Category Archive: PBOC

US tapering vs China tapering – actually no difference

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Martin Feldstein‘s article on the WSJ today, “The Fed should start to ‘taper’ now” puts the whole Fed’s to-taper-or-not-to-taper debate very succinctly. It is not about recovery or the lack of enough recovery… Continue reading

Open Season for Conspiracy Theorists

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Developments in the past month still leave many of us puzzling over what exactly transpired and where we are headed. With an already heavy workload – I’ve moved into the private equity space… Continue reading