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Michael Pettis

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  • Economic Consequences Of Income Inequality
    on Mon, Mar. 24 EWG, FXI, PGJ 58 Comments
  • Will Emerging Markets Come Back?
    on Mon, Mar. 3 EEM, VWO, EDC 8 Comments
  • The Impact Of Reform On Growth
    on Wed, Jan. 29 FXI, PGJ, GXC 4 Comments
  • Will The Reforms Speed Growth In China?
    on Mon, Jan. 6 FXI, PGJ, GXC 44 Comments
  • When Are Markets 'Rational'?
    on Nov. 24, 2013 FXI, PGJ, SPY 21 Comments
  • Will Debt Derail Abenomics?
    on Nov. 8, 2013 DXJ, EWJ, FXY 9 Comments
  • Revisiting My 2011 Predictions
    on Sep. 24, 2013 FXI, FXE, SPY 4 Comments
  • China: Rebalancing And Long-Term Growth
    on Sep. 3, 2013 FXI, GXC 14 Comments
  • The Urbanization Fallacy
    on Aug. 16, 2013 GXC 28 Comments
  • The Changing Debate Over China's Economy
    on Aug. 7, 2013 FXI 24 Comments
  • Beijing's New Leaders Are Right To Hold Back
    on Jul. 10, 2013 GXC Comment!
  • Investment And Consumption
    on May. 10, 2013 FXI 2 Comments
  • U.S., Japan, China: Feedback Loops
    on Apr. 30, 2013 FXY, UUP, UDN 10 Comments
  • What I'll Be Watching In 2013
    on Feb. 14, 2013 GXC 6 Comments
  • Recognizing The Need For Economic Adjustment In China
    on Jan. 14, 2013 FXI, GXC, PGJ 6 Comments
  • 3 Cheers For New Data?
    on Dec. 4, 2012 FXI 4 Comments
  • Is There An Asian RMB Bloc?
    on Nov. 18, 2012 CNY, FXCH, CYB 27 Comments
  • When The Growth Model Changes, Abandon The Correlations
    on Oct. 28, 2012 6 Comments
  • By 2015 Hard Commodity Prices Will Have Collapsed
    on Sep. 16, 2012 FXZ, IYM, PYZ 86 Comments
  • Debating Growth In China
    on Jun. 19, 2012 FXI, SPY, DIA 51 Comments
  • The Japan Debt Disaster And China's (Non)Rebalancing
    on Mar. 20, 2012 FXI, GXC, PGJ 33 Comments
  • The World Bank Proposes Tough Medicine For China
    on Mar. 10, 2012 FXI, PGJ 59 Comments
  • When Will China Emerge From The Global Crisis?
    on Feb. 22, 2012 FXI, PGJ 3 Comments
  • If No Trade Reversal Now, Then When?
    on Jan. 9, 2012 FXE, FXI, PGJ 16 Comments
  • Will Greece Unravel By Christmas?
    on Nov. 22, 2011 FXE 9 Comments
  • BRICs To The Rescue
    on Oct. 6, 2011 16 Comments
  • The Euro... Again
    on Sep. 26, 2011 FXI, PGJ, FXE 12 Comments
  • Are The U.S. And Europe Headed Down Japan's Road?
    on Sep. 12, 2011 FXY, UUP, UDN 14 Comments
  • Some Predictions For The Rest Of The Decade
    on Aug. 29, 2011 SPY, DIA, AGG 35 Comments
  • Would It Really Matter If China Stopped Buying U.S. Bonds?
    on Aug. 17, 2011 FXI, PGJ 75 Comments
  • China: No Hard Landing, But No Solution
    on Aug. 1, 2011 FXI, PGJ 9 Comments
  • The Current Account Dilemma
    on Jul. 20, 2011 FXI, PGJ 35 Comments