I strongly recommend the latest by Balls (in DC) and Dyer (in Shanghai). It covers both sides of the "does China's reserve management matter" debate.  But it gets two key points absolutely right: Chi…

Or maybe shifting dark matter watch. Via Barry Ritholtz comes news that increasing US investment (according to Mandel) in one key intangible asset - US brands - may be yielding diminishing returns.  …

 Stephen "current account deficits don't matter, at least not in the dollar zone" Jen is starting to sound a bit like Brad "Doom and Gloom caucus, trade deficit division" Setser. At least on China's …

I follow the data coming out of China pretty closely, at least for someone whose linguistic limitations crimp any long-term ambitions to be a professional China Watcher.     Not every article on Chin…