Some of the BRICS are looking rather worn just as some emerging emerging markets are taking off
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...The next macro event that will drive stocks? My bet is on announcements of new stimulus efforts from China
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Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...What will it take to turn pessimism around on China?
Incremental moves by the People’s Bank and China’s central government haven’t been enough to to convince investors that the growth slump in the Chinese economy is about to end
Current crisis exposes weakness in China’s economic system
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Bit by bit China continues to roll out a low-key stimulus package
More evidence that this time around China’s stimulus package will be ad hoc and low key—the opposite, in many ways, of the big fanfare $585 billion stimulus package of 2008. That doesn’t mean it won’t be effective, just that that it won’t constitute a second shock and awe attack on the China’s economic slowdown
China hasn’t faced a significant economic crisis since 1998-1999–could the country be on the verge of one now?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...The huge (bigger than Spain) banking problem nobody is talking about
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Despite the rumors, no coup in China–but no smooth leadership transition either
The rumors of a coup in Beijing are a sign of how nervous the country’s leadership is over the purge of Bo Xilai and a convincing demonstration of how quickly wild rumors can spread not just in spite of government censorship but also because of it. In the absence of any real news rumors get lots of room to grow.
It’s another day when economic news from China doesn’t mean what global markets think it means
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The battle over the direction of Chinese capitalism is just getting hotter
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