The author has been described by News Ltd as an "iconoclast", "Svengali", a pollie's "economist muse", and "pungently accurate". Fairfax says he is a "Renaissance man" and "one of Australia’s most respected analysts." Stephen Koukoulas concludes that he is "85% right", and "would make a great Opposition leader." Terry McCrann claims the author thinks "‘nuance’ is a trendy village in the south of France", but can be "scintillating" when he thinks "clearly". The ACTU reckons he’s "an enigma wrapped in a Bloomberg terminal, wrapped in some apparently well-honed abs."

Tuesday, January 17, 2012

No surprise: Chinese growth (GDP) data beats expectations...

From TD Securities:

** Chinese GDP closed 2011 at 8.9%/yr, marginally outperforming mkt f/c of 8.7%/yr and whisper numbers of a softer outcome...

** For 2011, GDP was 9.2%, marginally higher than the 9.1% widely forecast, including by TD, and below the 10.3% growth rate for 2010.
at 2:13 PM