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China

Macro View

Markets

Finance & Banking

Geostrategic & Long Term Issues

Key Indicators

National Accounts
Real Gross Domestic Product - Y/Y % Change
(%, NSA)
6.8,6.1,7.9,8.9,10.7 10.7
China Foreign Trade
Trade Balance of Goods
(Mil. USD, NSA)
23980,19093,18430,14206,7612.2 7,612.2
Consumer Price Index
Total
(Y/Y % Change, NSA)
-0.5,0.6,1.9,1.5,2.7 2.7
Retail Sales
Total Retail Sales of Consumer Goods - YoY growth
(Percent, NSA)
16.2,15.8,17.5,-9999.99,17.9 17.9
Urban Fixed Asset Investment
Total
(Y/Y % Change, Year to Date, NSA)
33.1,32.1,30.5,-9999.99,26.6 26.6
Industrial production
Year on year growth - Total
(%,NSA)
16.1,19.2,18.5,12.8,12.8 12.8
data by Moody's

RGE's Q1 2010 China Outlook

Aggressive fiscal stimulus and an ultra-loose monetary policy helped to boost China’s, and Asia’s, growth in 2009, but as RGE has noted in past outlooks, these policies bring significant risks for 2010. Industrial production, electricity demand, exports and other key economic data show that China has bounced back strongly from the trough of Q1 2009, but this was largely due to government-linked investment and monetary stimulus that seems to be feeding asset bubbles. As Chinese policymakers have repeatedly warned, China’s economy remains unbalanced; it will have to become less reliant on investment in 2010 if it is to continue growing at its recent rate. Consumption’s share of GDP is expected to rise slightly in 2010, but this mostly reflects a further shrinking of net exports’ share, not an acceleration of private consumption. The transition to a more domestic-driven growth trajectory will be a long-term project for China. Still, RGE has raised its growth forecast for China to 9.5% in 2010 on the basis of stronger than expected external demand...

Read the Q1 2010 China Outlook.

RGE Analysis

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 09, 2010

Who Will Buy the U.S. Treasurys?

By Rachel Ziemba Mar 09, 2010

China: No Exit

By Adam Wolfe Feb 19, 2010

China: Q1 2010 Outlook

By Rachel Ziemba and Adam Wolfe Feb 09, 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

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 07, 2009

China Economic Outlook, Q4 2009

Adam Wolfe, Rachel Ziemba Oct 07, 2009

Commodities Outlook, Q4 2009

Monika Brown, Mikka Pineda & Rachel Ziemba Oct 07, 2009

The China Effect

Rachel Ziemba Aug 25, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

Global Commodities Outlook, Q3 2009

Mikka Pineda & Rachel Ziemba Jul 24, 2009

China Economic Outlook, Q3 2009

Rachel Ziemba Jul 24, 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

Chinese Reserves: Boiling Over Again?

Rachel Ziemba Jul 15, 2009

BRICs in the Monitor

RGE Analyst Team Jun 16, 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

More on the Chinese Fiscal Stimulus

Rachel Ziemba Nov 15, 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 07, 2008

Is China Suffering an Olympic Shock?

Rachel Ziemba Aug 05, 2008

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

Christian Menegatti Apr 10, 2008

Still Buying Treasuries

Rachel Ziemba Mar 17, 2008

Obama Tours Asia with a Full Agenda

RGE Analysts Nov 18, 2007

Why China Should Abandon Its Dollar Peg

Nouriel Roubini Jan 14, 2007

EconoMonitors

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

Emerging Markets Monitor

The IMF on Asia's Recovery and its Sustainability

Claus Vistesen Nov 9, 2009

Emerging Markets Monitor

Asia's Corporate Saving Mystery

Anoop Singh Nov 9, 2009

Emerging Markets Monitor

What Rebalancing of Chinese and American Consumption?

Michael Pettis Nov 5, 2009

Emerging Markets Monitor

Chinese Railways and Speculating Pig Farmers

Michael Pettis Oct 26, 2009

Global Macro EconoMonitor

The Dragon in the Alphabet Soup

Rumi Malott Morales Oct 26, 2009

Peterson Institute for International Economics Monitor

A US-China Trade Blowout Over Tires

Nicholas R. Lardy and Steve Weisman Oct 22, 2009

Emerging Markets Monitor

Who Believes China’s ‘Bernie Madoff’ Data?

