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Apr 30 2015
As Beijing rolls out further stimulus policies, the question is being asked “Has China joined the global QE battle?”
China And Reserve Currency Aspirations
Apr 16 2015
Beijing has announced its intention to make the renminbi a fully convertible currency this year, but analysts believe this is an ambitious target.
China: The New Normal Will Not Be 7% Growth
Mar 09 2015
The Chinese government would be foolish to think 7% GDP growth is the new floor, or the economic transformation is finished, argues GaveKal’s Andrew Batson.
China Landing: Not Hard, Not Soft, But Long
Nov 21 2014
AllianceBernstein argues structural reforms and targeted stimulus will prevent a hard landing for China’s economy but nonetheless ensure a long landing.
Is Chinese Property Headed For a Japanese-Style Bust?
Oct 13 2014
As Chinese property prices continue to decline, much comparison has been made to the Japanese property bust of the 1990s which sent Japan into its lost decade. But is this comparison justified?
The Culprits Behind The Chinese Housing Correction
May 26 2014
Analysts from GavekalDragonomics debate the questions of what is causing China’s property downturn and just how bad can it get.
The Outlook For Chinese Growth In 2014
Nov 27 2013
Most, but not all brokers anticipate a slight moderation in Chinese GDP growth next year as immediate policy tightening and longer term reform measures take effect.
Asia Building A Stable Economic Growth Base
Nov 07 2013
Chinese hard landing fears have diminished, and while China has consolidated at a less runaway growth rate the Asian zone economy in general is broadening and exports to Europe are no longer falling. But beware the Fed.
Emerging Markets Are Stifling Confidence
Aug 22 2013
Jonathan Barratt of Barratt’s Bulletin discusses the implications of this week’s severe Fed-related stock market sell-offs in India, Indonesia and Thailand.
Don’t Panic, Asia Grinding Ahead
Jul 08 2013
Recent PMI numbers from China have sparked nervousness but DBS suggests amidst the volatility, Asian growth is slower but on a steady upward trend.
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