Japan May Be About to Bring Its Money Home
For decades, Japan has quietly financed a significant portion of the global financial system. Its pension funds, insurers and institutional investors have channelled trillions of...
Tag: deflation
China’s Reflation Was Imported Through the Strait of Hormuz
China has finally escaped deflation. Unfortunately, it did not do so through a heroic revival of domestic demand, a consumer renaissance, or the sudden rediscovery...
China is becoming a new “Japanese deflation case”
China’s economic woes deepen as deflation takes root, posing an urgent threat to the prospects of the world’s second-largest economy. Despite the government’s attempts to...
Chinese Banks at the Heart of the Recovery Plan
Chinese state banks are following the path set by the Chinese party, devoting a significant portion of their energy and margin to boost domestic consumption....
China is more important than ever
China’s economy was expected to drive a third of the world’s economic growth this year, which is why its dramatic slowdown in recent months is...