Barry Ritholtz Oct 22, 2009

Emerging Markets Monitor

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

Adam Wolfe and Rachel Ziemba Oct 21, 2009

Emerging Markets Monitor

China’s September Data Suggest that the Long-Term Overcapacity Problem is only Intensifying

Michael Pettis Oct 21, 2009

Global Macro EconoMonitor

Cognitive Dissonance and Global Macroeconomics

James Kwak Oct 19, 2009

Peterson Institute for International Economics Monitor

The United States–China Economic Relationship and the Strategic and Economic Dialogue

C. Fred Bergsten Oct 16, 2009

Emerging Markets Monitor

US Angling to get Chinese to Revalue Renminbi

Edward Harrison Oct 16, 2009

Emerging Markets Monitor

Currency Depreciation and Global Imbalances

Michael Pettis Oct 12, 2009

RGE Analysts' EconoMonitor

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

Rachel Ziemba Oct 7, 2009

Emerging Markets Monitor

Overcapacity to be Curbed

China Economist Oct 6, 2009

Emerging Markets Monitor

The IMF Warns about Surplus Countries and Global Imbalances

Michael Pettis Oct 6, 2009

Emerging Markets Monitor

More Trade Tensions, and the Very Limited Advantage of Relative Poverty

Michael Pettis Oct 1, 2009

Asia EconoMonitor

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

Adam Wolfe Sep 30, 2009

Emerging Markets Monitor

How Should China Finance the Growth of its Housing Market?: Europe’s Experience with Covered Bonds

Alicia Garcia Herrero Sep 29, 2009

Emerging Markets Monitor

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

Adam Wolfe and Rachel Ziemba Sep 29, 2009

Asia EconoMonitor

SEAsia: Turning a Corner or Turning Away?

Rumi Malott Morales Sep 24, 2009

Emerging Markets Monitor

The Coming Clash in Savings

Michael Pettis Sep 22, 2009

US EconoMonitor

On the G20 Agenda

Tim Duy Sep 22, 2009

RGE Analysts' EconoMonitor

The July TIC Data: In for the Long Term?

Rachel Ziemba Sep 16, 2009

Emerging Markets Monitor

China’s Retail Sales Growth Figures are not Consumption Growth Figures

Michael Pettis Sep 16, 2009

Emerging Markets Monitor

China’s August Data Confirms both Optimists and Pessimists

Michael Pettis Sep 16, 2009

US EconoMonitor

Tariffs: Other Industries May Line Up for Sanctions Against China

Edward Harrison Sep 15, 2009

RGE Analysts' EconoMonitor

What do Istithmar’s Troubles Signal for other Sovereign Investors?

Rachel Ziemba Sep 14, 2009

Emerging Markets Monitor

Will China Control the World’s Rare Metals?

Monika Brown Sep 14, 2009

Finance & Markets Monitor

Goldman Sachs vs. Chinese Banks

Ann Lee Sep 11, 2009

Peterson Institute for International Economics Monitor

America Cannot Resolve Global Imbalances on Its Own

C. Fred Bergsten and Arvind Subramanian Sep 9, 2009

Emerging Markets Monitor

How China Cooks its Books

Yves Smith Sep 8, 2009

Emerging Markets Monitor

The Shanghai Market Calls the Tune

Michael Pettis Sep 8, 2009

Global Macro EconoMonitor

Gold Passes $1,000

Barry Ritholtz Sep 8, 2009

Emerging Markets Monitor

China to Diversify out of U.S. Dollars

Edward Harrison Sep 6, 2009

Nouriel Roubini's EconoMonitor

CNBC Fast Money Roubini Interview

Nouriel Roubini Sep 2, 2009

Emerging Markets Monitor

Shanghai Cracks

Prieur du Plessis Sep 1, 2009

Nouriel Roubini's EconoMonitor

Ian Bremmer and Nouriel Roubini: Don’t Expect the U.S. and China to Form a ‘Strategic Alliance’ Anytime Soon - WSJ.com

Nouriel Roubini Sep 1, 2009

Emerging Markets Monitor

It’s Not Yet the End of China’s Massive Stimulus

Michael Pettis Aug 31, 2009

Emerging Markets Monitor

The Credibility of Farmers, Priests and Prostitutes – and Bankers?

