Is Japan-style Deflation Coming to China?

China’s real-estate sector is buckling under the weight of falling prices, a huge and growing inventory of unsold units, and highly indebted developers. Add to that slowing GDP growth and falling inflation, and a prolonged period of stagnation and deflation, triggered by a property-bubble collapse, seems increasingly likely. Read More Here

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The Long Reach of China’s Demographic Destiny

Although China is on the verge of escaping the dreaded “middle-income trap,” it is aging fast and facing significant economic headwinds as a result. After underpinning the unbalanced and ultimately self-destructive economic relationship with the United States for decades, the one-child policy will continue to exact a toll. Read More Here

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Russia’s New Rasputin

The chief of the feared Wagner Group, Yevgeny Prigozhin, has been attacking Russia’s top military brass and warning that ordinary Russians, increasingly frustrated with the lack of progress in the Ukraine war, could revolt. Is Russian President Vladimir Putin’s regime in real danger? Read More Here

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