This will be an unusual entry in that rather than focus on economic analysis I want to address one of the too-widely-repeated myths common outside China which, I think, may distort some of our understanding of China’s growth trajectory. One of the more absurd claims often made by foreign observers with little knowledge of China …
Read More…Archive for January, 2010
Good numbers? or bad numbers?
I can only submit a very short entry this time to discuss the raft of numbers that came out this morning. Regular readers will suspect that once again I am going to suggest that the numbers gave grist for everyone’s mill – optimists will see their hopes confirmed and pessimists will see their worries confirmed. …
Read More…Everyone wants to talk about currencies
I will be in NY and Boston during the first week of February and plan to meet a number of investors there to discuss China. I believe it becomes official on February 1, but I recently joined the Hong Kong subsidiary of one of China’s top broker/dealers, Shenyin Wanguo. I will continue teaching at Peking …
Read More…China new year, and one more vote for GDP-adjusted bonds
I just got back to Beijing three days ago and am still seriously jet-lagged, but I wanted to post a piece today anyway. Last night I celebrated the new year at D22, where a group of very cool musicians (including the amazing Snapline, for one of their very few shows this year and perhaps one …
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