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October 29, 2006

China
Goldman economic research v. the Economist (Drivers of Chinese growth)

I, obviously, liked this week’s Economist article on China quite a bit.  So I really shouldn't still be writing about last week’s article on Chinese consumption growth.  That article argued that cons…

October 9, 2015

Sub-Saharan Africa
Star Economist Says Black Economic Empowerment in South Africa Has Failed

On October 3, Thomas Piketty, the French economist and best-selling author of Capital in the 21st Century, said in his prestigious Nelson Mandela lecture that South Africa’s “…black economic empowerm…

Picketty

May 9, 2024

Grand Strategy
The President’s Inbox Recap: The Case for Liberal Internationalism

The liberal international order is more resilient than its critics recognize.

A circle of flags as viewed outside of NATO's headquarters.

June 28, 2007

China
The Economist still isn’t convinced the RMB is undervalued …

Half a trillion dollars apparently doesn't get the respect it used to. Neither the author of last week’s Economics Focus column nor Morgan Stanley’s Stephen Jen think that the Chinese yuan (or RMB) i…

china_rer_fx_exports

June 26, 2008

China
The Economist has an excellent article on hot money inflows to China

The Economist’s article draws heavily on the work of Logan Wright of Stone and McCarthy, who has done superb work on this topic. Logan Wright, a Beijing-based analyst at Stone & McCarthy, an eco…