Welcome to the New Normal – a look ahead to 2030
1st November 2020 by

10 years ago, I took a look ahead at what we could expect in the next decade, as discussed last week...

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Oil prices signal potential end to the V-shaped recovery myth
26th July 2020 by

Oil prices have moved into another ‘flag shape’ – which previously provided critic...

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China’s property sector is at the epicentre of the crisis
29th March 2020 by

A branch of Centaline Property Agency in Hong Kong © Bloomberg Indebted Chinese property developers...

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“They may ring their bells now, before long they will be wringing their hands”
15th March 2020 by

The wisdom of Sir Robert Walpole, the UK’s first premier, seems the only possible response to ...

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Chain’s smartphone and auto sales tumble as coronavirus hits demand
8th March 2020 by

China is the world’s largest market for smartphones and autos – responsible for c30% of ...

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China’s lockdown makes global debt crisis now almost certain
23rd February 2020 by

Beijing has a population of 21.5 million, but you wouldn’t know it from this BBC video from la...

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Coronavirus disruptions make global recession almost certain
11th February 2020 by

Last month, our Hong Kong-based pH Report colleague, Daniël de Blocq van Scheltinga, warned of the ...

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Automakers face stiff headwinds in big emerging markets
19th January 2020 by

Brazil, Russia, India and China disappoint as manufacturers face investment demands of EVs © Bloomb...

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Will stock markets see a Minsky Moment in 2020?
5th January 2020 by

Few investors now remember the days when price discovery was thought to be the key role of stock mar...

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Polyethylene’s crisis will create Winners and Losers
8th December 2019 by

Polyethylene markets (PE) are moving into a crisis, with margins in NE Asia already negative, as I h...

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