Economic Activity

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Ideas
May 16 The Arithmetic Of Abenomics - by Anatole Kaletsky
May 15 Should One Short Germany? - by Charles Gave
May 07 Our April, 2013 London Seminar - Anatole, Tom, Francois and Charles
May 03 An Update On The French Disaster - by Charles Gave
May 02 [DG] Reform Sails Against The Wind – by Scott Kennedy
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Tools
May 23 [DG] After Wealth Products’ Rise, A Fall? – by Bao Jia Tan
May 22 Five Corners - by The GaveKal Team
May 15 Should One Short Germany? - by Charles Gave
May 14 Japan Exports Ready To Rumble - by Will Freeman
May 10 China Restructuring Monitor - by Andrew Batson and Joyce Poon
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News
May 21 Hail The New Marginal Oil Producer - by Nate Taplin
May 20 [DG] DragonWeek – A Turn To The Supply Side
May 17 The Tantalizing Prospect Of Normality – by Pierre Gave
May 16 Has The AUD Met Its Wooloomooloo? - by Cathy Holcombe
May 15 A Better Growth vs Inflation Trade-off - by Francois Chauchat
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Reportage
May 16 [DG] Finding Investment’s Future – by Rosealea Yao
May 06 Malaysia’s Longer Term Debt Riddle - by Gavin Bowring
Apr 08 [DG] In Profile: Subsidies – Public Funds For Private Firms
Mar 19 [DG] China’s Welfare State: Mission Accomplished? - by Thomas Gatley
Mar 01 Will The Greens Gobble German Industry? - by Nate Taplin
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Forum & Comments

Recent Forum Posts

Mar 22 What is the real number of 'China’s domestic credit to GDP ratio'? by u43710

Mar 14 Historical pace of China development vs US/Europe by u43839

Jan 14 Any thoughts on the widening of the US trade deficit? by Will.Denyer

Nov 19 Japan, Debt and Taxes by u22895

Oct 16 Will UK end QE in November? by Anatole Kaletsky

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Recent Comments on Reports

May 24 [DG] After Wealth Products’ Rise, A Fall? – by Bao Jia Tan by Andrew.Batson

May 24 Hail The New Marginal Oil Producer - by Nate Taplin by Nate.Taplin

May 23 Five Corners - by The GaveKal Team by Nate.Taplin

May 21 Goldilocks And The Ten Bears - by Anatole Kaletsky by u44528

May 17 The Tantalizing Prospect Of Normality – by Pierre Gave by u34384

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