HONG KONG (MarketWatch) — China’s banking system will require an eventual bailout by the central government, according to some analysts, who said figures released last week on the size of local-government borrowings point to the need for a rescue. Credit Suisse economist Dong Tao said the numb...

The timing on the earlier pronouncement that rating agencies may have found religion could not have been better. Not even an hour later, here comes Moody’s with a blockbuster which may put China’s “White Knight” status, at least as ar as Europe is concerned, in grave danger...

Much of last week’s newsletter was on the data that was released on inflation, new loans, investment, etc.  One thing worth noting in the current environment is that small and medium enterprises (SMEs) are hurting, and last week’s minimum reserve hike – which came out the same day as the CP...

In 1994, Management guru Peter Drucker told Japanese retail tycoon Isao Nakauchi that even though the Chinese market is very attractive, it still has more systemic risks than others and China will eventually face very serious inflation. And “the bubble is both much bigger and more extended than...

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