the big picture

Last week Caijing held its annual conference, and as a service to those who could not make it, they have posted a lot of material from the event.
With a number of interesting breakouts, the highlight of the materials online for me are the videos of David Dollar and  the notes China’s Enterprises: To Be or [...]
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Over the last few months, the news about closures in China have largely been disconnected from the foreign invested side of China.  Reports of toy factories led the way, but news of steel firms having difficulties, and real estate developers loosing money have yet to result in a big story of how the local side [...]
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A few days late, here are the top 5 posts from my other sites China At the Crossroads and Cleaner Greener China during November.
Crossroads:
Policy Forum on Mainstreaming NGOs in Government Poverty Programs
Fourth China Forum on Environment and Development
The Relationship Between Pollution and Unrest
Why China’s Economic Rise is Unhealthy
Number of grassroots Environmental NGOs doubled in 3 [...]
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Following the highly unusual RMB/ USD change this week, Wang Tao at UBS has issued a special brief on their move.
Without the prior written consent of UBS, I cannot post the actual file, however there were several conclusions that they put forward that I wanted to share:
we think China has very limited scope for sustained [...]
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Developed to absorb, house, employ, and sustain 1.3 billion people, the largest cities in the world going forward will all be in China.  8 of which are predicted to be be over 10 million according to a recent Business Week piece.
Jonathan Woetzel and his team presented their research equally interesting study at the JUCCCE conference [...]
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Through this post, I realize that I am going to fail to break new ground, but I have read several articles this week that have lead to three conclusions for me.
(1) They have showed me that the full economic circles are being completed and
(2) it is clear that we are now in a cycle that [...]
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With many looking to China to buy up demand that has fallen off, I thought I would highlight one of the recent articles that I think frames some of the poor decisions that are being made in the name of growth:
Farmers in 10 more provinces and cities can buy household appliances and get government subsidy [...]
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Brad Setser has become a regular read of mine for his stellar coverage of all things macroeconomic.  Currently at the Council on Foreign Relations, he has put together a lot of excellent China posts and his recent one If you only read one thing on China this fall … caught my attention.
What he says is [...]
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Yesterday I wrote a post over at Cleaner Greener China that was essentially an extension on my Clean up or Clean out speech focusing on the role of the internet in China, specifically the human flesh search engine, and how it would become a force to be reconed with for firms operating and polluting in [...]
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An interview by Dong Xiang of New Tang Dynasty Television explores the recent announcement surrounding China’s stimulus package.  A huge sum of money, the question still remains where will it be spent, and is it being spent in the right area?

http://www.youtube.com/watch?v=HXnb3MO75bk
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