We’ve been talking about China for a long time. Our thinking has been heavily influenced by the excellent work of Michael Pettis, Victor Shih,...
Truly incredible deck embedded below. Reminded me of a few notes from a meeting on the west coast last year: The Chinese equivalent of...
Wikipedia defines a Minsky Moment as, "a sudden major collapse of asset values which is part of the credit cycle or business cycle. Such moments occur...
After this week's Barron's Cover titled, China's Looming Credit Crisis, it's safe to say that the risks to the Chinese economy are well...
In our last post on Chinese Math, we discussed the implications of China's export and investment led growth model. To put this growth in...
A cyclical upturn in Chinese data around the turn of the year led the consensus to believe that China’s new leadership would generate...
They say everything is bigger in Texas. This week, at the Great Investors Best Ideas Investment Symposium in Dallas, I learned that statement...
We’ve been admittedly quiet on China of late, but it’s certainly not due to lack of material. In fact, it’s probably just the...
In a recent FT column, GMO’s Edward Chancellor claims, “It is too early to judge the legacy of China's 2009 stimulus. There are,...
