Polyethylene, shadow banking and China’s ‘collateral trade’
22nd July 2014 by

The blog’s latest post for the Financial Times, published on the BeyondBrics blog is below. By Pa...

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$20tn US, China stimulus and lending – but recovery elusive
21st July 2014 by

Despite all the positive headlines, the world’s two largest economies have failed to deliver...

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The €2bn WiFi company that wasn’t
10th July 2014 by

Blog readers often travel a lot.  And they certainly use WiFi.  So here’s a question: Q.  D...

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Do you know where your polyethylene is in China?
8th July 2014 by

In the late 1970s and early 1980s, New York Mayor Ed Koch fronted a series of public service TV comm...

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Will 2014 be a repeat of 2008, but worse?
7th July 2014 by

Will 2014 turn out to be a repeat of 2008 for the US economy? 6 years ago, after all, not a single ...

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‘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....

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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...

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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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“Investors retreat as deflation fears rise”
19th May 2014 by

The blog’s important eBook, ‘Boom, Gloom and the New Normal: How Ageing Western BabyBo...

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Geopolitics lead to Boom/Gloom Index tumble after record high
5th May 2014 by

The IeC Boom/Gloom Index (blue column) proved its value again last month.  It shot to a new record...

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