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China

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China: Current Account

China's Current Account Narrowed in 2009

China: Fiscal Policy

How Stable Is China's Fiscal Position?

China: The Renminbi

Renminbi Politics: Getting Tough on the RMB Again?

Renminbi: Sticking to the Peg?

China: Banking Sector

How Solid Are Chinese Banks?

Will China Use Quantitative Tools to Slow Bank Lending?

China: Foreign Policy

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

Macro View

China: Fiscal Policy

How Stable Is China's Fiscal Position?

Crouching Local Debts, Hidden Risks

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

China: Fiscal Stimulus

How Much Should We Worry About Overcapacity in China?

Is Chinese Fiscal Stimulus Already Fading?

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

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 : Reserve Diversification :

China: Economic Profile

Could China Face a ‘Minsky Moment’?

Chinese Growth Climbs to 10.7%: How Strong Is the Recovery?

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

China: Economic Statistics

Chinese Data Discrepancies Exacerbated During Global Downturn?

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

China: Current Account

China's Current Account Narrowed in 2009

Foreign Direct Investment Strengthens in China

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

China: Inflation and Monetary Policy

How High Will China’s Inflation Go?

How Much Is China Tightening Monetary Policy?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : Monetary Policy and Inflation : Money Markets :

China: Manufacturing and Industrial Production

How Strong Is China's Manufacturing Sector?

Will Chinese Auto Consolidation Reduce Overcapacity?

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

China: Trade Politics

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

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

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

China: FX Reserves

China and the Euro: Should China Buy Greek Debt?

Chinese Reserve Growth Nears $2.4 Trillion: Are Hot Money Inflows Resuming?

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

China: Property Market

Will the Chinese Property Bubble Burst in 2010?

Chinese Property Regulations: Back to Austerity in 2010?

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

China: Export Sector

China's Current Account Narrowed in 2009

Chinese Exports Accelerate in December: How Much Will Exports Grow in 2010?

China : North East Asia : Asia/Pacific : Macro View : Current Account : International Trade and Globalization :

China: Consumption

Will Chinese Auto Sales Still Lead the World in 2010?

Chinese Retail Sales: Heating Up?

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

The Renminbi as a Reserve Currency

How Significant Are Chinese Steps Towards Internationalization of the Renminbi?

Panda Bonds: Will China Allow More RMB Bonds?

China : North East Asia : Asia/Pacific : Macro View : Markets : Currencies : Current Account : FX Reserves and Sovereign Wealth : Reserve Diversification :

Economics of Sports

Rio's Olympic Win: How much Economic Boost from the Olympics?

World Cup 2010 in South Africa: Kick-starting the Economy by Kicking the Soccer Ball?

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

China: Labor Market

Will the Chinese Labor Market Continue to Improve?

Where Have the Migrants Gone? Economics of Migration in China

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

China: Social Safety Net

How Will China Finance Its Extended Health Care Coverage?

Cracks in China's Pension System

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

Markets

China: Fiscal Policy

How Stable Is China's Fiscal Position?

Crouching Local Debts, Hidden Risks

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

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 : Reserve Diversification :

China: Manufacturing and Industrial Production

How Strong Is China's Manufacturing Sector?

Will Chinese Auto Consolidation Reduce Overcapacity?

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

China: The Renminbi

Renminbi Politics: Getting Tough on the RMB Again?

Renminbi: Sticking to the Peg?

China : North East Asia : Asia/Pacific : Markets : Currencies :

China: Property Market

Will the Chinese Property Bubble Burst in 2010?

Chinese Property Regulations: Back to Austerity in 2010?

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

Is this the Start of a Bear Market for Chinese Equities?

Will Chinese IPOs Surge in 2010?

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

China: Commodity Imports

Will Chinese Policies Curb the Steel Glut?

How Strong is Chinese Copper Demand?

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

The Renminbi as a Reserve Currency

How Significant Are Chinese Steps Towards Internationalization of the Renminbi?

Panda Bonds: Will China Allow More RMB Bonds?

China : North East Asia : Asia/Pacific : Macro View : Markets : Currencies : Current Account : FX Reserves and Sovereign Wealth : Reserve Diversification :

China: Credit Markets

Panda Bonds: Will China Allow More RMB Bonds?

Will Stimulus Breathe New Life into Chinese Corporate Bond Market?

