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Author: Dian Chu

Is Just-In-Time Out of Time?

(Guest Post) By Kurt Cobb Some things are worth repeating. This piece, which was originally posted in August 2006, takes on added significance given events in Japan where worldwide links in the just-in-time supply chain are...

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Trade and the RMB (Guest Post)

By Michael Pettis Most of last week’s newsletter was dedicated to a discussion on Chinese debt, specifically on how we should think about the Chinese debt structure and on when would we know how much debt is too much debt....

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