‘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....

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...

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...

“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...

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...

China’s credit cuts will send seismic tremors around the world
16th April 2014 by

Monday’s Interesting Quotes post highlighted how China’s leadership clearly recognise ...

Oil prices vulnerable to China property market fall
9th April 2014 by

Oil futures markets are a wonderful thing, in theory.  They are supposed to enable price discovery,...

Cement Shen’s $563m ‘Peach Blossom Palace’ bankruptcy
3rd April 2014 by

The sight above may become more familiar as China’s new leadership seek to burst the property ...

Demographics drive demand and fertility rates have fallen
25th March 2014 by

A major debate is underway in Eurozone financial markets about the imminent approach of deflation. ...

China’s lending problems begin to worry wider world – too late
19th March 2014 by

Suddenly, people are starting to talk about China and the risks it creates for the global economy....

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