Mainland China wants to control the narrative in its media, news and data, as part of its ‘common prosperity’ reforms
Network: RTHK Radio 3 Money Talk
Posts by Independent Strategy
Why inflation won’t be transient
Network: CNBC Worldwide Exchange
Supply-chain disruptions have many “local” causes but they generate global crises. Many are durable. They seem to have come together…
Disruption of supply chains will have significant effects on current global growth, inflation and equity margins, with long-term consequences for the architecture of the world economy
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Evergrande might be insolvent, but its liabilities look digestible for the many mouths of the Chinese state. Clamping down on…
In light of recent developments, this 2018 video clip is particularly prescient – David Roche talks about Death of Democracy
Network: RTHK Radio 3 Money Talk
Current stress points in the global economy, like supply-side disruptions, have idiosyncratic causes but all point in one direction: the…
China needs a more diversified mix of energy supply and relies too heavily on coal
Network: RTHK Radio 3 Money Talk
David Roche – China: Evergrande and Common Prosperity
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The next German government is likely to be a coalition of the SPD, the Greens and the Liberals. The FDP…
The Fed might have moved closer to exiting the emergency measures implemented to counter the pandemic, but the FOMC still…
David Roche – German election update
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Cyberwarfare remains a significantly underappreciated threat. Its dangers are numerous, even absent of a full-blown conflict between the major powers.…
The AUKUS agreement will deepen the cold war with China. And it has repercussions in the EU and for US…
Disruption of supply chains will have significant effects on current global growth, inflation and equity margins. But it goes beyond…
The centre-left’s victory in Norway’s general election keeps the more radical parties that markets were worried about out of power.…
Today’s Governing Council meeting shows the ECB is steady as she goes. The reduction in the pace of purchases for…
Often a good strategist is seen as someone who can knit together a good story out of random variables and…
Shared prosperity is for real in China. The coherence between the fragmented state interventions we have already seen and the…
The CDU/CSU will lose the next election. So after 16 years of rule Germany will finally get a new government.…
