jpe123

China: More Trade Tensions

Michael, First of all let me say Thks for all the great articles you publish. I have been living in China for a number of years and always find you're stuff very provocative and well thought out.

I think the cultural change required for a massive uptick in domestic spending in China is a generation away. This will be a slow process. And I don't believe the rest of the world can wait this long for the mercantilist(did I say that?) policies to end.

America Frets About the Economy as China Buys 'Stuff'

I have said for a long time that America will rue the day they viewed the rise of China as friendly. This is a dangerous country with an eye on global domination and we are supporting their every move.

China, Credit Spreads and Asset Allocation

There is a lot of evidence that China has always greatly managed their GDP numbers. No reason they would change now. They don't like to deliver bad news to the minions.

China Isn’t Losing Its Competitive Edge

Agreed on Rogers. He has been a doom and gloomer for 25 years. Finally got it right. He is a tool and hopefully pimpo is not fellating him