17 April 2018 As with any disputed relationship, there are three sides to every story: my version, their version, and the truth. So it is with the deepening Sino-American bilateral trade conflict. In order to reach a workable resolution to the current dispute (which I fully expect), policymakers on both sides need to consider the [...]
2 November 2017 Despite the flare up of dangerous geopolitical risks, Asian assets have performed exceptionally well in 2017. Indeed, after years of underperformance, the 28% gain in Asian equity markets is twice that of the S&P500. Likewise, shrugging off initial concerns after last year’s US election, most of the region’s currencies have appreciated handsomely [...]
Rocky Mountain Institute ReinventingFireChina_2016 There are few more important issues facing the planet and global economy than tackling China's environmental issues. The Rocky Mountain Institute analyses the future pattern of China energy consumption and production, and the implications of these trends.
The IMF provides in-depth assessments of key policy issues. How is the rebalancing of the economy progressing? Can the dramatic capital outflows be controlled? How are coporate deleveraging and SOE reform advancing? What steps are being taken to control coal-induced pollution? China IMF August 2016