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Michael Pettis
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Michael Pettis
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Articles (226)
Comments (28)
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China: New Year, One More Vote for GDP-Adjusted Bonds
on Jan 01, 2010
•
FXI
,
PGJ
China: The Pace of Change
on Dec 27, 2009
•
FXI
,
PGJ
Urban Migration: The Solution to China's Problems?
on Dec 13, 2009
•
FXI
,
PGJ
The Difficult Arithmetic of Chinese Consumption
on Dec 06, 2009
•
FXI
,
PGJ
Repairing China’s Financial System
on Nov 26, 2009
•
FXI
,
PGJ
U.S. and China: Lecturing Each Other on Trade
on Nov 18, 2009
•
FXI
,
PGJ
What Rebalancing of Chinese and American Consumption?
on Nov 03, 2009
•
FXI
,
PGJ
Banking Concerns and Chinese University Rankings
on Oct 29, 2009
•
FXI
,
PGJ
Chinese Railways and Speculating Pig Farmers
on Oct 26, 2009
•
FXI
,
PGJ
China September Data: Long-Term Overcapacity Problem Is Intensifying
on Oct 16, 2009
•
FXI
,
PGJ
Currency Depreciation and Global Imbalances
on Oct 11, 2009
•
FXI
,
PGJ
The IMF Warns About Surplus Countries, Global Imbalances
on Oct 04, 2009
•
FXI
,
PGJ
China: More Trade Tensions
on Sep 25, 2009
•
FXI
,
PSJ
China: The Coming Clash in Savings
on Sep 22, 2009
•
FXI
,
PGJ
China: Is Retail Growth a Proxy for Consumption Growth?
on Sep 14, 2009
•
FXI
,
PGJ
China’s August Data Confirms Both Optimists and Pessimists
on Sep 11, 2009
•
FXI
,
PGJ
The Shanghai Market Calls the Tune
on Sep 03, 2009
•
FXI
,
PGJ
China: Not Quite the End of the Massive Stimulus
on Aug 31, 2009
•
FXI
,
PGJ
China: The Credibility of Farmers, Priests and Prostitutes – and Bankers?
on Aug 26, 2009
•
FXI
,
PGJ
The USG Doesn’t Need Foreigners to Finance the U.S. Fiscal Deficit? Who Knew?
on Aug 17, 2009
•
FXI
,
PGJ
Predicting Consumption Growth in China
on Aug 16, 2009
•
FXI
,
PGJ
What Should Have Been Discussed During the SED Meetings (Part II)
on Aug 10, 2009
•
FXI
,
PGJ
What Should Have Been Discussed During the SED Meetings
on Aug 07, 2009
•
FXI
,
PGJ
Debate Continues About the Validity of China's Economic Data
on Aug 03, 2009
•
FXI
,
PGJ
China: Money Keeps Pouring In
on Aug 02, 2009
•
FXI
,
PGJ
China: Squeezing Out the Exporters
on Jul 29, 2009
•
FXI
,
PGJ
More Public Concern About the Chinese Stimulus
on Jul 24, 2009
•
FXI
,
PGJ
China: A Look at the Real Estate Picture
on Jul 20, 2009
•
FXI
,
PGJ
Unimpressed with China’s High Reserve and GDP Growth Numbers
on Jul 16, 2009
•
FXI
,
PGJ
China: Explosion in New Lending
on Jul 08, 2009
•
FXI
,
PGJ
Loan Growth Not Boosting Confidence in China’s 'Green Shoots'
on Jun 30, 2009
•
FXI
,
PGJ
China: Can the RMB Be More Undervalued Today than It Was Last Year?
on Jun 24, 2009
•
FXI
,
PGJ
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Latest Comments on Michael Pettis' Articles
bob adamson
on
China: New Year, One More Vote for GDP-Adjusted Bonds
: The following is a provocative background piece, not to be taken...
more »
AME rej
on
China: New Year, One More Vote for GDP-Adjusted Bonds
: hat tip to http://seekingalpha-articles.blogspot.com/
more »
bob adamson
on
China: New Year, One More Vote for GDP-Adjusted Bonds
: Thank you Michael Pettis for this extensive analysis. Have you or...
more »
mna
on
China: The Pace of Change
: And entitlements and social spending WILL be cut. It's not a...
more »
CautiousInvestor
on
China: New Year, One More Vote for GDP-Adjusted Bonds
: I am not feeling terribly gifted today and will simply make some...
more »
Thomas Smicklas
on
China: New Year, One More Vote for GDP-Adjusted Bonds
: Krugman. Ha.
more »
EAFE Pro
on
China: The Pace of Change
: I would be interested to see what you thought about the fact that...
more »
ron_paulite
on
China: The Pace of Change
: Please do not call it the Japanese model. Call it the...
more »
Think-About-It
on
China: The Pace of Change
: Your graph of manufacturing employment and output deserves...
more »
Road Runner
on
China: The Pace of Change
: There is a big difference between the normal boom-and-busts of...
more »
Road Runner
on
China: The Pace of Change
: I find your discussion above to be too high level to perform any...
more »
Options Trading
on
China: The Pace of Change
: Above average profits in any form requires some form of...
more »
Windsun33
on
China: The Pace of Change
: I wonder how long India can continue to grow. With the much larger...
more »
Windsun33
on
China: The Pace of Change
: Demographically, China is very similar to Japan 20 years ago....
more »
coreopsis
on
China: The Pace of Change
: Osterix is not very helpful because he has an assumption which is...
more »
Latest Comments on Michael Pettis' Articles
Latest Comments on Michael Pettis' Articles