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- When Are Markets 'Rational'?
- Will Debt Derail Abenomics?
- Revisiting My 2011 Predictions
- China: Rebalancing And Long-Term Growth
- The Urbanization Fallacy
- The Changing Debate Over China's Economy
- Beijing's New Leaders Are Right To Hold Back
- Investment And Consumption
- U.S., Japan, China: Feedback Loops
- What I'll Be Watching In 2013
- Recognizing The Need For Economic Adjustment In China
- 3 Cheers For New Data?
- Is There An Asian RMB Bloc?
When The Growth Model Changes, Abandon The Correlations
on Oct 28, 2012 • 6 Comments
- By 2015 Hard Commodity Prices Will Have Collapsed
- Debating Growth In China
- The Japan Debt Disaster And China's (Non)Rebalancing
- The World Bank Proposes Tough Medicine For China
- When Will China Emerge From The Global Crisis?
- If No Trade Reversal Now, Then When?
- Will Greece Unravel By Christmas?
BRICs To The Rescue
on Oct 6, 2011 • 16 Comments
- The Euro... Again
- Are The U.S. And Europe Headed Down Japan's Road?
- Some Predictions For The Rest Of The Decade
- Would It Really Matter If China Stopped Buying U.S. Bonds?
- China: No Hard Landing, But No Solution
- The Current Account Dilemma
China: Incentives and Debt
on Jul 7, 2011 • 13 Comments
- Small Companies Feel the Pain in China
- Spain Must Take the Lead in Europe
- Chinese Trade and the RMB