The end of China’s real estate bubble will impact global supply chains, exports and growth
26th September 2021 by

“How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly....

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The blog’s 14th birthday – and the New Normal world it predicted has arrived
27th June 2021 by

The blog has now been running for 14 years since the first post was written from Thailand at the end...

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OPEC set to lose out as Biden, EU and China focus on Climate Change opportunities
6th December 2020 by

OPEC used to dominate global oil markets. In the early 1980s, there was even talk of another OPEC ca...

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Resilience amidst headwinds is key for H2
30th June 2019 by

Resilience is set to become the key issue as we look forward to H2, as I note in a new analysis for ...

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US-China trade war confirms political risk is now a key factor for companies and the economy
12th May 2019 by

There are few real surprises in life, and President Trump’s decision to launch a full-scale tr...

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Don’t get carried away by Beijing’s stimulus
7th April 2019 by

Residential construction work in Qingdao, China. Government stimulus is unlikely to deliver the econ...

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Chemical output signals trouble for global economy
4th November 2018 by

A petrochemical plant on the outskirts of Shanghai. Chinese chemical industry production has been ne...

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China’s lending bubble is history
27th May 2018 by

As China’s shadow banking is reined in, the impact on the global economy is already clear, as ...

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China’s role in market volatility – Beijing’s shifting priorities raise questions over assumptions of global growth
19th February 2018 by

Commentators have confused cause with effect when analysing this month’s sudden downturn in fi...

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The return of volatility is the key market risk for 2018
8th January 2018 by

We are living in a strange world. As in 2007 – 2008, financial news continues to be euphoric, ...

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