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Latest Issue

Chinese Growth Spurt

By John Mauldin

September 14, 2018

Getting a Grip on Growth
Export Substitutes
AI Waves
Automatic Automation
Random Bright Points
The Uncomfortable Nature of Chinese Growth
Some Final Thoughts on China and Technology
Houston, Dallas, Frankfurt, and Up in the Air

Economic reality isn’t black and white. At any given time, both good things and bad things are happening. Ignoring one side because it doesn’t fit your preferred outlook is an excellent way to go badly wrong.

So it is with China. We hear a lot about that vast country’s problems and challenges. They are very real and could have major consequences... which we will explore soon… but there’s good news, too. We reviewed some of it last week in China’s Command Innovation. Today, we’ll add a few more positive data points.

This letter will be a little different than most. Below you’ll read several short vignettes about positive events in China. They aren’t necessarily related and won’t build to any particular conclusion. My goal is simply to demonstrate that China has good news, and even some fabulously great news, much of it quite compelling. Whether it is enough to overcome the challenges is a different question we will address next time. And frankly, the manner in which they are growing clearly makes Western countries uncomfortable, as it is not our usual playground.

First, a quick aside. We have been making an aggressive effort to keep the main body of this letter around 3,000 words, a length most people can read in a few minutes. We’ve had good feedback on it, too. Then in my personal section, I share a great story from Art Cashin from last Monday night. So you can read either part of this letter, or both, as you wish.

Now on with our China story.

Getting a Grip on Growth

...

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