More in Emerging Markets

  • Jul. 13, 2012
    blog

    Incoming Chinese Premier: Don't Trust Our Economic Data

    I have been writing here for the past two years that China’s economic demise has been well underway since at least 2007. Further evidence of this comes from no one less than the soon-to-be-leader of the Communist Party. In a great piece at Bloomberg today, we learn from Li Keqiang- who will take over as Premier next year- that economic data is never to be trusted in China....More
  • Jul. 11, 2012
    blog

    The China Slowdown

    One of the interesting things in life is to read "news" sources knowing that they are talking about things that have already happened. Monday's USA Today had an article warning about a possible slowdown in China. The article quotes Premier Wen Jiabao as saying there is "huge pressure" on China despite stimulus measures. The premier and the article went on to discuss the potential for a further slowdown even though the economy is currently stable....More

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