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China’s bifurcated commodity outlook,
Deepak Gopinath,
19 Mar 2010
Base metals go down and steel goes up while strategic stockpiling drives grains and crude oil higher | TS View |
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BRIC auto markets in transformation,
Larry Brainard,
Deepak Gopinath,
Bo Zhuang,
11 Mar 2010
Timely incentives for car purchases have buoyed economic growth in all the BRICs except Russia | Chartbook |
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Cutting through the muddle on China’s monetary outlook,
Larry Brainard,
Deepak Gopinath,
5 Mar 2010
| Strategy Monthly |
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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 | TS View |
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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,
Deepak Gopinath,
5 Feb 2010
An export rebound is driving China’s decision to exit its monetary stimulus | Strategy Monthly |
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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,
22 Jan 2010
Food inflation: Accelerating in China and India but falling in Brazil and Russia | Chartbook |
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The political fault lines that threaten the global economic recovery,
Larry Brainard,
Deepak Gopinath,
15 Jan 2010
| Strategy Monthly |
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How China will trigger the next dollar crisis,
Larry Brainard,
Deepak Gopinath,
4 Dec 2009
| Strategy Monthly |
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Something is wrong with the global recovery story,
Larry Brainard,
17 Nov 2009
| Strategy Monthly |
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Emerging Markets Judgment: The China commodity bubble revisited,
Larry Brainard,
Deepak Gopinath,
29 Oct 2009
Hard commodity prices are being sustained by speculative purchases, not by final demand | Strategy Monthly |
