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    1. FT Alphaville

      June 2, 2016

      Camp Alphaville homework, Pettis edition

      As is mandatory, we have a China panel at this year’s Finance Festival (née Camp Alphaville) on July 1. It’s currently...

    2. FT Alphaville

      February 15, 2016

      Our chat with Michael Pettis (updated with full transcript)

      Click above to open the transcript (pdf file) of our recent podcast conversation with Michael Pettis, recorded the...

    1. FT Alphaville

      February 5, 2016

      Alphachat: Michael Pettis on the Chinese economy, plus the US election and conservative talk radio

      Alphachat is available on Acast, iTunes, and Stitcher. Michael Pettis on China Michael takes a Minsky-ite approach to...

    2. FT Alphaville

      January 25, 2016

      Further, further Pettis on China’s new “supply-side” reforms

      This by Michael Pettis — on Beijing’s belated realisation that it needs to change its definition and reality of reform...

    3. FT Alphaville

      November 13, 2015

      One way the euro has become a lot more like the dollar

      When Nixon’s treasury secretary told his European counterparts the dollar was “our currency, but it’s your problem”, he...

    4. September 13, 2015

      China plans shake-up of state-owned enterprises to boost growth

      China has unveiled the much-awaited guidelines for reform of its bloated state-owned enterprise sector as the latest...

    5. FT Alphaville

      August 19, 2015

      Pettis explains why the RMB is not fundamentally overvalued

      Nobody knows China like Michael Pettis, and his latest post on the RMB doesn’t disappoint. Before we get to the crux...

    6. FT Alphaville

      April 29, 2015

      This is nuts, but could it be helpful?

      The current economic woes, brought on by the collapse of the so-called “housing bubble,” are considered the worst to...

    7. FT Alphaville

      April 21, 2015

      FT Commodities Summit: US oil independence to bust dollar-pegs

      The FT’s Martin Wolf led a stellar panel on the global economy and the outlook for commodities featuring China expert...

    8. FT Alphaville

      April 21, 2015

      Dispatches from the 2015 FT Commodities Summit

      FT Alphaville is in Lausanne, Switzerland, for this year’s Commodities Summit. The conference is taking place at the...

    9. FT Alphaville

      February 11, 2015

      Michael Pettis and perverse monetary policy

      A guest post by Simon Cox, Asia-Pacific Investment Strategist, BNY Mellon Investment Management China’s weak inflation...

    10. FT Alphaville

      February 6, 2015

      Michael Pettis explains the euro crisis (and a lot of other things, too)

      This is literally the best analysis of the euro area’s problems we’ve ever read. You should take the time to closely...

    11. FT Alphaville

      January 13, 2015

      China, stimulus and the Chewbacca defense

      The thing about the relationship between monetary stimulus and inflation in China is that — much like like a Wookie, an...

    12. 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...

    13. 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...

    14. 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...

    15. 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...

    16. 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...

    17. 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...

    18. 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,...

    19. 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...

    20. 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...

    21. 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...

    22. 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...

    23. 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,...

    24. 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...

    25. 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...

    26. 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...

    27. 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....

    28. 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...

    29. 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...

    30. 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...

    31. 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...

    32. 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...

    33. 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...

    34. FT Alphaville

      June 27, 2013

      The Closer

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

    35. 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...

    36. 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...

    37. 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...

    38. 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,...

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