China Economic ReviewUS and China officials had discussions this week on some of the many many issues facing the two countries in Madrid, and Mr. Trump is expected to have a call with the Chinese leader Mr. Xi today. As a start, talking is definitely good. There are also some indications of the results of these interactions […]
Up until recently there has been a clear division in terms of structure and perception between the West and China, with the West often superficially appearing to be a mess while the structure and institutions underneath are strong, leading to a fundamental confidence in it. China has been in many ways the opposite, superficially everything seems […]
The US under the Trumpian administration has begun implementing new tariffs on small packages from everywhere in the world, closing a loophole that has allowed billions of dollars of goods to enter the country duty-free. A tariff waiver that allowed goods worth less than $800 to enter the US duty-free is now gone, and all […]
Measuring China’s economy, getting a sense of what is really happening out there, is never easy, but it’s always useful to take a view on the property market, which has had a central role to play for 30 years and more. And it’s not going well still. This week we see that the number of […]
There is a lot happening, but nothing stands out as being the number one item for the week. In one interesting piece of news, the world‘s largest hedge fund, Bridgewater, announced that it has sold all of its US-listed China assets over the second quarter. Which is a pretty definitive statement on its view with […]