More often than not, I find myself agreeing with Martin Wolf.    His recent column summarizes what China should do far more succinctly than I ever coulChina, in short, needs better balanced growth: i…

Either that or he has a lot of time on his hands.The powerpoint slides that accompany his John Hopkins lecture series on the Global Economy are amazing.  And not just because they are all shaded FT p…

Somehow, all three are linked together today in my mind. And at some level, they do all connect. As Martin Wolf notes, Asia’s current account surplus (savings surplus) shows up in the phenomenal gr…

The World Bank estimates that net exports contributed 3.3 percentage points to China’s growth in q1, “broadly the same as in the second half of 2006 and higher than expected.”  And from the accompany…