Oxstones Investment Club™China’s recent debt buildup following the Covid-19 pandemic has researchers from the Federal Reserve Bank of New York wondering if the country […]
Forget the trade war: China’s economy has other big problems
China is riding out the trade war so far but its economic troubles run deep and could escalate rapidly if […]
Why ‘The China Hustle’ is a finance documentary all U.S. investors need to see
In the new documentary, “The China Hustle,” there’s a moment when Dan David, a whistleblower and activist short-seller, returns home […]
Red/Yellow Lights Turn to Green As China’s Economy Bounces Back
By Calamos Investments,
Does It Matter If China Cleans Up Its Banks?
By Michael Pettis I’ve always thought that Shirley Yam of the South China Morning Post has a great nose for […]
Will China’s new “supply-side” reforms help China?
It wasn’t enough that we started 2016 with one of the worst weeks in the recent history of Chinese […]
China’s Trilemma—and a Possible Solution
By Ben Bernanke, Brookings Institute, China’s central banker, Zhou Xiaochuan of the People’s Bank of China (PBOC), and other top […]
The Big Picture
By John Mauldin, By Neil Howe, I’ve been a bit slow in bringing good friend Neil Howe’s predictions for 2016 […]
How to Invest in a Slowing China World
by Bryce Coward of GaveKal Capital Yesterday we gave three reasons why the stabilization seen in China over the last […]
China’s Fragile Evolution
By Rodger Baker andJohn Minnich Last week, China’s anti-corruption campaign took a significant turn, though a largely overlooked one. The Supreme People’s […]