The End of the Miracle (How to Think About China, Part 5)

This is the third installment of our updated 2025 edition of the How to Think About China series.

The End of the Miracle (How to Think About China 2025 Edition, Part 3)

Our monthly guide to emerging markets by charts and data.

EM Monthly Chartbook (January 2025)

Our monthly guide to China by charts and data.

China Monthly Chartbook (January 2025)

Our quarterly guide to frontier markets by charts and data.

EM Frontier Chartbook (2025 Q1 Edition)

Our annual guide to emerging markets by charts and data.

EM Annual Chartbook (2024 Edition)

Our semi-annual guide to EM listed corporate trends by charts and data.

EM Corporate Charbook (2022 Edition)

An opinionated guide to emerging markets

What is an Emerging Market? (How to Think About Emerging Markets 2024 Edition, Part 1)

What's Wrong with EM? (How to Think About Emerging Markets 2024 Edition, Part 2)

Who Makes It, Who Doesn't (How to Think About Emerging Markets 2024 Edition, Part 3)

Is Globalization Over? (How to Think About Emerging Markets 2024 Edition, Part 4)

Four Big Growth Fallacies (How to Think About Emerging Markets 2024 Edition, Part 5)

An Austrian Primer: Savings, Debt and Default (How to Think About Emerging Markets 2024 Edition, Part 6)

Life After China (How to Think About Emerging Markets 2024 Edition, Part 7)

Macro and EM Equities (How to Think About Emerging Markets 2024 Edition, Part 8)

Macro and EM Debt (How to Think About Emerging Markets 2024 Edition, Part 9)

Macro and EM Currencies (How to Think About Emerging Markets 2024 Edition, Part 10)

... and an opinionated guide to China

Lies, Damn Lies and Statistics (How to Think About China 2023 Edition, Part 1)

A State Economy or a Market Economy? (How to Think About China 2023 Edition, Part 2)

Explaining the Miracle (How to Think About China 2023 Edition, Part 3)

The Most Important Sector in the Universe (How to Think About China 2023 Edition, Part 4)

Debt Boom and Debt Bust (How to Think About China 2023 Edition, Part 5)

Is There a New Growth Model? (How to Think About China 2023 Edition, Part 6)

The Future of the Renminbi (How to Think About China 2023 Edition, Part 7)

The Aging of China (How to Think About China 2023 Edition, Part 8)

Food and the Next Decade (How to Think About China 2023 Edition, Part 9)

How to Follow Macro Policy (How to Think About China 2023 Edition, Part 10)