China Roundtable with Robert Horrocks and Vitaliy Katsenelson

China’s recovery from the global recession has been sharp and striking, but we have been hearing different views on China’s recent economic performance.

China Roundtable with Robert Horrocks and Vitaliy Katsenelson

China’s recovery from the global recession has been sharp and striking, but we have been hearing different views on China’s recent economic performance. The skeptics argue that China has generated dangerous bubbles in its quest for growth amidst a slowdown in the developed world, its key market. The optimists point to China’s strong underlying growth dynamics and sound macro policies as fact

Related Articles

The Chinese Black Swan

Party rulers in China are trapped in a position that chess players deeply fear — zugzwang — where any ... Read more
Video from China/Japan Presentation and DC Trip

Video from China/Japan Presentation and DC Trip

I had been in DC a few times before but never really had time to see the city.  I took my almost-ten-year-old son Jonah with me on this trip, and we had an amazing experience.
China - The Mother of All Gray Swans / Japan - Past The Point of No Return

China – The Mother of All Gray Swans / Japan – Past The Point of No Return

Overcapacity + late-stage growth obsessive 1998 - 2008, economy grew at 10% a year. China's customers are overleveraged and are deleveraging.
Set the Bar High

Set the Bar High

The world today is riddled with unique economic, political, and demographic risks.  Finding attractively priced assets that will perform well in spite of these challenges is excruciatingly difficult.

Leave a Comment