harrison Jun 24, 2010

Emerging Markets Monitor

Interpreting China's FX Regime Change

Nouriel Roubini Jun 23, 2010

Emerging Markets Monitor

China, Day One

Tim Duy Jun 22, 2010

Emerging Markets Monitor

Why China’s Currency Announcement Is Hokum

Robert Reich Jun 21, 2010

Emerging Markets Monitor

On China and the Yuan

Daniel Alpert Jun 21, 2010

Global Macro EconoMonitor

When Should Fiscal Tightening Begin?

Barry Ritholtz Jun 21, 2010

Emerging Markets Monitor

China Moves. Or Not.

Tim Duy Jun 21, 2010

Emerging Markets Monitor

China’s Renminbi Announcement: A Big Headfake

Yves Smith Jun 20, 2010

Nouriel Roubini's EconoMonitor

How to Avoid a Double-Dip Global Recession

Nouriel Roubini Jun 16, 2010

Global Macro EconoMonitor

Bringing China into the International System

Bradley Gardner Jun 16, 2010

Global Macro EconoMonitor

China: Where's the Inflation?

Michael Pettis Jun 16, 2010

Emerging Markets Monitor

China’s Coming Boost to the Rural Sector

Bradley Gardner Jun 14, 2010

Global Macro EconoMonitor

I Understand Why Asia's Worried About Europe

Rebecca Wilder Jun 14, 2010

Global Macro EconoMonitor

China's Not the Answer for the Eurozone

Rebecca Wilder Jun 10, 2010

Global Macro EconoMonitor

A Good Crisis, Wasted

Tim Duy Jun 7, 2010

Finance & Markets Monitor

The Shanghai Market Isn’t Really Predicting Anything

Michael Pettis Jun 3, 2010

Asia EconoMonitor

What’s the Significance of the Recent Labor Strife in China?

Adam Wolfe Jun 1, 2010

Asia EconoMonitor

China’s Labor Situation Is Changing, Not for the Worse

Bradley Gardner Jun 1, 2010

Emerging Markets Monitor

Chinese Monetary Official: Housing Risk Greater than in US, UK Pre-Crisis

Yves Smith Jun 1, 2010

Asia EconoMonitor

Beijing's 'Own Goal'

Michael Moran May 25, 2010

Global Macro EconoMonitor

More on the European Impact

Tim Duy May 24, 2010

Asia EconoMonitor

China: Time to Admit To, Then Douse, Our Inflation Fire

Edward Harrison May 20, 2010

Asia EconoMonitor

Don’t Misread the Trade Implications of the Euro Crisis for China

Michael Pettis May 19, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note: Currency Considerations at the U.S.-China Summit

Adam Wolfe and Rachel Ziemba May 19, 2010

Asia EconoMonitor

Asia: The Challenge of Capital Inflows

Anoop Singh May 18, 2010

RGE Analysts' EconoMonitor

Roubini on White Swans

Joshua Glazer May 14, 2010

Emerging Markets Monitor

Beijing’s Stop-and-Go Measures

Michael Pettis May 13, 2010

Asia EconoMonitor

Relations of Two Koreas Are Sinking with the Sunken Warship, What Next?

Hyungyu Kim May 12, 2010

RGE Analysts' EconoMonitor

A Mixed Picture from China’s Data Dump, but Still Not Tightening

Adam Wolfe May 12, 2010

Global Macro EconoMonitor

Are you ready for the United States of Germany?

Michael Pettis May 10, 2010

Emerging Markets Monitor

The RMB and the Magic of Accounting Identities

Michael Pettis May 3, 2010

Peterson Institute for International Economics Monitor

Facing Up to China's Currency

Nicholas R. Lardy and Steve Weisman Apr 29, 2010

Asia EconoMonitor

Asia: Leading the Global Recovery

Anoop Singh Apr 29, 2010

Asia EconoMonitor

China Can Avoid Becoming Japan

Models & Agents Apr 26, 2010

RGE Analysts' EconoMonitor

The IMF on Imbalances: Back to Business as Usual?

