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Michael Pettis  

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  • Will The AIIB One Day Matter?
    Sun, Apr. 12 FXI, PGJ, YINN 16 Comments
  • When Do We Decide That Europe Must Restructure Much Of Its Debt?
    Wed, Feb. 25 FXO, ERO, GREK 5 Comments
  • Can Monetary Policy Turn Argentina Into Japan?
    Mon, Feb. 2 INP, EWZ, FXI 3 Comments
  • My Reading Of The Financial Times On China's 'Turning Away From The Dollar'
    Editors' Pick  • Dec. 15, 2014 FXI, PGJ, YINN 22 Comments
  • How Might A China Slowdown Affect The World?
    Editors' Pick  • Dec. 2, 2014 FCA, FXI, IEV 11 Comments
  • How To Link Australian Iron With Marine Le Pen
    Oct. 20, 2014 EWA, SLX, AUSE 6 Comments
  • Are We Starting To See Why It's Really The Exorbitant 'Burden'
    Oct. 11, 2014 85 Comments
  • How Much Longer Can The Global Trading System Last?
    Oct. 4, 2014 18 Comments
  • '... Not With A Bang But A Whimper'
    Sep. 20, 2014 12 Comments
  • What Does A 'Good' Chinese Adjustment Look Like?
    Editors' Pick  • Sep. 1, 2014 FXI, PGJ, GXC 31 Comments
  • The 4 Stages Of Chinese Growth
    Editors' Pick  • Jun. 18, 2014 FXI, PGJ, GXC 116 Comments
  • Some Things To Consider If Spain Leaves The Euro
    Editors' Pick  • May. 26, 2014 FXE, VGK, EUO 54 Comments
  • Economic Consequences Of Income Inequality
    Mar. 24, 2014 EWG, FXI, PGJ 60 Comments
  • Will Emerging Markets Come Back?
    Mar. 3, 2014 EEM, VWO, EDC 8 Comments
  • The Impact Of Reform On Growth
    Jan. 29, 2014 FXI, PGJ, GXC 4 Comments
  • Will The Reforms Speed Growth In China?
    Editors' Pick  • Jan. 6, 2014 FXI, PGJ, GXC 44 Comments
  • When Are Markets 'Rational'?
    Nov. 24, 2013 FXI, PGJ, SPY 21 Comments
  • Will Debt Derail Abenomics?
    Nov. 8, 2013 DXJ, EWJ, FXY 9 Comments
  • Revisiting My 2011 Predictions
    Sep. 24, 2013 FXI, FXE, SPY 4 Comments
  • China: Rebalancing And Long-Term Growth
    Editors' Pick  • Sep. 3, 2013 FXI, GXC 14 Comments
  • The Urbanization Fallacy
    Aug. 16, 2013 GXC 28 Comments
  • The Changing Debate Over China's Economy
    Aug. 7, 2013 FXI 24 Comments
  • Beijing's New Leaders Are Right To Hold Back
    Jul. 10, 2013 GXC Comment!
  • Investment And Consumption
    May. 10, 2013 FXI 2 Comments
  • U.S., Japan, China: Feedback Loops
    Apr. 30, 2013 FXY, UUP, UDN 10 Comments
  • What I'll Be Watching In 2013
    Feb. 14, 2013 GXC 6 Comments
  • Recognizing The Need For Economic Adjustment In China
    Jan. 14, 2013 FXI, GXC, PGJ 6 Comments
  • 3 Cheers For New Data?
    Dec. 4, 2012 FXI 4 Comments
  • Is There An Asian RMB Bloc?
    Editors' Pick  • Nov. 18, 2012 CNY, FXCH, CYB 27 Comments
  • When The Growth Model Changes, Abandon The Correlations
    Oct. 28, 2012 6 Comments
  • By 2015 Hard Commodity Prices Will Have Collapsed
    Editors' Pick  • Sep. 16, 2012 FXZ, IYM, PYZ 86 Comments
  • Debating Growth In China
    Jun. 19, 2012 FXI, SPY, DIA 51 Comments