The blog’s 7th birthday
30th June 2014 by

Who would have believed the blog would still be here, 7 years after it began with a post from Thaila...

EU auto sales stagnate as unemployment remains near record
27th June 2014 by

The good news about EU auto sales, as the chart shows, is that they have stabilised above last year&...

China GDP reports remain “man-made and therefore unreliable”
26th June 2014 by

The blog got 54.8m results from Google when it entered the phrase “China GDP” this week...

Oil will be left in the ground, as gas gains energy market share
25th June 2014 by

The annual BP Energy Statistics publication is a treasure trove of information for anyone intereste...

US housing markets will never be the same again
24th June 2014 by

US housing markets will never be the same again.  That’s the conclusion of a new analysis by ...

‘Bubble, bubble, toil and trouble’ as China, West’s policy diverge
23rd June 2014 by

Sometimes its good to take a step back from the day-to-day markets, and focus on the bigger picture....

Toilet provision key to Modi’s success in India
20th June 2014 by

As the blog discussed last week, it seems that a new type of leader is starting to emerge in some of...

China’s earthquake opens fault-lines in debt-fuelled ‘ring of fire’
19th June 2014 by

We can all hope that China’s ‘collateral trade’ turns out not to be as big a probl...

Qingdao probe the ‘straw on the camel’s back’ for world markets
18th June 2014 by

The blog’s new Research Note in the ‘Your Compass on China’ series highlights the way tha...

China’s commodity imports have financed its property bubble
17th June 2014 by

Today, the blog launches a major new Research Note in the ‘Your Compass on China’ series...

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