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Jun
19th
Sun
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China Financial Markets » How to become virtuous and save more

This is an exceptional essay to understand global imbalances and consequences of capital and trade flows.
Tags: US   china   germany   spain   euro   trade balance   economics  
1 note   Comments (View)
Apr
14th
Thu
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This cost [of maintaining the dollar’s status as reserve currency] comes as a choice between rising unemployment and rising debt.
— Michael Pettis via FT.com / Comment - America must give up on the dollar
Tags: US   dollar   reserve currency   government debt   economics   china  
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Mar
15th
Tue
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He believes the uneven sex ratio can explain half of the increase in private saving between 1990 and 2005. He explained that the marriage market is becoming very competitive with so few girls. Chinese parents want to accumulate as much wealth as possible to ensure that their son can attract a wife. It is also important to provide sons with the best education possible. A competitive marriage market means that members of the disadvantaged gender must raise their game, which in China means greater wealth and education.
— Trade: The sex trade imbalance | The Economist
Tags: china   trade balance   economics   demographics  
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Mar
11th
Fri
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China overtakes US as German export destination

China overtakes US as German export destination

Tags: germany   china   EU   export   trade balance  
10 notes   Comments (View)
Jan
6th
Thu
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This Is What The World Is Going To Look Like In 2050

Slides from HSBC by country on demographic trends and their impact on the economy.
Tags: economics   demography   russia   china   brazil   india   US   japan   italy   germany   france   uk   canada  
3 notes   Comments (View)
Jan
5th
Wed
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Ghost towns of China: Satellite images show cities lying completely deserted | Mail Online

More shots of China real estate madness.
Tags: china   real estate   finance   economics   bubble  
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Nov
21st
Sun
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US trade deficit: total and vs China Source: SocGen Presents Its Vision For The Future In Several Pretty Charts | zero hedge

US trade deficit: total and vs China

Source: SocGen Presents Its Vision For The Future In Several Pretty Charts | zero hedge

Tags: trade balance   US   China   economics  
1 note   Comments (View)
Oct
21st
Thu
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FT.com / Markets / Insight - Emerging markets at risk from a gigantic bubble
Tags: finance   japan   china   US   global imbalances   germany   trade   economics  
1 note   Comments (View)
Oct
14th
Thu
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China wants to impose a deflationary adjustment on the US, just as Germany is doing to Greece. This is not going to happen. Nor would it be in China’s interest if it did. As a creditor, it would enjoy an increase in the real value of its claims on the US. But US deflation would threaten a world slump.
— FT.com / Columnists / Martin Wolf - Why America is going to win the global currency battle
Tags: economics   US   China   Germany   Greece   dollar   trade balance   foreign reserves  
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