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Cutting through the muddle on China’s monetary outlook,
Larry Brainard,
5 Mar 2010
Surprises are in store for the market |
TS View |
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Perspectives on residential housing prices in the BRICs,
Larry Brainard,
Deepak Gopinath,
Bo Zhuang,
26 Feb 2010
China is the only bubble, and it is about to deflate |
Chartbook |
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How to think about food inflation in India and China,
Deepak Gopinath,
19 Feb 2010
A problem with similar causes in the two countries but very different effects |
Economic policy and strategy |
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China’s exports on the rebound,
Larry Brainard,
Bo Zhuang,
19 Feb 2010
China is gaining market share in a broad range of products |
Trade and finance nexus |
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Perspectives on capital flows in the BRICs,
Larry Brainard,
Deepak Gopinath,
Bo Zhuang,
12 Feb 2010
Led by China, the BRICs continue to accumulate foreign reserves |
Chartbook |
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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 |
TS View |
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Assessing China’s energy demand,
Deepak Gopinath,
29 Jan 2010
Record oil and coal imports are misleading the markets |
TS View |
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Perspectives on food inflation in the BRICs,
Larry Brainard,
Bo Zhuang,
25 Jan 2010
*Trusted Sources has introduced chartbooks as a new component of the BRIC Themes service offering. These will be sent to you twice a month and will examine cross-BRIC themes.* |
Chartbook |
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The political fault lines that threaten the global economic recovery,
Larry Brainard,
14 Jan 2010
Souring US-China relations spell trouble ahead for the markets |
TS View |
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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 |
Economic policy and strategy |
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How China propels global food price inflation,
Deepak Gopinath,
17 Dec 2009
Already the world’s largest soybean importer, China will rapidly become a major importer of other grains as it is forced to abandon self-sufficiency |
TS View |
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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 |
TS View |
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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 |
TS View |
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Grains galore: Agricultural commodity update,
Deepak Gopinath,
17 Nov 2009
High stock levels provide a cushion but prices will remain volatile, especially for wheat and rice |
Commodities |
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Something is wrong with the global recovery story,
Larry Brainard,
13 Nov 2009
US monetary policy is undermining the dollar and spawning price bubbles in emerging economies |
TS View |
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Brazil battles the inevitable with the ineffective,
Larry Brainard,
3 Nov 2009
The new tax on capital inflows will boost volatility but not stem the Real’s long-term appreciation |
TS View |
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The China commodity bubble revisited,
Deepak Gopinath,
26 Oct 2009
Hard commodity prices are being sustained by speculative purchases, not by final demand |
TS View |
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The new geography of international finance,
Larry Brainard,
9 Oct 2009
Emerging economies are driving the transition to a new multipolar system |
TS View |
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Deflation and the BRICs,
Deepak Gopinath,
9 Oct 2009
Competition and overcapacity among Asian exporters will maintain downward pressure on traded goods prices, shifting the balance of risks towards deflation |
Trade and finance nexus |
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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 |
Economic policy and strategy |
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The TS View: Brazilian markets move into pole position,
Larry Brainard,
19 Aug 2009
Most investors missed the rally – get set for the rerun |
Trade and finance nexus |
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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 |
Global supply chain |
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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 |
Trade and finance nexus |
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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 |
Trade and finance nexus |
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Why China’s growth rebound will falter,
Larry Brainard,
Bo Zhuang,
30 Apr 2009
Sustained economic growth requires a new growth strategy, not economic stimulus |
Economic policy and strategy |
