May 8, 2018China
China's current account surplus is almost certainly about $100 billion larger than officially reported, and the falling current account surplus masks a persistent manufacturing surplus.
March 9, 2018China
China seems to be aiming to cut its (central government) fiscal deficit to around 2.6 percent of GDP. That’s the new target—down from a three percent target last year (UBS think the actual deficit in…
October 20, 2017China
Analysis of the September intervention proxies for China and q2 Chinese balance of payments data.
July 3, 2017China
Comments on an important new Federal Reserve Working Paper by Anna Wong
June 9, 2017Asia
Rachel Brown, Ashley Feng, Douglas Mo, and Gabriel Walker look at the top stories in Asia this week. 1. China brushes off U.S. pressure over detained activists. On May 31, New York-based NGO China…