Resilience is set to become the key issue as we look forward to H2, as I note in a new analysis for ...
ReadThere are few real surprises in life, and President Trump’s decision to launch a full-scale tr...
ReadResidential construction work in Qingdao, China. Government stimulus is unlikely to deliver the econ...
ReadA petrochemical plant on the outskirts of Shanghai. Chinese chemical industry production has been ne...
ReadThe blog has now been running for 11 years since the first post was written from Thailand at the end...
ReadAs China’s shadow banking is reined in, the impact on the global economy is already clear, as ...
ReadCommentators have confused cause with effect when analysing this month’s sudden downturn in fi...
ReadWe are living in a strange world. As in 2007 – 2008, financial news continues to be euphoric, ...
ReadChina is no longer seeking ‘growth at any cost’, with global implications, as I describe...
ReadThe world is coming to the end of probably the greatest financial bubble ever seen. Since the fina...
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