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

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 : Options and Futures :

China: Energy Sector

Can China Alleviate Natural Gas Shortages?

China Locking Up Energy Supplies? Adding Fuel Assets and Loans to Oil-Rich Nations

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

Emerging Markets: Economic Profile

Turkish Stock Market: What a Difference a Year Makes

Emerging Market Interest Rate Policy: Has Easing Ended?

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

Coal

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

Carbon Capture: Will It Ever Be Profitable?

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

Finance & Banking

China: Banking Sector

How Solid Are Chinese Banks?

Will China Use Quantitative Tools to Slow Bank Lending?

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

China: Inflation and Monetary Policy

How High Will China’s Inflation Go?

How Much Is China Tightening Monetary Policy?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : Monetary Policy and Inflation : Money Markets :

China: Corporate Finance

How Will the Improved Outlook for Chinese Corporate Profits Affect Capex?

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: Property Market

Will the Chinese Property Bubble Burst in 2010?

Chinese Property Regulations: Back to Austerity in 2010?

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

China: Credit Markets

Panda Bonds: Will China Allow More RMB Bonds?

Will Stimulus Breathe New Life into Chinese Corporate Bond Market?

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

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 : Options and Futures :

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

The G20's Role in Economic Policymaking

Canada's G8/G20 Agenda

G20 Finance Ministers: Is the Agenda too Broad?

Argentina : Australia : Brazil : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia and CIS : 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 : IMF and International Economic Institutions : International Organizations :

China: Trade Politics

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

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

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

U.S.-China Relations

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

Will Obama's Visit Spark Closer Economic Relations with China?

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: Ethnic and Territorial Disputes

Can China Win Tibetan Loyalties with New Policies?

Xinjiang: Ethnic Tensions Threatening the Chinese Goverment?

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

China: Domestic Politics

Is China Really Cracking Down on Corruption?

China's New Leaders: A Look at the 'Fifth Generation'

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

China: Foreign Policy

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

Chinese Worries About The Dollar Carry Trade: Has China's Leverage Over U.S. Economic Policies Increased?

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

Biofuel

Can Alternative Fuels Challenge Oil?

Biofuels Fueling the Soaring Food Prices?

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

Asia's Natural Disaster Preparation

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

China's Emergency Response to Natural Disasters: Who Will Bear the Rebuilding Cost?

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

Developing Countries and Climate Change

Brazil and Climate Change

India Alters Climate Change Stance Ahead of Copenhagen

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

Taiwan: Ties with China

Will Increasing Ties with China Boost Taiwan's Growth?

Will Taiwan’s Local Election Results Slow Integration with China?

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

Copenhagen Climate Change Summit

Developing Countries Oppose New Global Deal on Climate Change

Can the U.S. and China Initiate a Global Climate Change Agreement?

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

Sino-Japanese Relations

Will China Save Japan or Seize Economic Leadership of Asia?

Can China Learn from the Experiences of Japan and Other Asian Countries?

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

North Korea: Nuclear Program

Will North Korea Return to the Six-Party Talks?

Who Has Economic Leverage On North Korea?

China : Japan : 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: Defense and Security Policy

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

Will China Add Aircraft Carriers?

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

China: Energy Sector

Can China Alleviate Natural Gas Shortages?

China Locking Up Energy Supplies? Adding Fuel Assets and Loans to Oil-Rich Nations

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

Shanghai Cooperation Organization

Shanghai Cooperation Organization: NATO of the East?

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

China: Labor Market

Will the Chinese Labor Market Continue to Improve?

Where Have the Migrants Gone? Economics of Migration in China

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

China: Social Safety Net

How Will China Finance Its Extended Health Care Coverage?

Cracks in China's Pension System

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

China: Investment in Africa

China Aid Policy: Tied to Resources?

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

Sino-Russian Relations

What Role Does Oil Play in China-Russia Ties?

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

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, Laos : Asia/Pacific : Geostrategic and Long Term Issues : IMF and International Economic Institutions : International Organizations :

Food Supply

Famine Looms Across the Horns of 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 : Food and Water Supply :

U.S.-China Strategic and Economic Dialogue

What's at Stake for 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

Will Rising North-South Korea Tensions Harm Economic Development?

