Roach, is one of the only Wall Street strategists that in not a perma-bull. He is one of the best authorities with respect to Asian markets and economics.
http://www.mckinseyquarterly.com/Unlocking_the_power_of_Chinese_consumers_An_interview_with_Stephen_Roach_2428
This is quite good. Many market bulls are forwarding the idea that growth in Chinese consumption will replace a weakening American consumer.
http://www.mckinseyquarterly.com/Chinas_consumption_challenge_2427
The objective of this Blog is to provide some insight and discussion of Chinese economic data. To start with, I think it is important to recognize that the Chinese government is largely an unchecked authoritarian power (unlike a democracy where leaders must periodically face the voters) with an immediate objective to stay in power (like [...]