Jeffrey P. Snider : China’s (de)Dollar Bonds
The Chinese government has sold its first dollar bond issue in thirteen years. Given that fact alone, the idea is causing more than a…
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Is Chinese growth about to falter?
The IMF revised Chinese growth forecasts higher in July – were they premature? Retail sales, industrial output and fixed investment have slowed The Real…
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Assessing the long-term structural risk for China
After falling to 6.4% in Q1 2009 the yearly growth rate of China’s real GDP climbed to 12.2% by Q1 2010. Afterwards the yearly…
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Benn Steil: PBoC Spins China’s Bad-Loan Data
In a recent speech at Bloomberg’s headquarters in New York, People’s Bank of China Deputy Governor Yi Gang reassured his audience on the level…
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Low cost manufacturing in Asia – The Mighty Five – MITI V
Low cost manufacturing is moving away from China Malaysia, India, Thailand, Indonesia and Vietnam will continue to benefit Currency risks remain substantial Stock market…
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Zero Hedge: China Accounts For Half Of All Global Debt Created Since 2005: Here Are The Implications
Over three years ago, in November 2013, when the world’s attention was still largely focused on what the “Big 4” central banks would do…
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Benn Steil: Of Debt and Detriment
It is the exorbitant privilege of the United States that it can conjure the world’s primary reserve currency, Valéry Giscard d’Estaing, then French finance…
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Bawerk.net: Chinese Philosopher Kings, Losing their Yuan FX Religion?
It took a while, but the world are slowly coming to grips with the simple fact that the red-suzerains in Beijing are not the…
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Benn Steil: China’s Bond Market Can’t Handle a Global RMB
The Chinese RMB’s ascension into the IMF’s SDR currency basket in October has been widely seen as an important first step on its path to becoming…
Read MoreChina: something must burst
“I know from a common sense financial standpoint that something has to burst. When a country is losing billions and billions and billions of…
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