Rachel Ziemba Apr 23, 2010

Peterson Institute for International Economics Monitor

Renminbi Undervaluation: Any Way You Look at It

Arvind Subramanian Apr 22, 2010

Peterson Institute for International Economics Monitor

How Quickly Will China Move?

C. Fred Bergsten Apr 22, 2010

Nouriel Roubini's EconoMonitor

A Global Tsunami

Nouriel Roubini, Camilla Webster and Shai Baitel Apr 22, 2010

Global Macro EconoMonitor

Chinese Savings and the Wealth Effect

Michael Pettis Apr 20, 2010

Asia EconoMonitor

PBoC Might Guide Interbank Rates Up, Still Not Tightening

Adam Wolfe Apr 19, 2010

Emerging Markets Monitor

China's Recent Trade Deficit: Is What You Yuan What You're Gonna Get?

Edward Hugh Apr 19, 2010

Global Macro EconoMonitor

The Aftermath of the Kyrgyz Revolution - The Lesser Players

John Daly Apr 15, 2010

Nouriel Roubini's EconoMonitor

Roubini on AEI Panel - The Deflating Bubble, Part VII: Is It Over?

Nouriel Roubini Apr 14, 2010

RGE Analysts' EconoMonitor

Is Chinese Property Overheating or Cooling Off?

Adam Wolfe Apr 14, 2010

US EconoMonitor

Trade War with China Would Be Costly, Unnecessary

Leif Rosenberger Apr 14, 2010

Emerging Markets Monitor

Asia in the New Decade

Mohammad Shahidul Islam Apr 12, 2010

RGE Analysts' EconoMonitor

Unpacking China's Trade Deficit

Rachel Ziemba Apr 12, 2010

Asia EconoMonitor

Who Will Pay for China’s Bad Loans?

Michael Pettis Apr 8, 2010

Global Macro EconoMonitor

Where Is a Spectacular Implosion Most Likely?

Barry Ritholtz Apr 8, 2010

Emerging Markets Monitor

India, China, and V vs. U

Nouriel Roubini Apr 7, 2010

Emerging Markets Monitor

A Reply to My Critics on Local Debt

Victor Shih Apr 7, 2010

Nouriel Roubini's EconoMonitor

Politics Slow Monetary Tightening in China

Nouriel Roubini Apr 6, 2010

US EconoMonitor

5 Points

Macro Man Apr 5, 2010

US EconoMonitor

Alan Greenspan Keeps on Saying He Did Not Do It…

Eugenio Diaz-Bonilla Apr 4, 2010

Emerging Markets Monitor

How Will U.S. Savings Rate Rise if You Don’t Penalize Consumption?

Michael Pettis Apr 4, 2010

Nouriel Roubini's EconoMonitor

Roubini Discusses Exit Strategies and Growth in Emerging Markets

Nouriel Roubini Apr 2, 2010

Nouriel Roubini's EconoMonitor

Shaking Hands with the Premier of China

Nouriel Roubini Apr 2, 2010

RGE Analysts' EconoMonitor

China-U.S. Tensions: What, Me Worry?

Adam Wolfe Apr 1, 2010

Emerging Markets Monitor

China’s Debt Bubble: When Will the Ponzi Unravel?

