Monthly Archive for January 2010

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 [...]

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. [...]

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 [...]

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 [...]