Michael Pettis

China, bonds, macro
Michael Pettis
China, bonds, macro
Contributor since: 2008
Will China's New 'Supply-Side" Reforms Help China?
China's Rebalancing Timetable
Do Markets Determine The Value Of The RMB?
Internal And External Balance
What Multiple Should We Give China's GDP Growth?
Will The AIIB One Day Matter?
How Might A China Slowdown Affect The World?
'... Not With A Bang But A Whimper'
What Does A 'Good' Chinese Adjustment Look Like?
The 4 Stages Of Chinese Growth
Some Things To Consider If Spain Leaves The Euro
Will Emerging Markets Come Back?
The Impact Of Reform On Growth
Will The Reforms Speed Growth In China?
When Are Markets 'Rational'?
Will Debt Derail Abenomics?
Revisiting My 2011 Predictions
China: Rebalancing And Long-Term Growth
The Urbanization Fallacy
Investment And Consumption