Another week dominated by the continued process of decoupling. The US and China held trade talks in Shanghai, to symbolically remind all participants of the detente reached in the city in 19... Read more
China’s latest stock market, STAR, made its debut and created an opportunity for a bunch of companies and their institutional investors to offload a vast amount of stock into the hands of Ch... Read more
The vibes on the US-China trade talks are all increasingly negative and the sense is of a hardening of positions on both sides. An interesting analysis this week suggests that China is going... Read more
There is a palpable sense of economic slowdown, of no imminent US trade talk breakthroughs, and of continuing overall tightenings. The impending massive purchases by China of US agricultural... Read more
So Trump and Xi met on the edges of the G20 in Osaka, and what precisely came out of it? The answer seems to be almost nothing. We are fundamentally where we were before. Agreement was reach... Read more