Yves Smith Apr 1, 2010

Emerging Markets Monitor

To Catch China, India Needs Human and Physical Capital, Says Dr. Roubini

Nouriel Roubini Mar 31, 2010

Asia EconoMonitor

RGE's Wednesday Note - The Perils of Name-Calling

Nouriel Roubini Mar 31, 2010

Asia EconoMonitor

Be Careful of Bilateral Trade Numbers

Michael Pettis Mar 29, 2010

Nouriel Roubini's EconoMonitor

Roubini Debate with Goldman's Jim O'Neill on the FT from Villa d'Este, Italy

Nouriel Roubini Mar 27, 2010

Peterson Institute for International Economics Monitor

Correcting the Chinese Exchange Rate: An Action Plan

C. Fred Bergsten Mar 25, 2010

Nouriel Roubini's EconoMonitor

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

Nouriel Roubini Mar 24, 2010

Emerging Markets Monitor

Flexible Exchange Rates and the Domestic Savings Rate

Antonio Carlos Lemgruber Mar 23, 2010

Asia EconoMonitor

More Asian Geese Ready to Fly

Anoop Singh Mar 23, 2010

Emerging Markets Monitor

China's Got Options

Rebecca Wilder Mar 23, 2010

Global Macro EconoMonitor

Ludicrous Claims About the Renminbi

Models & Agents Mar 22, 2010

Emerging Markets Monitor

This Is the Problem with China’s Currency Peg

Edward Harrison Mar 19, 2010

Emerging Markets Monitor

China’s Exporters Hanging by a Thread?

Yves Smith Mar 19, 2010

Global Macro EconoMonitor

RMB Politics Boiling Over

Rachel Ziemba Mar 18, 2010

Global Macro EconoMonitor

Martin Wolf: China, Germany Commiting World to Deflation

Yves Smith Mar 17, 2010

Global Macro EconoMonitor

Can External Pressure Precipitate Change in a Command Economy Like China?

Edward Harrison Mar 17, 2010

Emerging Markets Monitor

How Will an RMB Revaluation Affect China, the US, and the World?

Michael Pettis Mar 17, 2010

RGE Analysts' EconoMonitor

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

Adam Wolfe and Rachel Ziemba Mar 17, 2010

Emerging Markets Monitor

The Currency Play - Act 1, Scene I

Rebecca Wilder Mar 16, 2010

Asia EconoMonitor

Fox Business Interview with RGE's Rachel Ziemba Discussing China's Bubbles

Rachel Ziemba Mar 15, 2010

Peterson Institute for International Economics Monitor

China’s Dollar Leverage Is an Exaggerated Threat

Steve Weisman and Joseph E. Gagnon Mar 15, 2010

RGE Analysts' EconoMonitor

Still Buying Treasurys…

Rachel Ziemba Mar 15, 2010

Emerging Markets Monitor

China's Reserves - What Are They Good For - Not As Much As You Think

China Economist Mar 9, 2010

Nouriel Roubini's EconoMonitor

Bloomberg Reports Roubini Says Cautious China to Limit Yuan Gain to 4%

Nouriel Roubini Mar 8, 2010

Global Macro EconoMonitor

2010: BRICs, PIIGS and the G-5 Countries

Antonio Carlos Lemgruber Mar 7, 2010

Emerging Markets Monitor

Stuck in Neutral – What Japan’s Rebalancing Can Teach Us

Michael Pettis Mar 4, 2010

Asia EconoMonitor

What’s on the Agenda at China’s National People’s Congress?

Adam Wolfe Mar 3, 2010

Nouriel Roubini's EconoMonitor

RGE’s Wednesday Note: Still No Tightening in China

Adam Wolfe and Rachel Ziemba Feb 24, 2010

Emerging Markets Monitor

What the PBoC Cannot Do with Its Reserves

Michael Pettis Feb 22, 2010

Emerging Markets Monitor

Stopping the Leakages in China

Models & Agents Feb 22, 2010

US EconoMonitor

Foreign Holdings of U.S. Treasuries: Was It Really That Bad? No.

Rebecca Wilder Feb 17, 2010

Global Macro EconoMonitor

Unwinding Global Imbalances

Yves Smith Feb 17, 2010

Asia EconoMonitor

Rising Wages in China are a Good Thing

Michael Pettis Feb 16, 2010

Emerging Markets Monitor

China, China, China!

Rebecca Wilder Feb 16, 2010

Emerging Markets Monitor

Emerging Market Bubbles are Essential for Global Stabilization

Arun Motianey Feb 16, 2010

RGE Analysts' EconoMonitor

Will the Year of the Tiger Drive Markets?

