China’s economy: It might not be boom, but it ain’t gloom and doom
In our most recent Red Paper ($25 or free for Access members), we presented ten scenarios…
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Against consensus: China’s economy in 2019 might be okay
Speaking to the gathered worthies of Davos, China’s Vice President Wáng Qíshān 王岐山 today expressed confidence in…
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The markets and the advance of the state
It’s worth contrasting state media’s drumbeat of “reform and opening up” with this cartoon from exiled satirist Rebel Pepper,…
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Stimulus — $195 billion, and what do you get?
The answer, as the old song goes, is “another day older, and deeper in debt.” Bloomberg
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A change in the economic weather?
Are economic storm clouds building above China? Here are some news stories from the last few days: …
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Sinica Podcast: Yukon Huang, the China economy contrarian
This week’s Sinica is now live. Listen to it here. Yukon Huang thinks that China’s economy is extremely unconventional. Unsurprisingly, then, that…
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NEXT CHINA: A conversation with Stephen Roach about macroeconomics in China
We spoke with Stephen Roach, senior lecturer at Yale’s School of Management and former chairman of Morgan Stanley Asia,…
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Sinica Podcast: Stephen Roach on the unhealthy economic codependency of China and America
This week’s Sinica Podcast is now live. Stephen Roach is a senior fellow at Yale University’s Jackson Institute for…
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The pessimists have always been wrong
Arthur Kroeber is one of the most perspicacious observers of China’s economy….
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‘Cracking the China Conundrum’ makes bold claims about the nature of China’s economic reality
Book review: Cracking the China Conundrum: Why Conventional Economic Wisdom Is Wrong, by Yukon Huang (Oxford University…
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Rise of the 10 ‘new economy’ industries
One-third of China’s economic input may soon be driven by “new economy” industries, Caixin reports….
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Mixed signals and long-term anxiety over China’s economy
The New York Times reports (paywall), “In a survey released by Bank of America-Merrill Lynch, fund managers…
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A former policeman makes millions from a gay dating app, and China seizes an American underwater drone
TODAY’S TOP STORIES An app for China’s pink economy The New York Times has published a profile of Ma…
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Chinese millennials in debt, plus China’s market economy debate
TODAY’S NEWS STORIES The end of China’s high savings rate China’s high household savings rate has been an economic fact…
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