FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Alternatives/China Financial Markets (Michael Pettis)
12 Alternatives Ranked

China Financial Markets (Michael Pettis) Alternatives

China Financial Markets (Michael Pettis) is an independent analysis publication covering China balance sheet & trade, priced at Free with an access model of Free Open Access. The desks below overlap with it on category, tags or asset class and are ranked on the same Research Authority scale. Nothing here is paid placement.

Data verified 2026-10-04 · 12 desks ranked · independent scoring

#1HKAnalysis93/100

Gavekal Research

Global Macro & China (Dragonomics)

Niche · Global macro & China economics

Macro
Institutional (quote)
1999
Visit
#2USAnalysis92/100

The Overshoot

Global Macro & Balance-of-Payments Analysis

Niche · Trade imbalances & national accounts

Macro
~$30/mo · $330/yr
2021
Visit
#3CNAnalysis92/100

Sinocism (Bill Bishop)

China Policy & Market Intelligence

Niche · China policy, politics & markets

Multi-AssetMacro
$20/mo · $218/yr
2013
Visit
#4USAnalysis84/100

The Daily Shot

Daily Macro Chart Pack

Niche · Daily macro charts

MacroMulti-Asset
~$300/yr
2016
Visit
#5CNAnalysis78/100

China Cross-Border Monitor

China Capital Flows & Markets

Niche · China capital flows & markets

MacroFixed Income
~$300/yr
2019
Visit
#6USAnalysis85/100

Monetary Matters Network (Jack Farley)

Macro, Central Banking & Liquidity Interviews

Niche · macro, central banking & liquidity

Macro
Free
2023
Visit
#7PTAnalysis84/100

Pulsar (Spaghetti Lisbon)

Macro & Thematic Equities Desk Notes

Niche · macro & thematic equities

EquitiesMacro
Free + paid tiers
2023
Visit
#8ATAnalysis84/100

The Weekly Wintersberger

Weekly Macro Notes, Rates & Cross-Asset Cycles

Niche · weekly macro notes, rates & cross-asset cycles

MacroFixed IncomeCommodities
Free + paid tiers
—
Visit
#9USAnalysis82/100

Wolf Street

Credit Bubbles, Housing & the Fed

Niche · Credit bubbles & housing

MacroFixed Income
Free
2012
Visit
#10USAnalysis82/100

David Woo Unbound

Global Macro & Geopolitics

Niche · Macro-geopolitics & the dollar system

Macro
~$50/mo
2022
Visit
#11CAAnalysis81/100

The Macro Tourist

Macro Complacency & Market Cycles

Niche · Macro complacency & cycles

Macro
Free
2015
Visit
#12USAnalysis74/100

Axios Markets

Macro & markets briefings

Niche · Macro & markets briefings

MacroMulti-Asset
Free
2017
Visit

Frequently asked questions

What are the best alternatives to China Financial Markets (Michael Pettis)?

Gavekal Research is the nearest match on category, tags and asset class, followed by The Overshoot. The list above ranks 12 overlapping desks by Research Authority Score, which weights primary-source rigour (35%), niche depth (25%), track record (15%), institutional adoption (15%) and transparency (10%).

Is there a free alternative to China Financial Markets (Michael Pettis)?

Yes — The Overshoot, Sinocism (Bill Bishop), The Daily Shot and 7 more publish free or freemium coverage in the same area. Freemium desks are the cheapest way to test whether this niche is worth paying for at all.

What is the closest alternative to China Financial Markets (Michael Pettis)?

Gavekal Research shares the most overlap with China Financial Markets (Michael Pettis) on tags, category and asset classes, and is priced at Institutional (quote) against China Financial Markets (Michael Pettis)'s Free. Closeness here is measured only on indexed attributes, so it is a coverage match rather than a stylistic one: read both free tiers before switching.

How do I choose between China Financial Markets (Michael Pettis) and its alternatives?

Match the desk to the decision you actually make, then check three things: the asset class it covers, whether it publishes analysis or actionable positioning, and how long it has been running. China Financial Markets (Michael Pettis) publishes analysis-style work on China balance sheet & trade and has been running since 2009; the desks above are ranked on the same basis, so vintage and format are directly comparable.