China’s economic M*A*S*H-up points to more painful zombie spell than Japan’s (Originally published Sept. 18 in “What in the World“) China may be headed into a Japan-style economic zombie state,
Blog
China heads for Fed-style ZIRP as monetary policy continues to flail (Originally published Sept. 15 in “What in the World“) It’s never a good sign for an economy when you
From global supply chains to domestic debt, complex connections defy neat solutions (Originally published Sept. 14 in “What in the World“) Western companies are shifting investment out of China in
China’s looming Lehman moment looks like déjà vu all over again (Originally published Sept. 12 in “What in the World“) Same old, same old. China’s central bank is fighting back
Playing the strong, silent type only fuels anxiety about China’s economy (Originally published Sept. 11 in “What in the World“) Chinese officials are too scared of President Xi Jinping to
China is exporting disinflation to the world. That isn’t good news. (Originally published Sept. 8 in “What in the World“) China’s exports fell in August for a fourth consecutive month,
The reason for China’s paradox of thrift? As the song goes, ‘Life used to be so hard.’ (Originally published Sept. 1 in “What in the World“) Foreign investors sold a
Beijing resorts to Jedi mind tricks to avoid a crisis it can’t afford to fix (Originally published Aug. 31 in “What in the World“) Rather than deploy taxpayer funds to
Of all the credit bubbles in all the economies in all the world, Xi walks into mine. (Originally published Aug. 29 in “What in the World“) If she can escape
The world’s No.2 economy is near the point where lower rates make matters worse—a deflationary black hole (Originally published Aug. 28 in “What in the World“) Profits at China’s big