The Great Debate

What the shipping market tells us about the air freight and export market

By J Saft
July 13, 2010

An interesting contrast is shaping up in global trade, where some indicators of the movement of raw materials are crashing even as exports from China and air traffic continue to show outstanding strength.

Google, google everywhere

By Reuters Staff
July 8, 2010

CEBIT/The following is a post by Stephen Adler, editorial director of Thomson Reuters professional, that was taken from one of his blog posts at aif.thomsonreuters.com. Adler is a moderator at some of the panels at the Aspen Ideas Festival, which runs through July 11. Thomson Reuters is one of the sponsors of the event. The opinions expressed are Adler’s own.

Shifting wealth: does the developing world hold the key to building a stronger economy?

By Reuters Staff
July 2, 2010

The following is a guest post by Angel GurrĂ­a, Secretary-General of the Organisation for Economic Co-operation Development. The opinions expressed are his own.

China move like history in slow-motion

By J Saft
June 22, 2010

Asked about 175 years after the fact what he made of the French Revolution, Chinese Premier Zhou Enlai is said to have thought for a moment and concluded: “It is too soon to tell.”

China hits a welcome turning point

June 17, 2010

CHINA

China’s massive supply of cheap labor may at last be drying up, a development that in time will bring higher wages, inflation, a stronger yuan and help to right dangerous global imbalances.

from The Great Debate UK:

Pranab Bardhan on the economic rise of China and India

May 31, 2010

In its May economic outlook, the Organisation of Economic Cooperation and Development projected upward growth outlooks for BRIC countries Brazil, Russia, India and China -- the world's four largest emerging economies.

from MacroScope:

Spend Save Man Woman

May 28, 2010

Far from being lauded as a virtue, China's high savings rate has been blamed for the economic imbalances underlying the global financial crisis. The criticism being that the Chinese spend too little and rely too much on exporting to Western consumers.

Euro woes increase risk of trade wars

By J Saft
May 20, 2010

Europe won’t just be exporting deflation to the rest of the world, it will export serious trade tensions as well: first between the United States and China, and, possibly, eventually between Europe and the United States.

China’s export dominance must force U.S. rethink

March 23, 2010

Managing the rise of China’s vast economy and healing the U.S. trade deficit will require a new willingness and capacity to boost U.S. technology exports at affordable prices. More importantly it requires a new language from policymakers and a new mindset.

Be careful what you wish for on currencies

March 19, 2010

The rancorous argument about global payment imbalances and the yuan’s valuation is exposing a surprising and dangerous economic illiteracy among policymakers and commentators.