Michael Pettis Aug 27, 2009

Emerging Markets Monitor

China Cutting Overcapacity

Edward Harrison Aug 27, 2009

Asia EconoMonitor

The China Effect

Rachel Ziemba Aug 26, 2009

Emerging Markets Monitor

China Cuts Holding of U.S. Treasury Securities

Edward Harrison Aug 19, 2009

Emerging Markets Monitor

A Revolution is Not a Dinner Party. Thoughts about the Future of China

Fabius Maximus Aug 19, 2009

Emerging Markets Monitor

Beijing Car Sales Tick to 1,200/Day

Paul Kedrosky Aug 17, 2009

US EconoMonitor

Leading Indicators: Key Economies and the BRICs

Menzie Chinn Aug 17, 2009

US EconoMonitor

Weak Consumer Spending Will Last for Years

Edward Harrison Aug 17, 2009

Emerging Markets Monitor

China Rising, Rent-Seeking Version

Simon Johnson Aug 12, 2009

Emerging Markets Monitor

What Should have been Discussed During the SED Meetings (Part 2)

Michael Pettis Aug 12, 2009

Peterson Institute for International Economics Monitor

China’s Undervalued Currency

Nicholas R. Lardy and Steve Weisman Aug 11, 2009

Emerging Markets Monitor

What Should Have Been Discussed During the SED Meetings (Part 1)

Michael Pettis Aug 10, 2009

Emerging Markets Monitor

Will China Collapse?

Fabius Maximus Aug 7, 2009

Daily Digest

News

Rio, Chinalco agree on African joint venture

ABC News  Michael Janda Mar 19, 2010

Blogs

PetroChina builds LNG import terminals without the gas

FT Energy Source  Mar 18, 2010

Analysis

International Investment of China in Post-crisis Era

Development Research Center of the State Council  Zhang Xiaoji Zhang Qi Lv Gang Xu Hongqiang Mar 1, 2010

Analysis

Global Economic Imbalance, Structural Transformation of the Chinese Economy and International Cooperation

National University of Singapore  Zheng Yongnian Mar 18, 2010

Analysis

China and the World Economy: Beyond the Crisis

Peterson Institute for International Economics  Fred Bergsten Mar 1, 2010

Analysis

China’s International Trade in Post-crisis Era

Development Research Center of the State Council  Zhang Xiaoji Ly Gang Mar 1, 2010

Analysis

China’s Fiscal Policies during the Post-Crisis Era

China Development  Liu Wei and Jia Kang Mar 1, 2010

Analysis

Asia's Food Crisis Driving Broader Trade Shifts

World Politics Review  Saurav Jha Mar 18, 2010

News

China’s exports powerhouse lifts wages

Financial Times  Mar 18, 2010

Blogs

US administration versus China

Financial Times Gapper Blog  Louise Lucas Mar 18, 2010

Opinions

China's property bubble is worse than it looks

FT  Takatoshi Ito Mar 18, 2010

Analysis

China’s Exit Strategies: Effects on Korea and China’s Economies

Samsung Economic Research Institute (Free Registration Required)  Om Jung-Myung Mar 18, 2010

Analysis

Asia: are central banks behind the curve?

DBS  David Carbon Mar 18, 2010

Blogs

Why I Am an Export Pessimist

Seeking Alpha  Mar 16, 2010

Analysis

US/China: What Else Can they Do?

Bank of New York Mellon  Neil Mellor Mar 17, 2010

Opinions

5 Reasons Why Russia Isn’t China

The Moscow Times  Yevgeny Bazhanov Mar 15, 2010

Blogs

There’s oil in them thar wealth funds

Reuters Blog  Jan 15, 2010

Analysis

Rio Tinto / Chinalco

Financial Times  Mar 16, 2010

Analysis

The Keys to the Kingdom: Unlocking China's Consumer Power

Boston Consulting Group  Mar 19, 2010

News

Goldman Sachs Says Buy ‘Overvalued’ BRIC Currencies

Bloomberg  Michael Patterson Mar 17, 2010

Blogs

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

RGE Emerging Markets EconoMonitor  Michael Pettis Mar 17, 2010

News

Goldman Says Buy ‘Overvalued’ BRIC Nation Currencies

Bloomberg  Michael Patterson Mar 17, 2010

Opinions

A stable yuan/dollar exchange rate forever?

East Asia Forum  Ronald I. McKinnon Mar 17, 2010

Opinions

Southeast Asia Is Becoming China’s Commodities Trading Partner of Choice

Seeking Alpha  Dave Forest Mar 17, 2010

News

China’s Silicon Valley?

