Category Archives: China

How Xi Jinping Went From Feeding Pigs to Ruling China

How did Xi Jinping go from being a provincial politician to China’s paramount leader in such a short period of time? In this Bloomberg Profile, we look at the life of China’s 7th President and his campaign against dissent. ———- … Continue reading

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QOTD: President Trump, The Risk Taker?

Context:  China’s Americanologists trying to understand President Trump’s North Korea policy : “There is a major debate in the US right now about whether the US president is really a risk taker or just playing a risk taker,” said Mr Harold. … Continue reading

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COTD: Emerging Markets Are The Future

In case you missed it,  emerging market and developing economies, based on purchasing power partity international dollars, now exceed the advanced economies (AEs).  They crossed the Rubicon in 2007 and even excluding China will exceed in the AEs next year … Continue reading

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FOMC: A Big Double Cheese Non-Burger

Monetary policy history made today. The  Federal Open Market Committee (FOMC)  confirmed it would begin its long-awaited quantitative tightening (QT). In October, the Committee will initiate the balance sheet normalization program described in the June 2017 Addendum to the Committee’s … Continue reading

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China’s Communist Party Structure

We noticed today  someone tweeted an old post from our blog from way back when.  It has an excellent graphic of the structure of China’s Communist Party and its leaders that were selected after the last Party Congress in 2012. … Continue reading

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COTD: China Levers Up As ROW Does Opposite

We knew that credit expansion is the mother’s milk of economic growth,  but even this chart surprised us.   The global nominal private non-financial debt level x/ China has been flat since 2008.   As in flat in nominal terms not as … Continue reading

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Week In Review – September 15

Global Stock Indices Good week for stocks. Major U.S. major indices closed at record highs.   Brazilian stocks at new highs as traders remain confident President Temer will implement market reforms even though he faces a second round of corruption … Continue reading

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Shanghai Breakout

Man, emerging market equities are in total beast mode. The emerging markets index MSCI Ishares ETF (EEM) is up almost 30 percent on the year.  Turkey and Argentian up almost 40 percent.  India,  Brazil, and Korea almost 20 percent. Emerging … Continue reading

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China Obsessed With Wealth Effect

We discussed the increasing role of the “wealth effect” in U.S. monetary policy and a key driver of aggregate demand in out last post,  The Gold-Bond Correlation And Other Macro Observations. Nothing compared to China, however. Why are investments so … Continue reading

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QOTD: AI And China

China recognizes that AI will be critical to its future “comprehensive national power” – The Diplomat

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