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  1. FT Alphaville

    July 15, 2014

    China and the cost of stimulus

    Compare and contrast time. First Nomura, on China’s June credit and money growth data which grew at their fastest pace in...

  2. FT Alphaville

    July 11, 2014

    Camp on camera - II

    Izy talks cryptocurrencies and a future cashless society…   Michael Pettis talks with David about how China will only...

  1. MBA blog

    June 25, 2014

    Come along to an FT festival

    Are you struggling to study in the library? Do you want to meet economists, investment bankers, strategists and corporate...

  2. FT Alphaville

    June 23, 2014

    Camp Alphaville: China panel question bleg

    Camp Alphaville is just over a week away and I’m going to have two hours and a microphone with Michael Pettis, Carson Block,...

  3. FT Alphaville

    June 18, 2014

    **The Great Camp Alphaville Robot LOTTERY!**

    *Reminder and notification of an extended deadline!* Based in New York but desperately want to hear Michael Pettis assess...

  4. FT Alphaville

    June 5, 2014

    Camp Alphaville -- The Main Stage Rundown*

    July 2, HAC, London, 11-9 * Everything is subject to change. Stay tuned for Igloo sessions and more. 11am The Soft Open –...

  5. FT Alphaville

    May 28, 2014

    The 6am London Cut

    Peace. Love. Higher Returns: Camp Alphaville is on in London on July 2nd featuring, in no particular order: beer, robots,...

  6. FT Alphaville

    May 23, 2014

    Camp Alphaville

    We’re throwing a conference. Expect serious ideas about China, robot disruption, and how markets have gone nuts. Some of the...

  7. FT Alphaville

    May 21, 2014

    Camp Alphaville -- all the details

    We’re throwing a conference. Expect serious ideas about China, robot disruption, and how markets have gone nuts. Some of the...

  8. beyondbrics

    May 8, 2014

    Guest post: don't expect China to devalue the RMB

    By Michael Pettis of Peking University Recently a number of economists, most of them foreign, have called for China to...

  9. Gavyn Davies

    May 4, 2014

    China's changing exchange rate policy

    China was promoted to the largest economy in the world last week, at least according to the implications of a new data set...

  10. FT Alphaville

    February 26, 2014

    Oh yuan, you temptress

    And on the seventh day it fell again, in accordance with the PBoC… which cut the fixing rate. Pity the RMB carry trade, no...

  11. FT Alphaville

    January 30, 2014

    Chinese chicken

    More macabre farmyard and less ‘where the WMP things are‘ this time… It’s a matter of canards and Bertrand Russell’s chicken...

  12. FT Alphaville

    January 22, 2014

    The Closer

    FURTHER FURTHER READING - A crazy explanation for what’s happening in labour markets. - Michael Pettis vs Eswar Prasad on...

  13. beyondbrics

    December 27, 2013

    Hello 2014: don’t be afraid of slower Chinese growth

    The 6th in our series of guest posts on the outlook for 2014 is by Michael Pettis November’s Third Plenum proposed...

  14. beyondbrics

    December 7, 2013

    The Weekender, December 7

    The week in emerging markets, including our most read, five things we have learned and some long reads for the weekend. Plus...

  15. beyondbrics

    December 3, 2013

    Guest post: in China debt, not consumption, is what matters

    By Michael Pettis In October two Chinese academics presented research proposing that China’s National Bureau of Statistics...

  16. FT Alphaville

    October 21, 2013

    Abenomics might eat itself, a Pettis production

    It may seem like an odd time to stress out about Japan running an overly aggressive current account surplus, which might in...

  17. beyondbrics

    September 24, 2013

    Further reading: brand power

    Tuesday’s picks from the BB team: South American brands on the rise; Bo’s fall; FD-Johnson’s rise; and big pharma in China....

  18. beyondbrics

    July 29, 2013

    Further reading: clean up, slow down

    Monday’s picks from the beyondbrics team: China will slow by more than people expect, but it can handle it, says Michael...

