China Deleveraging: Xi's Balancing Act
In China: The Xi Era, we explained the ambitions and priorities that underlie China’s paramount leader. But as the PBoC and Mr Xi seems to...
127 Views
China in the Early Stages of a Cyclical Upturn
Xi Jinping is not the cuddly, panda-like uncle that he appears on international TV at G20, Davos and Boao forums. He has rejected entirely the free...
159 Views
IMF Warns of Excessive Global Borrowing
The IMF’s Fiscal Monitor (April, 2018) reports that global debt is at historic highs, with the media singleing out China and the US. China alone...
104 Views
The Market Sentimentalist - Jaw-Jaw Or War-War?
Trade wars are back in vogue.President Trump has threatened to retaliate to the Chinese retaliation to his decision to sign off on aluminium and...
140 Views
China: Deleveraging Delusions
The Chinese government takeover of Anbang Insurance rekindled gross misunderstandings regarding deleveraging in China. The media fired off...
154 Views