Rachel Ziemba Feb 15, 2010

Nouriel Roubini's EconoMonitor

Roubini CNBC Squawk Box Interviews and Report on Sovereign Debt and Global Growth

Nouriel Roubini Feb 13, 2010

Emerging Markets Monitor

Looming Problem of Local Debt in China-- 1.6 Trillion Dollars and Rising

Victor Shih Feb 10, 2010

Nouriel Roubini's EconoMonitor

RGE's Wednesday Note - Global Trade in Recovery Mode

Arpitha Bykere Feb 10, 2010

Emerging Markets Monitor

I have to Side with China on this One

Rebecca Wilder Feb 8, 2010

RGE Analysts' EconoMonitor

A Glimpse Inside the CIC’s Portfolio

Rachel Ziemba Feb 7, 2010

Emerging Markets Monitor

Chanos: “We’re Not Calling for an Impending Crash of China”

Edward Harrison Feb 4, 2010

Emerging Markets Monitor

Never Short a Country with $2Trillion in Reserves?

Michael Pettis Feb 3, 2010

Global Macro EconoMonitor

Despite Strong GDP Growth Energy Prices Sink Lower

Darrell Delamaide Feb 1, 2010

RGE Analysts' EconoMonitor

Bremmer-Roubini 2010 Global Forecast

Nouriel Roubini Jan 28, 2010

RGE Analysts' EconoMonitor

Could the Next Credit Crisis Start in Shanghai?

Adam Wolfe Jan 28, 2010

Emerging Markets Monitor

The Myth of China's Blithe Consensus

Michael Pettis Jan 26, 2010

Peterson Institute for International Economics Monitor

Does Russia Belong in the BRICs?

Anders Aslund Jan 25, 2010

Global Macro EconoMonitor

Botox Cures – Part 1

Satyajit Das Jan 25, 2010

Nouriel Roubini's EconoMonitor

Roubini Bloomberg Video and Report from the Asian Financial Forum in Hong Kong

Nouriel Roubini Jan 22, 2010

Emerging Markets Monitor

Good Numbers? Or Bad Numbers?

Michael Pettis Jan 21, 2010

Emerging Markets Monitor

Manipulation or Recovery

China Economist Jan 20, 2010

Nouriel Roubini's EconoMonitor

The Risky Rich

Nouriel Roubini Jan 18, 2010

RGE Analysts' EconoMonitor

China’s Reserves: The Challenges of US$2.4 Trillion

Rachel Ziemba Jan 15, 2010

US EconoMonitor

It's Not about Interest Rates Yet

Tim Duy Jan 15, 2010

Peterson Institute for International Economics Monitor

A Growing US-China Rift

Nicholas R. Lardy and Steve Weisman Jan 14, 2010

RGE Analysts' EconoMonitor

Risk of a Chinese Bust?

Rachel Ziemba Jan 14, 2010

Emerging Markets Monitor

In Praise of Roads

Walter Molano Jan 14, 2010

RGE Analysts' EconoMonitor

Nigeria’s Presidency: Fallout Scenarios from Yar’Adua Health Scare?

Lee Hudson Teslik Jan 13, 2010

Emerging Markets Monitor

China's Trade Balance Points to Inflation

Rebecca Wilder Jan 11, 2010

Emerging Markets Monitor

East vs. West

Walter Molano Jan 11, 2010

Emerging Markets Monitor

Everyone Wants to Talk about Currencies

Michael Pettis Jan 11, 2010

Asia EconoMonitor

The Chinese Bubble Economy

Edward Harrison Jan 11, 2010

Emerging Markets Monitor

Two BRICs: India vs. Brazil

Rebecca Wilder Jan 10, 2010

Global Macro EconoMonitor

The Myth of Nabucco: Greed, Delusion, and Geopolitics

John Daly Jan 7, 2010

RGE Analysts' EconoMonitor

Could Capital Inflows to EM be Slowing?

