Category Archives: China

You don’t Use Interest Rates to Control Cabbage Prices: China February CPI +2.7% will Not Trigger Policy Tightening.

Posted on March 22, 2010 by John Rutledge

China CPI – February 2010 (The charts below are courtesy of Andy Rothman at CLSA. Andy is by far the most knowledgeable person I know on Chinese inflation issues.) The worry that rising inflation in China will provoke the government … Continue reading →

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Book Review in India's The Analyst

Posted on November 9, 2009 by John Rutledge

Stand back, we are about to export my thermo-economics investment framework to India. There is a review of my book Lessons from a Road Warrior in the April issue of The Analyst, the finance journal of Icfai University Press in Hyderabad, India … Continue reading →

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