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The US criticism of Germany’s economic policy is correct
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Revisiting predictions from 2011 on China and Europe
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A case of broken BRICS?
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China: Rebalancing and long term growth
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How to invest to avoid a Chinese slowdown
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China trade slippage highlights growth deceleration risk
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India: Currency weakness could help exports and do damage elsewhere
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India: Let the Rupee fall and enter the currency wars
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On European rebalancing and Germany’s excess savings
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A brief history of the Chinese growth model
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