Rachel Ziemba and Christian Menegatti Jan 5, 2010

Europe EconoMonitor

A Decade to Tip the World to the East

David Smith Jan 5, 2010

US EconoMonitor

Out of the Gate with a Bang

Tim Duy Jan 5, 2010

Emerging Markets Monitor

China and Metal - Playing the Long Game

China Economist Jan 4, 2010

Emerging Markets Monitor

Inflation in China

James Hamilton Jan 4, 2010

Global Macro EconoMonitor

Asia Tells the West to Get Off its High Horse

Edward Harrison Jan 4, 2010

Emerging Markets Monitor

China New Year, and One More Vote for GDP-Adjusted Bonds

Michael Pettis Jan 4, 2010

RGE Analysts' EconoMonitor

Canadian Housing Worries?

Rachel Ziemba Dec 30, 2009

Emerging Markets Monitor

Is China Going off the Rails?

China Economist Dec 29, 2009

Global Macro EconoMonitor

The Prospects for Global Imbalances: A View from the IMF

Menzie Chinn Dec 28, 2009

Emerging Markets Monitor

The Pace of Change

Michael Pettis Dec 28, 2009

Emerging Markets Monitor

China Secures Gas Supply From Turkmenistan: Who’s the True Winner?

Philip H. de Leon Dec 23, 2009

US EconoMonitor

Gravity will Drag the $U.S.

Rebecca Wilder Dec 23, 2009

RGE Analysts' EconoMonitor

Collateral Damage

Nouriel Roubini and Arpitha Bykere Dec 23, 2009

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Energy Insecurity in 2010 and Beyond?

Rachel Ziemba Dec 23, 2009

Emerging Markets Monitor

More Evidence of Froth in China's Housing Market

Yves Smith Dec 22, 2009

RGE Analysts' EconoMonitor

China’s Globetrotting Xi

Adam Wolfe Dec 21, 2009

Global Macro EconoMonitor

Economy Slowly Improving but Risks Posed by Weak Employment and Tight Credit Remain

John Graham and Kate O'Sullivan Dec 18, 2009

Emerging Markets Monitor

China Bank Fraud Shock - Not

China Economist Dec 16, 2009

Asia EconoMonitor

Is Urban Migration the Solution to China’s Problems?

Michael Pettis Dec 15, 2009

Emerging Markets Monitor

The Difficult Arithmetic of Chinese Consumption

Michael Pettis Dec 7, 2009

Global Macro EconoMonitor

Savings Gluts and Bubbles

Mark Thoma Dec 4, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 3 - How Long Can China Go On?

Satyajit Das Dec 3, 2009

Emerging Markets Monitor

What’s on the Agenda at China’s Central Economic Work Conference?

Adam Wolfe Dec 2, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 2 - Rescuing the Dragon

Satyajit Das Dec 2, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 1 - The Basis of China's Growth

Satyajit Das Dec 1, 2009

Emerging Markets Monitor

Repairing China’s Financial System

Michael Pettis Nov 30, 2009

Emerging Markets Monitor

More on China's Faux GDP Data

Barry Ritholtz Nov 20, 2009

Emerging Markets Monitor

Property: The Bubble that Keeps on Inflating

China Economist Nov 19, 2009

Emerging Markets Monitor

Pictures of Pollution in China

China Economist Nov 18, 2009

Emerging Markets Monitor

Lecturing Each Other on Trade

Michael Pettis Nov 18, 2009

RGE Analysts' EconoMonitor

Obama Tours Asia with a Full Agenda

RGE Analyst Team Nov 18, 2009

Emerging Markets Monitor

China and the American Jobs Machine

Mark Thoma Nov 17, 2009

Emerging Markets Monitor

China Lambastes Dollar “Carry Trade,” Diverting Attention from Its Currency Manipulation

Yves Smith Nov 16, 2009

Global Macro EconoMonitor

Who’s Afraid of a Falling Dollar?

Simon Johnson Nov 16, 2009

RGE Analysts' EconoMonitor

What is China's Exit Strategy?

Adam Wolfe and Rachel Ziemba Nov 16, 2009

Emerging Markets Monitor

China Slams U.S. for Inflating Global Asset Prices Via Carry Trade

Edward Harrison Nov 15, 2009

US EconoMonitor

If the Fed is Looking to Inflate Away Problems, What Should Asia Do?

