China's Economy: Everything Looks Great, Yet Many Reasons for Disquiet [View article]
This column is right on. Central planners have them buying, buying and buying to support an expansive mandate. When demand cools they are in deep trouble.
How International Finance Affects Emerging Markets [View article]
Thank you David for finding Michael Pettis for me. I cannot say I understand everything he says, but the Chinese economic information is far more than I had been able to assemble myself.
Global Inflationary Pressures Likely If Yuan Unties From Dollar [View article]
Hi - Making claims like "Global inflationary pressures are likely if the Yuan unties from the Dollar" would be more acceptable if there were some reason explicitly supporting such a claim. - Doug
China's Economy: Everything Looks Great, Yet Many Reasons for Disquiet [View article]
Latest PBoC Reserve Numbers Leave Many Unanswered Questions [View article]
6 Themes Affecting the Global Economy [View article]
Thanks.
Doug
How International Finance Affects Emerging Markets [View article]
Global Inflationary Pressures Likely If Yuan Unties From Dollar [View article]