China’s Difficult Balancing Act
says China's leaders must stabilize growth quickly to avoid a sharp currency devaluation in the future.
Gene Frieda
Gene Frieda is an executive vice president and global strategist for PIMCO.
- Commentaries
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Emerging Markets’ Shifting Bottom Line
argues that many old assumptions about investing in emerging markets now need to be reconsidered.
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The Coming Financial Volatility
believes investors in risky asset markets should be more worried about monetary tightening.
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China’s Debt Termites
highlights the risk that local government liabilities pose to the Chinese economy.
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Belly-Up Brazil?
is worried that the country could end up like Venezuela, mired in stagflation.
