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Numbers numbers …

China’s National Bureau of Statistics has come out with the GDP growth rate for Q1 and pegged it at 5%. This is a number that deserves some thought. First of all, the annual growth rate approved at the NPC last month was a range between 4.5 to 5%, which gave a sense of flexibility in […]

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Weekly

Intermission?

So we have a pause of some sort in the war in Iran as Trump faces the prospect that the fundamental goal of the attacks in the last few weeks have been a failure, in that they have not achieved his stated goal of effecting a fundamental change in the political makeup of Iran. There […]

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Weekly

Choke points

The world is heading into ever more treacherous waters and the view that the Trumpian chaos and Iran war are overall of the benefit to Beijing is a strong theme out there at the moment. We would say, however, that it is too early to say. There are some truly horrendous potential outcomes to what […]

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Weekly

The shadow of war

The war in Iran continues and its impact is growing. It has the potential to push the world, as well as individual regions and countries into troubled waters, and that was indicated most clearly in terms of China by the unusual move on Wednesday of announcing that Foreign Minister Wang Yi had urged Iran to […]

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Weekly

The Great Gulf Game

What the China system likes more than anything else is certainty, but the war in Iran is creating situations that are very hard to predict. Beijing has on one level been interested in playing a middleman role, and just a few years ago, very prominently arranged for a detente of sorts between Saudi Arabia and […]