Edward Harrison Nov 11, 2009

Daily Digest

News

EU Business Group Warns China Operating Environment Worsens

iMarket News  Sep 02, 2010

Analysis

DBS Daily Breakfast Spread September 2

DBS Group Research  Sep 02, 2010

News

China's High-Stakes Race for PE 'Crown Jewel'

Caixin  Sep 02, 2010

News

Corn imports increase 56 times in quantity in first seven months

People's Daily  Sep 02, 2010

Analysis

China Monthly: Wen Ex Machina

RGE  Adam Wolfe and Rachel Ziemba Sep 01, 2010

Blogs

First steps toward political reform

China Media Project  David Bandurski Aug 31, 2010

Blogs

Morgan Stanley’s Chinese irony

FT Alphaville  Sep 01, 2010

News

Vietnam attracts Chinese investors for S Asian market

China Daily  Sep 01, 2010

News

US says to drop China currency probe

China Daily  Sep 01, 2010

Analysis

Distribution in China: A Perspective from Leading Retailers

Li & Fung  Aug 23, 2010

Analysis

China’s Economic Transformation—Exacerbating Tensions or Strengthening Partnerships?

Carnegie Endowment for International Peace  Yukon Huang Aug 31, 2010

Analysis

Chinese PMI hit three-month high in August, as both output and new business returned to growth

HSBC and Markit  Sep 01, 2010

Analysis

Chinese PMI rebounded to 51.7% in August

Li and Fung  Sep 01, 2010

Opinions

China's rising bank debt could leave nation exposed

Telegraph  Ambrose Evans-Pritchard Aug 30, 2010

Opinions

Is Low-Wage China Disappearing?

Project Syndicate  Fan Gang Aug 30, 2010

Analysis

China Property: Further pick-up in property sales in August

UOB Kay Hian  Aug 31, 2010

Analysis

Rivalry Grows Between China's Top Leaders

Asia Sentinel  Willy Lam Aug 30, 2010

Analysis

ANALYSIS-North Korea's "family firm" sidles up to China

Reuters  Aug 31, 2010

Blogs

Discovering China’s State-Led Economy, Years Late

Heritage Foundation  Derek Scissors Aug 31, 2010

News

More trade union heads to face election

China Daily  Aug 31, 2010

Opinions

China's overseas resource investments: Minmetals a model for China's leaders

Sydney Morning Herald  John Garnaut Aug 31, 2010

News

High-speed railways in south China to exceed 5,000 km by 2012

Xinhua  Aug 31, 2010

News

Backlash over China curb on metal exports

Telegraph  Ambrose Evans-Pritchard Aug 30, 2010

News

Results highlight risks for China’s banks

Financial Times  Jamil Anderlini Aug 30, 2010

Analysis

Geely Reportedly Setting Plans In Motion for Volvo in China

IHS Global Insight  Aug 31, 2010

News

Yuan Deposits in Hong Kong Climb 15.6% to Record in July as Market Opens

Bloomberg  Aug 31, 2010

News

Chinese Cities Vying for Foreign PE Funds

Caixin  Aug 30, 2010

Analysis

China's Economy: High Altitude, Low Visibility

Caixin  Andy Xie Aug 30, 2010

Blogs

Shining Light On China’s ‘Gray Income’

WSJ China Real Time Report  Aug 30, 2010

Analysis

The Next President of China

The Atlantic  Damien Ma Aug 30, 2010

News

Russia opens China pipeline for Siberian oil

Financial Times  Isabel Gorst Aug 29, 2010

Blogs

China's Economy: Reversing reform

The Economist  Aug 30, 2010

Analysis

Toll Roads in China: Speeding Up Growth

Thomas White  Aug 2010

News

North Korea Confirms Kim's Visit to China, Hopes for Nuclear Arms Talks

Bloomberg  Aug 30, 2010

Analysis

Asia Weekly Watch: Asian growth remains healthy, albeit at a slowing pace

BBVA  Stephen Schwartz et al Aug 30, 2010

News

China's Wen says Japanese companies' wages too low

Associated Press  Aug 29, 2010

News

China's Party Newspaper Calls For 2H Policy Stability

iMarket News  Aug 30, 2010

Opinions

Don’t blame it on the government

Bank of China  Xiao Gang Aug 26, 2010

Analysis

Prime Minister Putin Opens Russian Section of Crude Oil Pipeline Spur to China

Global Insight  Aug 30, 2010

Blogs

Was Essay a Bank Chief’s Plea for Reform?

