There is little to suggest that innovation and technological progress are running out of steam, let alone slowing down. These are the most important determinants of that all-important metric: productivity. […]
Overall credit has jumped from $9 trillion to $23 trillion since the Lehman crisis. “They have replicated the entire US commercial banking system in five years,” she said. Chinese credit […]
These challenges can be distilled into one statistic: household consumption accounts for only around 38 percent of China’s gross domestic product. via Chinese economy rebalancing.
Société Générale’s EM strategy team, led by Benoît Anne, declares “the end of the bull market” in the emerging world, writing, “We no longer believe there is upside in emerging […]
“Every emerging market blow-up that I have seen was preceded by a rise in the dollar,” said Albert Edwards for Societe Generale.”Investors overlook how vulnerable these countries are to a […]
According to the World Bank, only one percent of China’s 560 million urban residents breathe air considered safe by EU standards. via The poison out of China.
Important consequences..
China is five-folding it’s domestic solar market in 2015, guess who the winners will be..
We don’t think so, but others do, so we kick some tires..
Less than you might think..