China’s total social financing (TSF) in January rose more than expected. This is being greeted as a massive boost to…
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China’s zero-Covid policy has reached its limits. The intention is gradually to relax restrictions while efforts to improve vaccination rates,…
There is a moment as flood turns to ebb when, in a few pools on the beach, the tide still…
Evergrande might be insolvent, but its liabilities look digestible for the many mouths of the Chinese state. Clamping down on…
Writing a year or more ago when we floated the idea of the superiority of techno-autocracies over liberal democracies, it…
The China-US cold war is upon us. It is unfolding as expected, but the pace is now accelerating. It means…
The Wuhan Coronavirus has the potential to damage asset prices like SARS did. We would need greater evidence that it…
Trump’s ‘Phase 1’ trade deal isn’t the concrete base to build the 2020s on. It’s a short-term deal that fits…
The outcome of Saturday’s Taiwanese presidential election was no great surprise. It reinforces the problems China and President Xi face…
Don’t look now, but actually Taiwan is doing very well out the US-China trade war. Despite that, all is not…
The victory of pro-democracy candidates in the weekend’s Hong Kong (HK) district council elections creates another problem for US/China trade…
The old Hong Kong we knew will not return. The political social and economic model is dead. This makes Hong…
Another ratchet up in the US-China trade war and the intensification of the Hong Kong protests mean that we would…
The state also was the key player in all the Asian emerging markets that graduated from middle-income to rich economy…
G20 bout resulted in no knock-out! We got a trade war truce, but we didn’t get any shift in the…
The most dangerous fights are the ones where both contenders have total confidence they will win. The US-China trade spat…
The breakdown of US/China trade talks and President Trump’s decision to add a further layer of tariff s on Chinese…
By a narrow probability, it is likely that the US-China trade talks can be saved. But only just. The complacency…