WSJ China Real Time Report  Aug 30, 2010

News

U.S. Likely to Find China Subsidized Aluminum

Wall Street Journal  Aug 30, 2010

Analysis

China: CBM Will Make Up One-third of Unconventional Gas Supply by 2030 and Account for 14% of Total Domestic Supply, Despite Slow Production Growth

Wood MacKenzie  Aug 24, 2010

Analysis

Asia Weekly Watch: China takes another step towards internationalization of its currency (II) | Australia’s elections result in a hung parliament | Southeast Asian 2Q GDP growth is slowing, but still well above trend

BBVA Research  Aug 30, 2010

News

Rising China Wages Cut Advantage Over Mexico, Flextronics Says

Bloomberg  Frederik Balfour and Tim Culpan Aug 30, 2010

News

China Eases Forex Controls on Earnings by Exporters

Wall Street Journal  Andrew Batson and Aaron Back Aug 27, 2010

News

China Fortifies State Businesses to Fuel Growth

New York Times  Michael Wines Aug 30, 2010

Blogs

The trouble with the China model for Vietnam

The Call, Eurasia Group  Ian Bremmer Aug 26, 2010

Blogs

The Revaluation That Wasn’t

WSJ Real Time Economics  Bob David Aug 23, 2010

Blogs

China’s Overseas Shopping List

Managing the Dragon  Jack Perkowski Aug 27, 2010

Blogs

Winners and Losers in China’s Passenger Car Market

Managing the Dragon  Jack Perkowski Aug 24, 2010

Blogs

Is China Selling Down its US Treasury Holdings? The View from Zhang Ming

China Translated  Aug 17, 2010

Analysis

The World’s Worst Traffic

Foreign Policy  Aug 24, 2010

Analysis

China beyond the Turning Point

IFPRI  Ayala Wineman Aug 25, 2010

News

China’s fertiliser needs in view

Financial Times  Leslie Hook Aug 24, 2010

Blogs

A Potash warning: Sinofert is ‘very concerned’

FT Alphaville  Aug 26, 2010

Analysis

U.S. Agriculture Exports To China Surge

Oxford Analytica  Aug 27, 2010

Analysis

End to Ban on BSNL Procuring Equipment from Chinese Vendors

Global Insight  Aug 20, 2010

News

China’s Rapid Growth Often Leads to Problems Down the Road

New York Times  Michael Wines Aug 28, 2010

Analysis

Despite policy reforms, industrial land conversions continue to eat away at China’s agricultural sector

China Economic Review  Aug 2010

News

What's China's Real Inflation Rate?

Bloomberg BusinessWeek  Aug 27, 2010

Analysis

Russia: Increasing share of Russia’s imports coming from China; Public-sector economy records surplus in the first half; China: State remains top source for bank capital; Uncertainty over trends in housing prices; China’s oil imports expected to grow

Bank of Finland  Aug 27, 2010

Analysis

The Dangers of Germany's Dependence on China

Spiegel online  Aug 27, 2010

News

Chinese vice premier cancels Manila visit

News Break  Aug 27, 2010

Analysis

Analysis: China Pushes Social Housing as Econ, Social Fix

iMarket News  Aug 27, 2010

Analysis

PetroChina Posts H1 Profit Rise, Vows Continued Global Expansion

Global Insight  Aug 27, 2010

Blogs

China: Limits to the Banking Shell Game

WSJ China Real Time Report  Aug 27, 2010

News

China To Allow Companies To Keep Export Revenue Overseas

iMarket News  Aug 27, 2010

News

China's Banks Face Hangover as Lending Slows

Wall Street Journal  Andrew Batson Aug 27, 2010

Analysis

China's medium-term inflation outlook

DBS Group Research  Chris Leung Aug 27, 2010

News

China gains ground in battle over Ghana's offshore oil

Christian Science Monitor  Aug 26, 2010

News

Did North Korea's Kim Jong-il take heir-apparent son on surprise China visit?

