China: Slower FAI Growth Is Evidence of Rationality, but Will Not Last
China's FAI decelerated to 9.6%YoY growth for Jan-May 2016, suggesting a sharp moderation to 5.9% YoY growth for May 2016 alone. Industrial growth...
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Newsflash: United States to Receive USD 38 Billion RQFII Quota for Investments in China
The quota allocation – the first of its kind awarded to the United States – was announced on June 7, 2016 by Yi Gang, Deputy Governor of the...
246 Views
China: Structural Reforms Mean Pain; Trade Disputes Could Rise
Manufacturing remains in trouble despite stimulus: The Caixin manufacturing PMI fell to 49.2 in May 16 from 49.4 in April while the official PMI...
347 Views
EM Macro Insights:Â As Policy Makers Focus on Growth Inflationary Pressures Build
Growth remains the main topic of conversation in the financial markets and among economists. But inflation is slowly surely becoming an equally...
348 Views
China: Globalizing Its Imbalances, Part II: FAI And "Secular Stagnation"
The global "investment drought" (which underlies "secular stagnation") is directly traceable to China's two-decade-long investment binge. China's...
322 Views