china rebalancing

Previously the engine of relatively efficient growth, it looks like the private sector has given up in China. Investment by private companies went negative in June and decreased another 0.6 ...

Chinese Chairman Xi Jinping seldom comments directly on the economy. Instead, he lets his premier, Li Keqiang, do the ...

  Any kind of improvement will have to start somewhere. For the Chinese economy, the starting point is ...

Financial markets usually take a shorter term view and focus on things like quarterly economic growth, the exchange ...

Not a day goes by without talk and commentary about China's debt situation. Yesterday, it was Société Générale's ...

By now most people have realized that China is, one, addicted to debt and, two, its debt addiction ...

On the surface, things are quite straight forward: China has been growing fast thanks to a historic expansion ...

Let's start with the facts: During the first quarter of 2016 and during a time when the Chinese ...

Every economy has themes. For the Chinese economy, the only theme up until recently was rapid growth. First ...

Diana Choyleva has covered China for Lombard Street Research pretty much since she left university more than a decade ...

The good news first. The slowdown in the Chinese economy and lower commodity prices mean more money for ...

Reforms are good. In China, at least, they recall the policies of reform and opening up that began in ...

China allowed the world to catch a breath on Friday. Chinese stocks rose 2 percent and the central ...

One thing leads to another.

The Chinese regime still has considerable power over the markets. After a 7 percent crash of the Shanghai ...

Not because of new year's resolutions.

Yes it was. We will remember 2015 as a historic turning point for China—and the world.

What factors are important for an economy to succeed? Interest rates? Taxes? Property rights?

Regarding the capability to innovate in China and India, the proverb "necessity begets ingenuity" rings true. At least according to ...

In the third quarter of this year, China Beige Book's survey of thousands of companies provided a glimmer ...

China is growing fond of currency baskets. After the International Monetary Fund (IMF) added the yuan to its ...

The real number of China's GDP growth will remain a mystery. There are some other official numbers, however, which ...

In economics, nobody likes it but everybody has to live with it: uncertainty. It makes business decisions difficult and wreaks ...

We know China's economy is slowing down. We know China is devaluing its currency. But what happens on the ground? ...

Exports, manufacturing, and investment in China are slowing down. So everyone who still believes the Chinese growth story ...

The Chinese saver-consumer is supposed to take over from the debt-ridden American consumer—but that won't happen anytime soon.

Just a few more cuts to join the zero interest rate club.