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– The recently concluded Strategic and Economic Dialogue (S&ED) between the United States and China was a major disappointment. It lacked strategy at a time when...
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The A-List
– In early July, senior US and Chinese officials will gather in Beijing for the sixth Strategic and Economic Dialogue. With bilateral frictions mounting on...
The A-List
– The temptations of extrapolation are hard to resist. The trend exerts a powerful influence on markets, policymakers, households, and businesses. But discerning observers...
The A-List
– China’s currency, the renminbi, has been weakening in recent months, resurrecting familiar charges of manipulation, competitive devaluation, and beggar-thy-neighbor mercantilism. In mid-April, the...
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– “Isn’t it now time for China to abandon the concept of a growth target?” That was the question I asked Chinese Finance Minister...
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– Once again, all eyes are on emerging markets. Long the darlings of the global growth sweepstakes, they are being battered in early 2014....
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– Financial markets and the so-called Davos consensus are in broad agreement that something close to a classic cyclical revival may finally be at...
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– China was hardly lacking in policy pronouncements in the final months of 2013. From the 60-point reform program issued by the Central...
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– History will be the ultimate judge, but there is good reason to believe that China’s recently completed Third Plenum will come to...