Browsing Tag

Andrew Lees

China losing competitiveness

As labour costs in China rise, economists are beginning to think about replacing labour with capital, something we have already seen as a major factor in suppressing wage gains in developed economies. This is also in line with what…

China’s coal problem

From the International Business Times and Andy Lees at UBS: Reports that central China's Hubei province has joined a growing list of regions facing coal shortages with a warning that it is very likely to start power rationing later this…

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