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Michael Pettis

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DFJ, ERO, FXE
  • Investment And Consumption
    on Fri, May 10 • FXI • 2 Comments
  • U.S., Japan, China: Feedback Loops
    on Tue, Apr 30 • FXY, UUP, UDN • 9 Comments
  • What I'll Be Watching In 2013
    on Thu, Feb 14 • GXC • 6 Comments
  • Recognizing The Need For Economic Adjustment In China
    on Mon, Jan 14 • FXI, GXC, PGJ • 6 Comments
  • 3 Cheers For New Data?
    on Tue, Dec 4, 2012 • FXI • 4 Comments
  • Is There An Asian RMB Bloc?
    on Sun, Nov 18, 2012 • CNY, FXCH, CYB • 27 Comments
  • When The Growth Model Changes, Abandon The Correlations
    on Sun, Oct 28, 2012 • 6 Comments
  • By 2015 Hard Commodity Prices Will Have Collapsed
    on Sun, Sep 16, 2012 • FXZ, IYM, PYZ • 86 Comments
  • Debating Growth In China
    on Tue, Jun 19, 2012 • FXI, SPY, DIA • 51 Comments
  • The Japan Debt Disaster And China's (Non)Rebalancing
    on Tue, Mar 20, 2012 • FXI, GXC, PGJ • 33 Comments
  • The World Bank Proposes Tough Medicine For China
    on Sat, Mar 10, 2012 • FXI, PGJ • 59 Comments
  • When Will China Emerge From The Global Crisis?
    on Wed, Feb 22, 2012 • FXI, PGJ • 3 Comments
  • If No Trade Reversal Now, Then When?
    on Mon, Jan 9, 2012 • FXE, FXI, PGJ • 16 Comments
  • Will Greece Unravel By Christmas?
    on Tue, Nov 22, 2011 • FXE • 9 Comments
  • BRICs To The Rescue
    on Thu, Oct 6, 2011 • 16 Comments
  • The Euro... Again
    on Mon, Sep 26, 2011 • FXI, PGJ, FXE • 12 Comments
  • Are The U.S. And Europe Headed Down Japan's Road?
    on Mon, Sep 12, 2011 • FXY, UUP, UDN • 14 Comments
  • Some Predictions For The Rest Of The Decade
    on Mon, Aug 29, 2011 • SPY, DIA, AGG • 35 Comments
  • Would It Really Matter If China Stopped Buying U.S. Bonds?
    on Wed, Aug 17, 2011 • FXI, PGJ • 75 Comments
  • China: No Hard Landing, But No Solution
    on Mon, Aug 1, 2011 • FXI, PGJ • 9 Comments
  • The Current Account Dilemma
    on Wed, Jul 20, 2011 • FXI, PGJ • 35 Comments
  • China: Incentives and Debt
    on Thu, Jul 7, 2011 • 13 Comments
  • Small Companies Feel the Pain in China
    on Wed, Jun 29, 2011 • FXI, PGJ • 9 Comments
  • Spain Must Take the Lead in Europe
    on Tue, Jun 14, 2011 • IEV, FXE • 14 Comments
  • Chinese Trade and the RMB
    on Wed, Jun 1, 2011 • FXI, PGJ • 4 Comments
  • China's Real Estate: Looking for Debt
    on Thu, May 26, 2011 • FXI, PGJ • 6 Comments
  • China: Rebalancing Through Wage Increases
    on Mon, May 16, 2011 • FXI, PGJ • 6 Comments
  • Is It Time for the U.S. to Disengage the World From the Dollar?
    on Mon, May 2, 2011 • UUP, UDN • 14 Comments
  • Chinese Recycling and U.S. Interest Rates
    on Sun, Apr 17, 2011 • FXI, PGJ • 9 Comments
  • The Dollar, The RMB and the Euro
    on Sun, Mar 13, 2011 • UUP, UDN, FXE • 10 Comments
  • Zaiteku and China's January Inflation
    on Thu, Feb 24, 2011 • FXI, PGJ • 1 Comment
  • Chinese Stock Markets and European Politics
    on Fri, Feb 11, 2011 • FXI, PGJ • 1 Comment