Monthly Archives: March 2012

Japan Adjusts

My preceding blog-post discussed the process whereby the undervalued renminbi and large Chinese trade surplus have begun to adjust in earnest, over the last three years. The adjustment in the Chinese trade balance is reminiscent of Japan with a 30-year … Continue reading

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China Adjusts

The world is waiting to see whether China has successfully achieved a soft landing, slowing down the economy from its overheated state of a year ago to a more sustainable rate of growth. Some China-watchers fear it could hit the … Continue reading

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