Perfect Storm Sinking The Almighty Dollar

The “dollar-is-crashing” trade is the ultimate widow-maker. For decades, it’s confounded more punters than bets against Chinese stocks, Japanese debt and Hong Kong property combined. Yet might it soon pay off, finally, thanks to Donald Trump’s blunderbuss of a White House? The odds don’t favour it, at least for now. Read Here – Asia Times

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The Demise Of Dollar Diplomacy?

Pundits have been saying last rites for the dollar’s global dominance since the 1960s – that is, for more than half a century now. But the pundits may finally be right, because the greenback’s dominance has been sustained by geopolitical alliances that are now fraying badly. Read Here – Project Syndicate

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Selling Off The State In China

The good news is Xi is changing tack. Rather than just tossing more stimulus at the economy and stocks, he’s redoubling efforts to reform the inefficient and opaque state-owned enterprises at the root of so many of China’s vulnerabilities. In other words, Xi is finally working to strengthen China’s foundations rather than papering over the […]

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A False Alarm About China

China’s growth has slowed largely as a result of changes in its fundamentals: less favorable demographics, a shift in emphasis from exports and public investment to the service sector and domestic consumption, and lower demand from advanced economies. But China’s past success also contributed to this slowdown, in the form of higher wages, which narrow […]

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What’s Behind Chinese Leaders’ Response to the Market Crisis?

The current China conundrum lies in both economic and political dimensions, although much of the alarm about China’s economic downturn appears to be misplaced or overstated. China’s economic fundamentals essentially are solid. Multiple indicators point to a growth slowdown that remains broadly in line with the leadership’s game plan, and the authorities can draw upon […]

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