While nothing’s fixed until the fat lady sings and a week is a long time in politics, the signals and the signs in the media currently all point to smooth sailing for the 20th Party Congress... Read more
The lack of transparency on a system generates endless speculation, and there are always people who support both sides of the argument. But the evidence supporting the view that China is fac... Read more
In a strange reprise of March, there are now areas of Xi’an and Shanghai which are being locked down thanks to the ever-frisky omicron variants (now plural) which refuse to obey the clear in... Read more
From time almost out of mind, China has always followed a clear and strict annual schedule to match the cycle of the moon. The lunar new year is followed by the National People’s Congress, w... Read more
Thoughts of decoupling and the potential consequences continue to occupy our attention. And finance is the focus at the moment. The big investment banks waited for so many years to get full... Read more
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