China’s GDP has depended largely on huge investments in infrastructure, rather than consumption. Economic analyst Arthur Kroeber argues in IBNLive that this policy is not longer possible, although ending it might be a tough call as the political transition asks for stability. Read More →

A range of experts and politicians might be hoping for a larger international role of China’s currency, the yuan, but China’s leaders are in no hurry to do so, tells economic analyst Arthur Kroeber in the South China Morning Post. The South China Morning Post: Arthur Kroeber, Beijing-based managing directorRead More →

More inflation of wages, food and commodities can be expected, tells business analyst Shaun Rein at CNBC, illustrating the case he makes in his upcoming book The End of Cheap China: Economic and Cultural Trends that will Disrupt the World. Shaun Rein, our China bull, in a bearish mood.Read More →