An Evergrande default could reset the Chinese, and global, economy
19th September 2021 by

China’s economy has been ‘subprime on steroids’ since the financial crisis in 2008...

Read
Pandemic leads to ‘baby bust’ as births decline in most countries
18th April 2021 by

A year ago, many were suggesting the lockdowns might produce a “baby boom” as couples sp...

Read
China’s dual circulation policy aims to reduce debt reliance
14th March 2021 by

Every now and then, people wake up to the fact that debt is only good news when it adds to growth. O...

Read
“They may ring their bells now, before long they will be wringing their hands”
15th March 2020 by

The wisdom of Sir Robert Walpole, the UK’s first premier, seems the only possible response to ...

Read
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...

Read
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...

Read
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...

Read
Prime Beijing house prices drop 40% since December
4th June 2014 by

China’s property market is the epicentre of the global debt bubble discussed yesterday.  It ...

Read
China’s PTA, PVC exports jump as it moves to preserve jobs
26th May 2014 by

To assume, as they say is “to make an ass out of u and me”.  That was certainly the cas...

Read
China auto sales depend on lending and property bubble
22nd May 2014 by

The above chart is the blog’s simple guide to forecasting China’s auto sales.  We know ...

Read
Jump to page: