China’s collapsing stock market underlines need for New Normal reforms
28th July 2015 by

My latest post for the Financial Times, published on the BeyondBrics blog is below  | Jul 27 15...

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China’s new car market goes ex-growth as used car sales take off
2nd July 2015 by

My latest post for the Financial Times, published on the BeyondBrics blog is below |Jun 30 17:45...

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China’s lending, electricity consumption continues to slow
16th June 2015 by

‘Bad news’ seems to have become ‘good news’ as far as China’s economy ...

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China auto sales rise just 1% as New Normal slowdown bites
11th June 2015 by

The above chart was my Chart of the Year last December, under the title “China’s auto sa...

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Sinopec confirms move into China’s New Normal economy
25th March 2015 by

Sinopec, China’s largest chemical company, has just published its operating results for 2014....

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The great ‘Deflation Shock’ is coming closer
19th January 2015 by

  The world is about to be hit by a demand shock equivalent to 1973’s supply shock.  Yet...

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Budgeting for the Cycle of Deflation
4th November 2014 by

There is no “business as usual” scenario possible for the 2015-2017 Budget period.  Ove...

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The Great Unwinding of policymaker stimulus is under way
21st October 2014 by

The blog’s latest post for the Financial Times, published on the BeyondBrics blog is below.Oct 20...

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Great Unwinding sees prices tumble
20th October 2014 by

World markets have seen major falls since the Great Unwinding of policymaker stimulus began 2 mo...

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