Outside the Box, September 2015

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Germany’s Immigration Challenge

September 23, 2015

This immigration crisis in Europe is a big deal, and it’s a bigger deal for Germany than for any other European country. Germany is directly in the firing line, both geographically and in terms of how many of the migrants want to settle there. Nearly 40% of migrants choose Germany as their preferred final destination, while the only other nation that is chosen by more than 10% of migrants is Hungary, at 18%.

Daniel Stelter is a very wired German economist and business thinker. He wrote to me a...

Global Imbalances and the Chinese Economy

September 18, 2015

If we don’t understand both sides of China’s balance sheet, we understand neither
 – Michael Pettis

The most thought-provoking China analyst I know is Michael Pettis, author and economist, who is a professor at Peking University’s Guanghua School of Management as well as a rock music club owner and impresario. Conversations with Michael are always fascinating.

He has a fairly balanced take on China’s future, which is significantly different from most of what you read. That’s because he comes...