Fragile Domestic Politics within Pakistan

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

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)
15700,12932,23980,19093,18430 18,430
Consumer Price Index
 Total
 (Y/Y % Change, NSA)
-1.2,-0.8,-0.5,0.6,1.9 1.9
Retail Sales
 Total Retail Sales of Consumer Goods - YoY growth
 (Percent, NSA)
15.4,15.5,16.2,15.8,17.5 17.5
Urban Fixed Asset Investment
 Total
 (Y/Y % Change, Year to Date, NSA)
33,33.3,33.1,32.1,30.5 30.5
Industrial production
 Year on year growth - Total
 (%,NSA)
12.3,13.9,16.1,19.2,18.5 18.5
data by Moody's

Current Economic Outlook

Aggressive fiscal and credit stimulus have helped boost Chinese growth, contributing to a sharp acceleration in Q2 2009. Industrial production, electricity demand and other key indicators have bounced back, and manufacturing surveys indicate expansion. Still, as Chinese Premier Wen Jiabao has publicly worried, Chinese growth continues to be unbalanced, with growth becoming even more reliant on investment in 2009. While growing at a steady pace, consumption remains at best flat at under 36% of GDP. RGE has slightly raised its forecast for Chinese growth to 8.2% for 2009 and 8.4% in 2010 on the basis of China’s aggressive stimulus and the nascent recovery in the rest of the world. Assuming global demand, particularly from the U.S. and EU, remains weak in 2010, China will grow considerably below its recent 10% growth trend. Despite China’s ample domestic resources, a double‐dip in the U.S. would trigger a significant slowdown. In H2 2009, the pace of growth is expected to slow from the roughly 15% q/q annualized rate of Q2 2009, yet because of the base effects…

 

Read the latest RGE Global Economic Update.

RGE Analysis

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

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

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

Rachel Ziemba Oct 07, 2009

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 07, 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

Global Commodities Outlook, Q3 2009

Mikka Pineda & Rachel Ziemba Jul 24, 2009

China Economic Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 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

East Asian Bank Sector Reform Since 1997

Mikka Pineda Jul 22, 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

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 04, 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

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 03, 2006

The Chinese Conundrum: External Financial Strength, Domestic Financial Weakness

Brad Setser Apr 15, 2006

EconoMonitors

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?

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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?

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Emerging Markets Monitor

Parting the Bamboo Curtain Part 2 - Rescuing the Dragon

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Emerging Markets Monitor

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

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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

Asia Sails Smoothly Through Debt Waters

New York Times  Keith Bradsher and Vikas Bajaj Feb 7, 2010

Analysis

China puts the brakes on commodities

Unicredit  Jochen Hitzfeld Feb 8, 2010

News

China Becomes Oil ETF’s No. 4 Holder, Buys SPDR Gold

Bloomberg  Christian Schmollinger and Kyoungwha Kim Feb 9, 2010

Opinions

China's 8,000 Credit Risks

Wall Street Journal  Victor Shih Feb 8, 2010

Blogs

How disciplining China could save the WTO

VoxEU  Susan Ariel Aaronson Feb 9, 2010

Analysis

Hong Kong and China and the Global Recession

Federal Reserve Bank of San Francisco  Janet Yellen Feb 8, 2010

Analysis

LI & FUNG China Trade Quarterly Q4 2009

Li and Fung  Feb 8, 2010

News

Steel industry to continue restructuring

China Daily  Feb 8, 2010

News

Minivans drive up auto sales growth

China Daily  Li Fangfang Feb 8, 2010

Analysis

China Auto: Still running at full gear

UOB Kay Hian  Feb 8, 2010

Analysis

Big Trouble With Big China

Foreign Policy  John Lee Feb 2, 2010

Analysis

China: Upgrading 2010 Forecasts on Improved External Outlook

Morgan Stanley  Qing Wang Feb 5, 2010

Blogs

Has China encountered the security dilemma?

Foreign Policy  Daniel Drezner Feb 8, 2010

Opinions

Banyan: Asia's never-closer union

The Economist  Feb 4, 2010

Analysis

Chanos on China & Krugman on Asia 1994 & USSR 1960

designing better futures  Feb 8, 2010

Research

Europe, China and Expectations for Human Rights

Europe's World  Feb 8, 2010

News

China Barely Tops U.S. in Smart Grid Stimulus Spending

Environmental Leader  Jan 27, 2010

News

China Edges U.S. in 2009 Wind Installations

Environmental Leader  Feb 4, 2010

Analysis

China Enters Asia’s ‘Great Game’

