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July 18, 2007

China
$136 billion here, $131b there and pretty soon you are talking about real money …

China announced that it added $130.6b to its reserves in the second quarter, only a bit smaller than the $135.7b it added in the first quarter.  Most of the increase was real: if China had 5% of its …

chinese_holdings_of_us_debt

October 15, 2007

China
Economy: Continuing Calls for More Democracy in China As Party Congress Begins

CFR’s Elizabeth C. Economy says there are increasing calls for more democracy in China and the Communist Party Congress will have to deal with who will become the so-called “fifth generation” of Chin…

November 26, 2007

Financial Markets
Oil math

I loved the FT.com’s interactive oil map – particularly the graph showing the global flow of oil. I was also impressed by Qing Wang’s analysis of the impact of rising oil prices on China.   China …

March 5, 2008

China
What can not go on forever seems to be going on forever: China’s amazing January reserve growth

Let’s just say that Wang Qishan has his work cut out for him.Reuters reports that China’s reserves increased by $61.6b in January alone. That is a stunning sum. $60b is roughly the size of the US m…

April 27, 2008

China
What keeps Zhou Xiaochuan up at night

Friday’s Lex column highlighted the possibility that China’s real reserve growth may be far higher than the published increase in its reserves – and thus a lot more hot money may be flowing into Chin…

china_hot_money_april_08_1