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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Anti-pollution drive hits China’s role as global growth engine
4th December 2017 by

China is no longer seeking ‘growth at any cost’, with global implications, as I describe...

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China’s central bank governor warns of ‘Minsky Moment’ risk
13th November 2017 by

The world is coming to the end of probably the greatest financial bubble ever seen.  Since the fina...

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Budgeting for the Great Unknown in 2018 – 2020
23rd October 2017 by

“There isn’t anybody who knows what is going to happen in the next 12 months.  We’...

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President Xi focuses on pollution, not growth, as key Party Congress nears
18th September 2017 by

Imagine living in the capital city of a major country, and suffering the level of pollution shown in...

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Chemical industry data shows reflation remains hope, not reality
31st July 2017 by

Western central bankers are convinced reflation and economic growth are finally underway as a result...

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China’s changed priorities signal end to stimulus
8th June 2017 by

China’s ‘One Belt, One Road’ project and the need to reduce pollution have replace...

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Trump, Xi have 100 days to avert US-China trade war
12th April 2017 by

Last week’s summit meeting between US President Donald Trump and China’s President Xi Ji...

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“Everyone wants to be rich”: Divorces soar with land prices as China’s housing bubble enters its final stages
9th November 2016 by

One thing that “everyone knows” in China’s Tier 1 cities is that property prices c...

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President Xi takes “core” leader role as China heads for political turbulence
28th October 2016 by

Outside observers often imagine that China’s political structure is uniquely disciplined ̵...

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