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Michael Pettis

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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: 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
What Increased U.S. Savings Means for China
on Jun 21, 2009 • FXI, PGJ
China: Debt Is Up, Trade Is Down
on Jun 15, 2009 • FXI, PGJ
Stimulus in China: At What Cost?
on Jun 08, 2009 • FXI, PGJ
Why Do Chinese Save?
on May 31, 2009 • FXI, PGJ
The Coming of a U.S. Savings Culture?
on May 21, 2009 • AVCI, FXI, PGJ
China: Exports vs. Domestic Demand, The Argument Rages
on May 08, 2009 • FXI, PGJ
Distortions in the Chinese Lending Environment
on May 03, 2009 • FXI, PGJ

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Latest Comments on Michael Pettis' Articles

Al-USA on What Rebalancing of Chinese and American Consumption?: Derryl wrote: " To revive the consumption levels that ultimately... more »
derryl on What Rebalancing of Chinese and American Consumption?: It's not just China that needs a more balanced distribution of the... more »
ObjectiveFunction on What Rebalancing of Chinese and American Consumption?: Sir, any idea what venue the bands are playing at Hampshire... more »
Mad Hedge Fund Trader on What Rebalancing of Chinese and American Consumption?: lks Zachary Karabell, president of River Twice Research, is one of... more »
ArthurK on Banking Concerns and Chinese University Rankings: China is very hierarchical, so I think it is more likely to follow... more »
ObjectiveFunction on Banking Concerns and Chinese University Rankings: Be interested to look over the next 20 years and see to what... more »
James Lewis on Banking Concerns and Chinese University Rankings: It is good to hear that Peking Uni is following a more balanced... more »
vamm on Banking Concerns and Chinese University Rankings: prof. pettis: green darkness. green with envy that you can work... more »
ErnestY on Banking Concerns and Chinese University Rankings: great article! i have always been intrigued by how the chinese... more »
vamm on Chinese Railways and Speculating Pig Farmers: my final comment on this particular entry. i realised, reading... more »
ObjectiveFunction on Chinese Railways and Speculating Pig Farmers: The jury is definitely out as to whether China's overbuilding... more »
vamm on Chinese Railways and Speculating Pig Farmers: thanks djackson. i knew the info must be out there... but i'm... more »
China Interest on Chinese Railways and Speculating Pig Farmers: I found the link that djackson refers to from Pivotal Capital:... more »
Nettligent on Chinese Railways and Speculating Pig Farmers: China spending its stilumus wisely on building a modern railways... more »
djackson on Chinese Railways and Speculating Pig Farmers: VAMM Here is a response not predicated on "richer"... more »

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