  19. beyondbrics

    July 25, 2013

    Further reading: big beasts

    Thursday’s picks from beyondbrics: Beijing vs Big Pharma; insults in India; Turkey’s lira headache; and the case for EMs –...

  20. FT Alphaville

    July 12, 2013

    Alphachat: Michael Pettis edition (well, the second one)

    In this edition of Alphachat, Michael Pettis, Professor of Finance at Peking University and the original Alphachat guest,...

  21. FT Alphaville

    June 27, 2013

    The Closer

    FURTHER FURTHER READING - Michael Pettis on the China liquidity crunch. - US housebuilders have been oddly restrained. -...

  22. FT Alphaville

    June 24, 2013

    China's liquidity crunch, and what it means for everyone

    Should you panic? It’s hard to know exactly what degree of control the PBoC has over the events unfolding in China’s...

  23. beyondbrics

    June 11, 2013

    Further reading: closer to home

    Tuesday’s picks from the beyondbrics: activism in Asia – lacking bite? Erdogan takes aim at the bankers; China-US relations...

  24. FT Alphaville

    May 22, 2013

    The (early) Lunch Wrap

    Good morning, New York, FT ALPHAVILLE About China’s capacity to absorb capital: Kate looks in more depth at China’s...

  25. FT Alphaville

    May 22, 2013

    About China's capacity to absorb more capital

    We’ve all heard, many times, the story that China’s capital stock is nowhere near that of more advanced economies, therefore...

  26. Martin Wolf's Exchange

    May 9, 2013

    Europe's beggar-my-neighbour policy

    I recently looked at what happened to private financial balances inside the eurozone. Today’s post looks at what happened to...

  27. FT Alphaville

    May 6, 2013

    China's great rebalancing, or: where does the investment go?

    The latest piece of Chinese data to hit those post-Q1 GDP nerves is today’s HSBC/Markit services PMI. It gave a April...

  28. The World

    March 22, 2013

    How bad a sign is capital flight from China?

    (ChinaFotoPress/Getty) Today brought yet another headline about the apparently relentless rise of the Chinese economy. The...

  29. beyondbrics

    February 14, 2013

    [video] weaning China off credit-fuelled growth

    China’s economy has grown at 8 per cent and more each year over the last decade, but much of that has been fuelled by debt....

  30. beyondbrics

    February 13, 2013

    Pettis on China: how to spot early signs of economic reform

    Will the new government in Beijing launch reforms to rebalance the Chinese economy – or not? One way to find out is to scan...

  31. FT Alphaville

    February 6, 2013

    Will China's demographic shift force a fall in investment share?

    We’ve recently heard an interesting suggestion that China’s ageing population — generally a bad thing for growth — might...

  32. FT Alphaville

    November 29, 2012

    China's over-investment problem

    A new IMF working paper lays out what many China sceptics have been saying for years: the country has too much investment,...

  33. FT Alphaville

    October 15, 2012

    Why iron ore prices are rebounding

    After languishing well below $100 for much of August and September, spot iron ore is back. Back in the $110+ range and not...

  34. FT Alphaville

    September 18, 2012

    Australia counts its commodity price chickens

    Forecasting is a tricky thing. The latest quarterly update from Australia’s Bureau of Resources and Energy Economics...

  35. FT Alphaville

    September 17, 2012

    The Closer

    ROUND-UP FT markets round-up: “Global stock markets and commodities struggled to extend last week’s rally in the aftermath...

  36. FT Alphaville

    September 13, 2012

    Does the world really need China's rapid growth?

    The mood at the World Economic Forum this week in Tianjin has been a study in contrasts — bullish foreigners and gloomy...

  37. FT Alphaville

    May 30, 2012

    Spain, Bankia and the credibility problem

    Spain’s government has been left looking increasingly desperate/reckless/ineffective by its plans to rescue Bankia,...

  38. FT Alphaville

    March 30, 2012

    Further reading

    Elsewhere on Friday, - Michael Pettis vs The Economist. Fight, fight, fight, fight! - The aftermath of Bernanke’s aftermath...

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