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May 18, 2009

Monetary Policy
Russia’s waning appetite for dollars

If Russia were China -- or if Russia’s reserves were growing at the same pace as in late 2007 or early 2008 – today’s revelation that Russia cut the dollar share of its reserves over the course of 20…

Russia’s waning appetite for dollars

December 13, 2018

India
India and the World: Fueling a New Low-Carbon Growth Model

Samir Saran is the President of the Observer Research Foundation. Aparajit Pandey is the Program Director for Climate, Energy, and Resources Program at the Oberver Research Foundation. As leaders …

Workers clean photovoltaic panels inside a solar power plant in Gujarat, India.

March 1, 2009

Monetary Policy
Secrets from the Treasury’s Survey: It looks like China bought a lot of equities just before the stock market tumbled

Late on Friday, the US Treasury released the preliminary results of its annual survey of foreign portfolio investment in the US. That always makes for an interesting weekend. The survey offers …

Secrets from the Treasury’s Survey: It looks like China bought a lot of equities just before the stock market tumbled

February 26, 2008

Capital Flows
Regulating sovereign wealth funds: does the US have any leverage?

Bob Davis’ Wall Street Journal article - which reports that the US Treasury is pushing Singapore and Abu Dhabi to increase their transparency and to signal that their funds will be managed commercial…

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December 2, 2007

China
China: selling Treasuries and buying yen? What do we know about how China manages its foreign assets?

Put the latest from Stratfor and Yves Smith (Naked Capitalism) together, and it seems like China may be scaling back on its holdings of US treasuries in order to buy yen.  Stratfor hints that China m…

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