December 15, 2013

Dear President of China

Thomas Friedman, New York Times

The Associated Press

Dear President Xi, in recent years there’s been a tug of war inside the global investment community between those who think China is a bubble about to burst and therefore a “screaming short” and those who believe that China has big problems — but also big tools and smart leaders — and will find a way forward, even if at a more normal growth rate. I lean toward the second camp, but looking at some of China’s recent behavior I’m beginning to wonder: Maybe your system is more frail than I thought?

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December 10, 2013
Is China Repeating Germany's Mistakes?
Richard Gwyn, Toronto Star
China is displaying the same kind of ability to anger and alarm almost all its neighbors as the old Germany once did. more ››
December 10, 2013
China Is Failing Its Families
Joel Kotkin & Wendell Cox, New Geography
China's recent decision to reverse – at least in part – its policy limiting most couples to one child marks a watershed in thinking about demographics. Yet, this reversal of the 30-year policy may prove unavailing due... more ››
December 10, 2013
Think American Debt Is Bad? Try China
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China is amassing debt at a blistering pace. Since June of last year, more than 10 provinces and cities in China have loaded up on fresh stimulus plans that total up to 20 trillion yuan ($3.3 trillion), according to a recent... more ››
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Maybe he spoke up for China's interests once too often. more ››
December 11, 2013
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Auguste Comte, the father of sociology, famously said that demographics is destiny. China now has an ageing population. The National Bureau of Statistics estimates that by 2015 there will be some 200 million Chinese people over... more ››