Longview Letter:  Is China a bubble?

Chris Watling | Longview Economics | 23 March 2011

The question of whether China is a bubble is critical for strategic asset allocation, for the outlook for emerging markets, for the future strength of global economic growth, and in determining how much longer the commodity super cycle is likely to continue.

1. China - a key driver of global growth

With the major Anglo Saxon western economies undergoing a tepid recovery, China and other developing Asian economies have become the key marginal drivers of global growth. This was most evident ...