The Diplomat  Joshua Kucera Feb 8, 2010

News

Reform of Public Hospital System Receives State Council Approval

Economic Observer  Feb 4, 2010

News

China targets 3% inflation in 2010: pension head

Financial Post  Feb 8, 2010

News

Chinese premier urges greater Sino-Japanese cooperation to boost mutual understanding, trust

Xinhua  Feb 8, 2010

Opinions

The World's Watchmaker

New York Times  Roger Cohen Feb 8, 2010

Analysis

China politics: Google episode highlights censorship policies

Economist Intelligence Unit  Feb 8, 2010

Opinions

Nothing to Fear from China's Alternative Energy Producers

Seeking Alpha  Rober Salomon Feb 4, 2010

Analysis

China/USA politics: Permafrost?

Economist Intelligence Unit  Feb 5, 2010

Opinions

Global stimulus withdrawal must start now: Morgan Stanley

The Economic Times  Feb 8, 2010

Research

Labour markets in newly integrating economies such as India and China

BIS  Suresh D Tendulkar Feb 8, 2010

Opinions

Australia Drives Successfully in China´s Slipstream

Crédit Suisse Economic Research  Fabian Heller Feb 8, 2010

Analysis

Scary View from China's Financing Platforms

Caixin  Zhang Yuzhe, Zhang Man, Fang Huilei and Yu Jing Feb 8, 2010

News

Emerging Stock Funds Losses Show Repeat of ‘04 Rally

Bloomberg  Michael Patterson Feb 8, 2010

Opinions

Beijing's Property-Price Dilemma

Wall Street Journal  Geng Xiao Feb 4, 2010

News

China mortgage rates up as loan clampdown bites

Reuters  Feb 8, 2010

News

China Trade Deal ‘Vital’ First Step for Taiwan, Official Says

Bloomberg  Feb 8, 2010

Blogs

The United States Remains Open To Chinese Investment

China US Trade Law Blog  John J. Burke Jan 22, 2010

Blogs

Making Progress BIT By BIT On A U.S.-China Bilateral Investment Treaty

China Trade Law Blog  Michael S. Snarr Feb 2, 2010

Analysis

Beijing’s Hard Line against US Arms Sales to Taiwan

Center for Strategic and International Studies  Alan Romberg Feb 4, 2010

Blogs

A Glimpse Inside the CIC’s Portfolio

Roubini Global Economics  Rachel Ziemba Feb 7, 2010

News

G2 in G20: China, the United States and the World after the Global Financial Crisis

Unversity of Sydney  Geoffrey and Garrett Jan 1, 2010

News

Increasing Living Standards, Transport, and Cabbage

China Sourcing Blog  Feb 5, 2010

Blogs

Why Is There A $71 Billion Difference Between China's FX Reserves And... China's FX Reserves?

ZeroHedge  Feb 6, 2010

Blogs

The mystery of Chinese savings

VoxEU  Feb 6, 2010

Opinions

Form 13F of the China Investment Corporation

Securities and Exchange Commission  Feb 5, 2010

News

After the Summer Olympics, Empty Shells in Beijing

New York Times  Michael Wines Feb 6, 2010

News

Strong growth in China leads Moody’s to raise global vehicle sales projections

Research Recap  Feb 2, 2010

Blogs

China needs well functioning stock market to get long-run finances in order

Research Recap  Feb 5, 2010

Analysis

FEERs Update: China's Persistently Undervalued Currency

Peterson Institute for International Economics  John Williamson Jan 6, 2010

News

Clive Palmer's $60B China Sale

Forbes  Paul Maidment Feb 6, 2010

News

China/Taiwan economy: Is trade pact in favour of China?

Economist Intelligence Unit  Feb 5, 2010

Analysis

Inside China: Overheating risk

BNP Paribas  Isaac Meng and Chen Xingdong Feb 5, 2010

Analysis

As Chinese Judge Takes Stand, Court Corruption Goes on Trial

Wall Street Journal  Sky Canavas Feb 4, 2010

News

China to publish survey-based jobless rate as early as 2011

China Daily  Feb 5, 2010

News

Playing it Safe with China

Uncommon Wisdom Daily  Tony Sagami Feb 3, 2010

Analysis

16th CLSA Feng Shui Index - Expect the Year of the Golden Tiger to roar

CLSA  Feb 3, 2010

News

China to levy anti-dumping duties on US chicken

China Daily  Feb 5, 2010

News

It is the poor who pay for the weak renminbi (Financial Times)

Center for Global Development  Feb 3, 2010

News

China Renews Opposition to Iran Sanctions

New York Times  Alan Cowell Feb 4, 2010

Blogs

US-China Relations: Is Taiwan ‘Worth It’?

