It’s the end of summer, and the last week has been, relatively speaking, something of a lull. But not a lull in normal terms. The trade war with the United States appeared to be moving towar... Read more
One of the great misconceptions about China is that its stock markets are equivalent to other major world markets. One of the ways in which this is not true, we would argue, is the extent to... Read more
Faced with various problems domestically and externally, the decision in Beijing seems to be to just pile on the debt. After a year of relatively determined efforts to rein in this debt mons... Read more
Another week of escalating trade war, and further signs that China needs the West more than the West needs China. Wobbly currency and stock trends continued, and the “National Team,... Read more
It’s one of our favorite pop tunes, and we don’t think Sting was mulling the Chinese economy when he wrote it, the word resonates in terms of this week. The stock market plummeted more than... Read more
