25 October 2018 We all know China's economy is slowing. Indeed, markets and pundits agonise when GDP results fractionally dip below expectations, as highlighted by the spike in market volatility following the recent news Chinese output advanced "only" 6.5% during Q2 2018 (compared to the 6.6% forecast). To be sure, such results seem disappointing, as [...]
4 April 2018 Enjoy the podcast in which I review how well our 2018 strategic themes are playing out, and take a look athe the rest of the year. Inflation, populism, and protectionism were the key Q1 market drivers, even as the US tax reform boosted American corporate earnings significantly. Personnel changes at the White [...]
4 April 2017 When Chinese President Xi Jinping visits Florida, trade will be at the top of the agenda. The meeting occurs at a pivotal moment when President Trump’s “America first” agenda has put China in the unusual position of being the champion of liberal global trade. Indeed, America’s withdrawal from the Trans-Pacific Partnership provides [...]