Making sense of emerging markets

China

* Watch China’s 10 days in March, 5 Mar 2010
Politics/governance
* China’s policy tightening already well under way, 26 Feb 2010
Macro policy
* China’s exports on the rebound, Larry Brainard, Bo Zhuang, 19 Feb 2010
China is gaining market share in a broad range of products
Macro policy
* Scaling China’s monetary mountain, 8 Feb 2010
Macro policy
* Making sense of China’s loan crunch, Larry Brainard, 5 Feb 2010
An export rebound is driving China’s decision to exit its monetary stimulus
Macro policy
* China’s power grid investment strategies remain unresolved, Larry Brainard, Dian Qu, 4 Feb 2010
Disputes between grid companies and end users may be delaying new investments
Infrastructure/industry
* Bluster from Beijing, 3 Feb 2010
Politics/governance
* Chiwan: Prospects and pitfalls of the cross-Strait rapprochement, Jonathan Fenby, Chieh-Ju Liao, 15 Jan 2010
Why Taiwan is going to have to bend
Politics/governance
* Beyond the Google threat, 13 Jan 2010
Politics/governance
* China flexes its muscles, 4 Jan 2010
Politics/governance
* How China will manage the real estate bubble, Bo Zhuang, Larry Brainard, Jonathan Fenby, 17 Dec 2009
Supply-side expansion and elimination of policy incentives will be used to keep a lid on property prices
Infrastructure/industry
* China takes stock for 2010, 8 Dec 2009
Macro policy
* China’s electric cars: Temper high-voltage excitement, Dian Qu, 8 Dec 2009
China’s electric car future is a distant prospect
Innovation/development
* How China will trigger the next dollar crisis, Larry Brainard, 3 Dec 2009
China’s increasingly assertive push back against Western pressures for economic policy changes will undermine the dollar
Macro policy
* How political caution impedes China’s reforms, Jonathan Fenby, Bo Zhuang, 25 Nov 2009
Hu plays safe to guard his legacy
Politics/governance
* Why China is not yet ready to be a global power, Deepak Gopinath, 25 Nov 2009
Beijing is too self-interested and insecure to take on the mantle of global leadership
Macro policy
* China’s car industry: Navigating the potholes, Jonathan Fenby, Dian Qu, 6 Nov 2009
The problems masked by the sales boom
Infrastructure/industry
* China’s New Rural Pension Scheme, Larry Brainard, Bo Zhuang, 29 Oct 2009
China takes an important step toward a new domestic demand-focused development strategy
Consumer/agriculture
* China’s aviation industry takes off, Jonathan Fenby, Chieh-Ju Liao, 23 Oct 2009
Government targets manufacture of 200-seat airliners
Infrastructure/industry
* CHINA: China's way with protests, Jonathan Fenby, Chieh-Ju Liao, 8 Sep 2009
Buying off trouble
Social stability
Property: China’s best option to counter the coming slowdown in growth  Property: China’s best option to counter the coming slowdown in growth, Larry Brainard, Bo Zhuang, 7 Sep 2009
Property comes into focus as the lynchpin of the government’s efforts to sustain rapid growth
Macro policy
* The politics behind China’s economic outlook, Jonathan Fenby, 27 Aug 2009
Hu fights back
Politics/governance
* Endgame for the China-led commodities boom, Deepak Gopinath, 7 Aug 2009
With Chinese restocking largely complete and few signs of a sustainable G3 recovery, many hard commodities are poised for a fall
Macro policy
* China’s high-stakes Asian challenge, Larry Brainard, Bo Zhuang, 23 Jul 2009
Hopes that China’s economic rebound will buoy Asian economic recovery and spur regional economic integration are misplaced
Macro policy
* BRAZIL-CHINA: Love match or clash of titans?, Elizabeth Johnson, Larry Brainard, 14 Jul 2009
Despite the impressive growth of trade a rocky road lies ahead
Macro policy