- The Economist points out that the Chinese current account surplus has started shrinking. The aspect of Chinese rebalancing where change has not begun is consumption.
- Prieur du Plessis talks about a Hugh Hendry video clip on a real estate bust that might be underway in China.
- China: Bogus boom? by John H. Makin.
- Washington risks taking China too seriously by David Pilling in Financial Times.
- Brace for a decade of lower Chinese growth by Michael Pettis in Financial Times.
- The China Bubble’s Coming — But Not the One You Think by Vitaliy Katsenelson in Foreign Policy.
- Yves Smith on China’s construction boom on RGE Monitor.
- It’s not easy to internationalise China’s yuan by Philip Bowring.
- An old problem on China’s new frontier by Konstanty Gebert.
- China could use some honest talk about race by Howard W. French.
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