25th Sep 19, 6:30am
Stephen Roach praises China's successful efforts to reduce the carbon intensity of its economic growth - despite its per capita output being barely more than one-third the level in the so-called advanced economies
Stephen Roach praises China's successful efforts to reduce the carbon intensity of its economic growth - despite its per capita output being barely more than one-third the level in the so-called advanced economies
28th Aug 19, 10:33am
The US is pursuing a bipartisan containment strategy of China. Whether justified or not, the real problem is less the merits of the allegations leveled by US politicians than the incoherence of the Trump administration’s policies to address them
The US is pursuing a bipartisan containment strategy of China. Whether justified or not, the real problem is less the merits of the allegations leveled by US politicians than the incoherence of the Trump administration’s policies to address them
27th Jul 19, 9:57am
Time and again, the long view in China has stood in sharp contrast to America’s short-term approach. Sun Tzu put it best: “If you know the enemy and know yourself, you need not fear the results of a hundred battles”
Time and again, the long view in China has stood in sharp contrast to America’s short-term approach. Sun Tzu put it best: “If you know the enemy and know yourself, you need not fear the results of a hundred battles”
25th Jun 19, 1:13pm
Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
Policy blunders have become the rule, not the exception, for the US administration. The combination of ill-timed fiscal stimulus, aggressive tariffs, and attacks on the Federal Reserve demands a far more critical assessment of Trumponomics
28th May 19, 11:49am
In the 1980s the US portrayed Japan as a grave economic threat. Now China is their new villain when they should be looking squarely in the mirror, Stephen Roach argues
In the 1980s the US portrayed Japan as a grave economic threat. Now China is their new villain when they should be looking squarely in the mirror, Stephen Roach argues
27th Apr 19, 9:43am
Washington has been loose with facts, analysis, and conclusions about China, and the American public has been far too gullible in its acceptance of this false narrative, says Stephen Roach. He wants objectivity and honesty in assigning blame
Washington has been loose with facts, analysis, and conclusions about China, and the American public has been far too gullible in its acceptance of this false narrative, says Stephen Roach. He wants objectivity and honesty in assigning blame
30th Mar 19, 10:53am
The days of 10% annual growth for the Chinese economy have ended, as was inevitable. But the real story is not the slowdown, but the shift in Chinese output from quantity to quality
The days of 10% annual growth for the Chinese economy have ended, as was inevitable. But the real story is not the slowdown, but the shift in Chinese output from quantity to quality
25th Feb 19, 10:41am
Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
Stephen Roach points out that China and the US have economies where longer-term fundamentals compel a very different verdict on relative strength, whatever the trade talks deliver
29th Jan 19, 10:05am
Stephen Roach warns that rising protectionism could spark a surprisingly swift deterioration in global economic conditions. The global trade cycle is facing major stress in 2019 and downward revisions have just begun
Stephen Roach warns that rising protectionism could spark a surprisingly swift deterioration in global economic conditions. The global trade cycle is facing major stress in 2019 and downward revisions have just begun
27th Dec 18, 9:02am
Stephen Roach congratulates the US Fed for the courage to commit to normalising interest rate. He says there is simply no other way to break the US economy's 20yr dependence on asset bubbles
Stephen Roach congratulates the US Fed for the courage to commit to normalising interest rate. He says there is simply no other way to break the US economy's 20yr dependence on asset bubbles
24th Nov 18, 12:56pm
Stephen Roach urges both countries' leaders to focus on four issues when they meet at the upcoming G20 summit. A real deal is unlikely but here is a checklist to judge any accord reached
Stephen Roach urges both countries' leaders to focus on four issues when they meet at the upcoming G20 summit. A real deal is unlikely but here is a checklist to judge any accord reached
23rd Oct 18, 9:50am
Stephen Roach points to global and domestic factors aligning to push up US prices faster than the Fed may expect, vexing everyone in an interconnected world
Stephen Roach points to global and domestic factors aligning to push up US prices faster than the Fed may expect, vexing everyone in an interconnected world
26th Sep 18, 11:37am
Stephen Roach notes that while China is changing, or at least attempting to do so, America remains stuck as a deficit saver with the need to draw on global surplus saving to support economic growth
Stephen Roach notes that while China is changing, or at least attempting to do so, America remains stuck as a deficit saver with the need to draw on global surplus saving to support economic growth
28th Aug 18, 9:57am
Stephen Roach says as China shifts to a consumption-based economy, it will become less willing to finance American deficits. A lack of savings will expose the US painfully just as its budget deficits explode
Stephen Roach says as China shifts to a consumption-based economy, it will become less willing to finance American deficits. A lack of savings will expose the US painfully just as its budget deficits explode
31st Jul 18, 9:01am
Stephen Roach spells out five lessons from a decade of quantitative easing policies by central banks
Stephen Roach spells out five lessons from a decade of quantitative easing policies by central banks
27th Jun 18, 2:00am
Stephen Roach thinks current US trade, tax and spending policies constitute a classic case of imperial overreach
Stephen Roach thinks current US trade, tax and spending policies constitute a classic case of imperial overreach
4th Jun 18, 1:14pm
Stephen Roach explains the political appeal of the Trump Administration's nonsensical approach to trade with China
Stephen Roach explains the political appeal of the Trump Administration's nonsensical approach to trade with China
26th Apr 18, 12:04pm
Has US Trade Representative Robert Lighthizer made an ironclad case against China in his so-called Section 301 report? Stephen Roach thinks not, calling it wide of the mark in key areas
Has US Trade Representative Robert Lighthizer made an ironclad case against China in his so-called Section 301 report? Stephen Roach thinks not, calling it wide of the mark in key areas
22nd Mar 18, 5:00am
Stephen Roach sees a China that knows what it has to do, and an America with a serious leadership deficit. Accountability for failure won't be able to be avoided
Stephen Roach sees a China that knows what it has to do, and an America with a serious leadership deficit. Accountability for failure won't be able to be avoided
28th Feb 18, 5:02am
Stephen Roach says look at the real nature of the US savings-short economy to understand why 'momentum' won't carry it far, and why a tariff wall won't help
Stephen Roach says look at the real nature of the US savings-short economy to understand why 'momentum' won't carry it far, and why a tariff wall won't help
