‘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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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 ...

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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,...

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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 ...

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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. ...

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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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