China’s economy continues to slow as lending curbs bite
19th May 2015 by

Everyone seems sure that China’s government is about to undertake major new stimulus.  Thus R...

President Xi says more to China’s economy than its growth rate
2nd April 2015 by

China’s economy has not had a good start to the year.  Central bank governor, Zhou Xiaochuan,...

China exports deflation to the West
4th March 2015 by

Unfortunately, the European Central Bank (ECB) does not read the blog, or yet subscribe to ‘The pH...

BRIJ auto sales head in different directions
19th February 2015 by

There has been a lot of wishful thinking over the past 15 years about the BRIC countries (Brazil, ...

How to survive the Great Unwinding of policymaker stimulus
27th January 2015 by

I was privileged to be interviewed by Merryn Somerset Webb, editor-in-chief of MoneyWeek (the UK...

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...

Rocky road ahead for global economy as chemical industry remains downbeat
6th January 2015 by

The chemical industry continues to be the best leading indicator that we have for the global economy...

China’s “wasted $6.8tn” highlights its new economic direction
2nd December 2014 by

Can you imagine your government publishing a report that showed $6.8tn has been wasted in “ine...

China plans $90bn spend on new “Silk Roads”
14th November 2014 by

I am just back from my first World Economic Forum meeting, having been invited to join its global c...

Winners and losers from the end of China’s property bubble
13th June 2014 by

As promised yesterday, the blog looks today at the potential Winners and Losers from President Xi Ji...

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