First published: Financial Times, 06/08/2013
Deflation looms as Beijing rebalances economy
Developed country equity and credit markets snapped back quickly after the Federal Reserve tapering wobble a few weeks ago.
Letter: China is facing political turbulence as well
First published: Financial Times, 03/07/2013
From Mr George Magnus.
Markets Insight: China’s Ponzi credit boom faces crunch
First published: Financial Times, 24/06/2013
PBoC’s resolute position is both good and bad news
Skittishness in global finance about the Federal Reserve’s intention to start “tapering” its asset purchases has been joined by rising angst about a credit crunch in China.
China’s national problems start in local government
First published: Financial Times, 20/05/2013
The structural slowdown in China’s economy is starting to cause waves in Beijing,
Rising dollar marks big investment shift
First published: Financial Times, 18/03/2013
Investors have come to regard a weak US dollar as an essential part of the low real rate,
China is losing its manufacturing lead
First published: Financial Times, 13/09/2012
China’s leaders are in the throes of an unusually edgy transition.