Plus 8 Star  Feb 1, 2010

Analysis

China economy: Balancing act

EIU  Mar 17, 2010

Analysis

China Quarterly Outlook March 2010

World Bank  Mar 17, 2010

Analysis

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

RGE  Adam Wolfe and Rachel Ziemba Mar 16, 2010

Blogs

Capital Export, Elasticity Pessimism, and the Renminbi

Conscience of a Liberal  Paul Krugman Mar 16, 2010

Opinions

China and Germany unite to impose global deflation

Financial Times  Martin Wolf Mar 16, 2010

Blogs

Can China become the engine for world economic growth? Take 2

World Bank Prospects for Development  Hans Timmer Mar 10, 2010

Opinions

Bubble or not, China’s rise is real

Financial Times (subscription)  Gideon Rachman Mar 16, 2010

Analysis

China's tightening progressing faster than expected

Woori Investment  June Park et al Mar 16, 2010

Opinions

The valuation of China’s currency – Special editorial

East Asia Forum  Peter Drysdale Mar 16, 2010

News

Northeast Asia May Get Above-Average Rainfall in Monsoon Season

Bloomberg  Yu-huay Sun Mar 16, 2010

Analysis

Measures Of Inflation For India And China

Haver Analytics  Louise Curley Mar 15, 2010

Blogs

Reform of U.S. Export Controls May Be Coming

China- U.S. Trade Law  John J. Burke Mar 11, 2010

Analysis

National Renewables Mandate Could Help Make U.S. Competitive with China

Solve Climate  Stacy Feldman Feb 5, 2010

Analysis

China’s Domestic Solar Market: Time to Wake Up

Greentech Media  Eric Wesoff Jan 13, 2010

News

China to develop new energy source - combustible ice

Energy Bulletin  Wang Aihua et al Mar 14, 2010

Opinions

Peak oil review - Mar 15

Energy Bulletin  Tom Whipple Mar 15, 2010

News

Morgan Stanley Trades First India-China Iron-Ore FFA

Bloomberg  Alistair Holloway Mar 15, 2010

Blogs

China’s Miracle Demystified

World Bank  Justin Yifu Lin Mar 15, 2010

Blogs

On China's Golden Plans

All About Alpha  Przemyslaw Radomski Mar 15, 2010

Analysis

Asia Weekly Observatory

BBVA  Ramón de la Rocha and Ricard Torne Mar 15, 2010

News

Britain warns China against protectionism

Telegraph  Malcolm Moore Mar 15, 2010

Research

The difficulties of the Chinese and Indian exchange rate regimes

The Europeam Journal of Comparative Economics  Mar 15, 2010

News

China state fund open to shorting stocks-fund manager

Reuters  Kevin Plumberg Mar 15, 2010

Opinions

Kim Jong-il’s visit to China: What should we expect?

East Asia Forum  Jonas Parello-Plesner Mar 14, 2010

News

Taking On China

New York Times  Paul Krugman Mar 14, 2010

Opinions

Is China's Politburo spoiling for a showdown with America?

Telegraph  Ambrose Evans-Pritchard Mar 14, 2010

News

Latest Gathering Sees Lively Debate

Wall Street Journal  Shai Oster and Sky Canaves Mar 14, 2010

News

China Uses Rules on Global Trade to Its Advantage

New York Times  Keith Bradsher Mar 14, 2010

News

CNOOC to pay $3.1bn for Argentine stake

Financial Times  Mar 14, 2010

News

Arms purchases fuel fears of clashes

Financial Times  Kathrin Hille and Tim Johnston Mar 14, 2010

News

Chinese Leader Firmly Defends Currency and Trade Policies

New York Times  Michael Wines Mar 14, 2010

News

China calls currency pressure ‘protectionism’

Financial Times  Geoff Dyer Mar 14, 2010

Research

China's new trade issues in the post-WTO accession era

World Bank  Mar 19, 2010

Blogs

Are Shipping Numbers Masking A Stealth Commodities Selloff?

Business Insider  Mar 12, 2010

News

China Hits Back at U.S. on Yuan, Rights

Wall Street Journal  Aaron Back and Sky Canaves Mar 13, 2010

Analysis

Paul Krugman Says China Yuan Policy Depresses Global Growth

Bloomberg Audio/Video Report  Mar 12, 2010

Analysis

Pause in the Dollar

Currency Thoughts  Mar 12, 2010

News

MARKET WATCH: Crude inches up to 2-month high

Oil & Gas Journal  Sam Fletcher Mar 12, 2010

News

IEA Raises 2010 Oil Demand Estimate on Developing Economies

Bloomberg  Alexander Kwiatkowski Mar 12, 2010

Opinions

China and the world economy: a European perspective

Bruegel  Jean Pisani-Ferry Mar 12, 2010