Posts Tagged ‘Macro’

Is the China Model a Myth?

Tuesday, May 29, 2012 2:43 4 Comments

In the depths of the 2008 financial crisis, the China model received a lot of positive press and analysis. China’s high savings rate, its ability to act fast on the stimulus package, and their general ability to keep itself afloat when everyone else was drowning was seen as a model that perhaps others should look […]

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Why Coming in Second Isn’t Always a Bad Thing for China.

Monday, August 23, 2010 20:35 3 Comments

Over the years, there have been more than a few articles on China’s interest, or lacking interest, in developing domestic innovation and IP in the commercial sector, and China’s use of soft power, or failing to use its soft power, to promote the best interests of the state. And while these issues are rarely tied […]

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Geithner in Beijing. I’ll Bite

Thursday, April 8, 2010 4:37 10 Comments

so, it goes without saying that when the Treasury Secretary diverts his plan to land in another country, a country who was looking at being called out as a “currency manipulator”, it is going to peak the interest of many. And it has.  Wall Street Journal was first on the scene with their piece Geithner […]

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UBS Lays Out Their China’s Big Four Themes. Forgets One

Tuesday, October 20, 2009 5:44 6 Comments

Working through my daily dose of analyst reports and journal articles, I came to UBS’s recent release The Four Big China Themes from Jon Anderson where he lays out the bank’s position on four of the key trends that they are following in China.. and closely. Always stocked with impressive graphs, and supporting analysis, this […]

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Shanghai Looks to Climb Into the Front Seat

Wednesday, August 5, 2009 10:36 No Comments

Following  my post last week  on Shanghai’s aspirations to overtake HK, I was sent Cheng Li’s recent article for China Leadership Monitor Reclaiming the “Head of the Dragon”: Shanghai as China’s Center for International Finance and Shipping (Download here): In March 2009, in the wake of the ongoing global financial crisis, the Chinese central government […]

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Crossborder Settlements: A Story to Watch

Sunday, July 5, 2009 22:27 No Comments

Over the past few months, a new trade related story has begun to pick up steam, the settlement of crossborder trade in various currencies other than the US Dollar.  At first glance it is a story that does not catch the eye, because it is often laden with economic analysis that is less than exciting, […]

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China’s April Exports Fall 33% from 2008. 5% Further Than Expected

Monday, May 11, 2009 23:34 No Comments

With my post earlier this week graphically showing China’s recent export trajectory, the news that April 2009 saw a 33% Y-o-Y dropmay suggest we have yet to truly turn the corner. Not only is it 5% more than expected by analysts, it is the first month in the last 3 where the number has eroded […]

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Another Economic Indicator From Street: Shanghai Trade Expo Attendance

Friday, March 6, 2009 14:06 No Comments

When China’s PMI figure was released earlier this week, it set off a flurry of economic analysis that (in my mind) failed to represent what we were seeing on the ground. That while there was an improvement from December, the reality on the street reflected something diffrent altogether. A point made by my friend’s email […]

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