Christian Science Monitor  Aug 26, 2010

Analysis

China's traffic jam was inevitable

The Economist  Aug 26, 2010

News

Talking about reform in China: Change you can believe in?

The Economist  Aug 26, 2010

Opinions

The Strife of the Party

Wall Street Journal  Bruce Gilley Aug 26, 2010

News

Chinese premier stresses merger and acquisition of coal mine industry

Xinhua  Aug 26, 2010

Blogs

Tracking “political reform” in China

China Media Project  Aug 25, 2010

Analysis

Securities, Schools and China Competitiveness

Caixin  Aug 26, 2010

Blogs

Jam yesterday, jam tomorrow

The Economist  Aug 26, 2010

News

China’s small towns are big money for PCs

Financial Times  Aug 26, 2010

News

Chinese drivers blame economy for gridlock

Financial Times  Aug 26, 2010

Analysis

New Report Finds Progress and Challenges in Chinese Resettlement Project

International Rivers  Aug 26, 2010

News

Kim Jong Il Makes Surprise China Trip as Carter Visits North Korea

Bloomberg  Aug 26, 2010

News

ICBC Second-Quarter Profit Rises 38% on Loan Margins

Bloomberg  Aug 26, 2010

News

Bank of China's Profit Rises 27% to $7.6 Billion as Loan Demand Increases

Bloomberg  Aug 26, 2010

News

Official China Data Masks Surge in Housing, Food Prices

Bloomberg  Aug 26, 2010

Opinions

Beijing has no desire to bust the property bubble

China Economic Review  Leo Zhang Aug 24, 2010

Opinions

Long march to renminbi convertibility

Financial Times  David Pilling Aug 25, 2010

News

China Inflation Data Second-Guessed as Housing Prices Rise

Bloomberg  Aug 26, 2010

Opinions

China Faces a Difficult Economic Transition

Carnegie Endowment for International Peace  Michael Pettis Aug 25, 2010

Analysis

China and India: Those two big outliers; Why have China and India been able to grow so quickly?

VoxEU  Utsav Kumar, Jesus Felipe and Arnelyn Abdon Aug 26, 2010

News

$357m spent on fighting flood, drought this year

China Daily  Aug 25, 2010

Blogs

China Traffic Jam: An Expert on What It All Means

Wall Street Journal  Aug 25, 2010

News

Manila Response Shows Pressure on Beijing

Wall Street Journal  Jason Dean Aug 25, 2010

Blogs

'Great Chinese interest in NZ property'

Interest.co.nz  Bernard Hickey Aug 24, 2010

Analysis

World counts on Chinese consumers to spend more, but new survey suggests they will remain cautious

Economist Intelligence Unit  Aug 25, 2010

RGE Global Outlook Update


Table of Contents


Economic Outlooks:
 Global | U.S. | Japan
China | Eurozone
Germany | France | UK
India | Brazil


Global Issues
Growth & CPI | Commodities

Top 10 Most Read

1. Executive Summary: States of Flux: Stay Risk Averse
2. Approaching a Dangerous Stall Speed
3. The Big Picture: It Will Get Worse Before it Gets Better
4. U.S. Industrial Production Rises; Mixed Signals From Regional Surveys
5. Power Shortages Plague MENA
6. Wen Ex Machina
7. China's PMIs Signal a Moderation, Not a Hard Landing
8. Commodities: No Pain, No Grain
9. U.S. Home Prices: Any Signs of an Impending Double Dip?
10. Australian GDP Growth: Still Going Strong in 2010

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