The world will be listening to Xi Jinping at Davos
Xi Jinping is the first Chinese president to speak at the Davos World Economic Forum. This visit has attracted even greater international media attention than the normally high levels of interest in a...
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Trump's consequences for the US economy explained in 3 charts
There has been much discussion on the likely effect of Trump on the US economy. But some of this discussion fails to distinguish clearly between short term and long term effects of Trump. This can lead...
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2016's economic data shows the claim of US 'strong economic recovery' was a myth
The publication of official US economic data for 2016, which shows only 1.6% US GDP growth for the year, and only 0.9% per capita GDP growth, clearly demonstrates two things:The major global economic...
View ArticleThe damaging blind alley of US protectionism
The following article deals with the costs to the US economy of protectionism. The specific case it deals with is protectionism in relation to China. However the arguments apply to all strategies based...
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What China achieving 'moderate prosperity' means for China and the world
China's recently concluded "two sessions," the National People's Congress and the Chinese People's Political Consultative Conference, reaffirmed China's strategic medium term goal to create a...
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The economic logic behind Trump's foreign policy - why the key countries are...
This article was published in Chinese before the recent summit between Chancellor Merkel and President Trump - which strongly confirmed its analysis.The first steps by Trump as US President confirmed...
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Why the 'Belt & Road' region will be the main locomotive of the world economy
The importance of the Belt and Road (B&R) summit for China and participating countries is well known. What is not so widely grasped is that the B&R region is now by far the most powerful...
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Why the US economy remains locked in slow growth
SummaryThe latest US economic data confirms the US remains locked in a prolonged period of slow growth with major consequences for geopolitics and destabilising consequences for US domestic politics....
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G20 summit highlights new stage of China’s international ‘thought...
The Hamburg G20 summit will come in a year which has seen a new stage in China’s global impact. Ever since the international financial crisis the growing objective weight of China’s economy in the...
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Trump's economy - cyclical upturn and long term slow growth
It is crucial for both economic and geopolitical perspectives to have an accurate analysis of trends in the US economy. The publication of the latest revised US GDP figures is therefore important as it...
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China Faces Slower Western Growth than in the Great Depression
Introduction - the situation in the global economy since 2008 China is used, after repeated experiences, to the ‘China is in/about to enter a deep crisis/hard landing’ genre in sections of the Western...
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China's GDP data destroys 'hard landing' myth - again
China's latest economic dataChina's recently-published second quarter 2017 GDP data showed solid growth in regard to all key indicators. Year-on-year:GDP rose 6.9 percent;Industrial value-added rose...
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New Economic Data Confirms Disorientation of US China Analysts
The IMF published this week the update of its projections for the main countries in the world economy for this year and next. This showed:Upgrading of predicted growth in China in both 2017 and...
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China's Economy is Growing Three Times as Fast as the US
Publication of US GDP for the 2nd quarter of 2017 means data is now available for both China and the US for the first half of this year. This allows a systematic comparison of the performance of the...
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The ‘Anglo-Saxon’ Political Crisis - from Reagan & Thatcher to Trump & Brexit
Every day the media reports deepening political destabilisation gripping both major ‘Anglo Saxon’ countries - the US and UK. Most important for the world, of course, is US political instability where...
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Economic Growth & Human Well Being - the Example of China
The following article analyses in detail the relation between economic growth and human well-being. Its focus is a comparison of China with developing and advanced economies. However the key principles...
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China's increasing impact in Central and Eastern Europe
The Financial Times carried on 27 November a long article on China's increasing impact in Central and Eastern Europe under the self-explanatory title 'Eastern Europe’s China pivot'. Unfortunately for...
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The West’s ‘new mediocre’ and the rise of China’s economics
In a recent article ’The Arrival of the Century of Chinese Economics’ Justin Yifu Lin argued that the centre of world theoretical economics would pass to China: ‘I also made a prediction... in the 21st...
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Collection of Articles by Subject
A collection of my articles organised by subject (economic policy. foreign policy etc) is at my website 'Learning from China'. This makes it easier to find articles. That website also contains short...
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New turbulence on US financial markets shows the limits on US growth under...
On Friday 2 February sharp turmoil, which had been building for some time, shook US financial markets.The driving force was the continuing sharp rise in US Treasury Bond yields, that it the interest...
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