BMI Risk Watchdog  Feb 1, 2010

Analysis

Who matters in the world’s second-largest financial system is barely understood

The Economist  Feb 5, 2010

Opinions

China’s growing presence in India’s neighbourhood

East Asia Forum  Pravakar Sahoo Feb 5, 2010

News

Composite Leading Indicators (CLIs), OECD, February 2010

OECD  Feb 5, 2010

Analysis

As China and America square off in the latest round of recriminations, how bad are relations really?

The Economist  Feb 4, 2010

News

China’s 2009 State Land Sales Cover 40% of Stimulus Plan’s Cost

Bloomberg  Feb 5, 2010

News

China Defaulting Loans Soar, Insolvency Lawyer Says

Bloomberg  Feb 5, 2010

Analysis

Issues Brief: New Developments in China's Domestic Innovation and Procurement Policies

U.S. China Business Council  Jan 28, 2010

News

China Current Account Surplus Falls 35%, SAFE Says

Bloomberg  Feb 5, 2010

News

Vietnam Enlists Allies to Stave Off China's Reach

New York Times  Edward Wong Feb 4, 2010

Analysis

The slow ascent of China's renminbi

Standard & Poor’s  Kim Eng Tan Jan 19, 2010

Analysis

Chinese IPOs: Quality over quanity?

Financial Times (Lex)  Feb 4, 2010

Blogs

More renminbi rhetoric

Free exchange  Feb 4, 2010

Blogs

C.I.C. Approved to Buy Stake in Apax Partners

NYT Deal Book  Feb 4, 2010

News

China PBOC 3-Month Yield Unchanged, Injects CNY214 Bln

Market News International  Feb 4, 2010

News

China curbs companies’ capital raising

Financial Times  Jamil Anderlin Feb 3, 2010

Opinions

Talking About Tibet

Wall Street Journal  Feb 4, 2010

Blogs

The Return of China’s Treasury Angst

WSJ China Real Time Report  Feb 4, 2010

Analysis

Wider Doorway for Yuan Trade Settlement

Century Weekly  Feb 4, 2010

News

Officials Slip Through Land-Use Loopholes

Century Weekly  Zhang Yanling Feb 3, 2010

News

Nearly 5 Trillion Yuan Debt Issued in 2009

Caixin  Li Peng Feb 4, 2010

Opinions

Washington's arms deal with Taiwan is yet another incident stoking Sino-US tensions

South China Morning Post  Ted Galen Carpenter Feb 4, 2010

News

On China, Obama says U.S. must address currency rates

Reuters  Feb 4, 2010

Analysis

Timeline: The obstacle course for U.S.-China ties in 2010

Reuters  Feb 4, 2010

Analysis

PMI fall indicates the government is exiting from the stimulus

UOB Kay Hian  Feb 4, 2010

News

China is now world champion in car production

China Daily  Feb 4, 2010

Opinions

China’s emergence and its impact on ASEAN

The Jakarta Post  Ali Rama Feb 4, 2010

News

MOF to inject capital into Bank of Communications

China Daily  Feb 4, 2010

News

China defends currency after Obama criticism

China Daily  Feb 4, 2010

Opinions

Biggest Bubble in History Is Growing Every Day: William Pesek

Bloomberg  William Pesek Feb 4, 2010

News

China Stock Market ‘Approaching Bottom,’ BofA Says

Bloomberg  Feb 4, 2010

Blogs

Chinese Rumbles: It’s just supply and demand

Conscience of a Liberal, New York Times  Paul Krugman Feb 4, 2010

Blogs

Never short a country with $2 trillion in reserves?

China Financial Markets  Michael Pettis Feb 2, 2010

Opinions

The US and China: Who Needs Whom More?

New York Times  Philip Bowring Feb 3, 2010

News

Stronger Yuan Must Precede Rate Increase, Zuo Says

Bloomberg  Feb 3, 2010

Analysis

Asian Intelligence: consumer spending recovery could catch some Asian companies unawares

John Hancock Investment  Jan 1, 2010

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RGE Currency Outlook: The U.S. Dollar

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