Michael Pettis

Archive

03/03/2014 Will Emerging Markets Come Back? Article
01/29/2014 The Case for China’s “Long Landing” of Much Slower but Healthier Growth Article
01/07/2014 Will the Reforms Speed Growth in China? Article
12/20/2013 Monetary Policy Under Financial Repression: China's Long-Term Outlook Article
12/09/2013 The Politics of Adjustment Article
11/25/2013 When Are Markets “Rational”? Article
11/08/2013 Will Debt Derail Abenomics? Article
10/22/2013 Hidden Debt Must Still Be Repaid Article
09/24/2013 Revisiting My 2011 Predictions Article
09/04/2013 Why China Will Average 3-4% Growth Over the Next Decade Article
08/16/2013 The Chinese Urbanization Fallacy Article
08/07/2013 The Changing Debate Over China’s Economy Article
07/10/2013 Beijing’s New Leaders Are Right to Hold Back Article
06/10/2013 How Much Investment Is Optimal? Article
05/23/2013 Excess German Savings, Not Thrift, Caused the European Crisis Article
05/10/2013 China: The Ten Year Adjustment Process to Slower Growth Article
04/29/2013 Feedback Loops Article
04/11/2013 The Challenges for China’s New Leadership Article
03/22/2013 When Do We Call it a Solvency Crisis? Article
02/21/2013 A Brief History of the Chinese Growth Model Article
02/14/2013 10 Things to Watch for 2013 Article
01/15/2013 Recognizing the Need for Economic Adjustment Article
12/28/2012 The IMF on Overinvestment Article
12/04/2012 Three Cheers for the New Data? Article
11/20/2012 Is There An Asian RMB Bloc? Article
10/29/2012 When the Growth Model Changes, Abandon the Correlations Article
10/08/2012 How to be a China Bull Article
09/28/2012 Can China Increase Export Competitiveness? Article
08/27/2012 China’s Debt Problem Article
08/17/2012 Has the Great Rebalancing Already Started? Article

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