Framework to China GDP: It Can’t Outgrow 5%

Framework to China GDP: It Can’t Outgrow 5%

We suggest a very intuitive approach to quantify the GDP growth for #China using the Supply side economics framework.  Continue reading “Framework to China GDP: It Can’t Outgrow 5%”

Framework to China GDP: It Can’t Outgrow 5%

Why Markets Will Stabilize This Week

Why Markets Will Stabilize This Week

No matter how convinced we are about the upcoming global recession, a strong bounce in capital markets in almost all markets is coming. I hereby declare that we will have a notable bounce in Equities this week (Jan 12th).  I am talking about a tactical bounce. Continue reading “Why Markets Will Stabilize This Week”

Why Markets Will Stabilize This Week

Why Every 1% Drop in China’s GDP Hurts so Badly

Why Every 1% Drop in China's GDP Hurts so Badly

While economists and financial journalists debate largely irrelevant decimals of a China missing or hitting GDP growth target by 0.1% let’s illustrate why the downshift to a more sustainable growth would be so painful.  Continue reading “Why Every 1% Drop in China’s GDP Hurts so Badly”

Why Every 1% Drop in China’s GDP Hurts so Badly