Tuesday, November 2, 2010

Links November 2: The China punt

The China question. John Garnaut
China's property plateau. Money Game h/t Naked Capitalism
China exporters upset already. Washington Post
China's aging to slow growth dramatically. Bloomberg
But not yet. PragCap
PotashCorp slipping away. FT, Bloomberg
More Dutch Disease for tourism & manufacturing.
Zombie ideas. John Quiggin
Cup and handle exhausted in BDI. BDI
Why the RBA should raise rates. Henry Thornton
The future of iron: Huge supply keeps oil muted. Gulf Times
Housing data as useful as my butt. Delusional Economics

No comments: