All Roads Lead to China:

So, the word is out.  China is #2， Numero Dos， 第二 … and EVERYONE is talking about it. Some are even saying China will be King of the hill by 2020 Officially word came down with the Japanese Cabinet’s announced their economy put out 1.288 trillion USD, a few points below the 1.337 trillion China [...]

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 [...]

A few weeks back UBS’s ASEAN regional economist Ed Teather put out the piece of research Six questions on ASEAN’s links with China (email me for a copy) looking at trade, investment and policy links between ASEAN and China by working to answer the following the questions: Which countries in ASEAN have the highest export [...]

Last week, when President Obama signed off on the new tariffs on imported tires from China, an immediate response from China followed.  In short, the action take was protectionist, without merit, and they had the data to support it.  It was a reaction that indicated to me that, they had their ducks in a row.  [...]

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, [...]