Sep 28, 2015
The best-known China bear says the emperor is not yet naked, but getting there.
Feb 18, 2016
The current bout of exchange rate anxiety is really just a symptom of the fact that China’s transition from an export-led growth strategy to one propelled by domestic consumption is proceeding far less smoothly than hoped.
Dec 7, 2015
There is a deeper story to be told about the inclusion of the Renminbi.
Dec 10, 2015
With the RMB in the SDR, careful progression in China could balance the international monetary system.
Dec 2, 2015
“Governments propose, markets dispose,” as Charles Kindleberger liked to say.