China – Involution, deflation and...
‘Involution’, or ‘nei-juan’ in Chinese, is the new buzzword in commentary about China’s economy1. It refers to excessive and self-defeating…
11/08/25
China
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Weekly Market Update – Has...
The retreat of foreign investors from US assets after April’s ‘Liberation Day’ tariff bazooka may be over already: US Treasury…
23/07/25
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What does the Sino-US trade...
China and the US have reached a preliminary agreement on a trade negotiation framework that looks more likely to be…
24/06/25
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Weekly Market Update – Asia...
The US Federal Reserve is waiting to gauge the impact of the administration’s import tariffs on US growth and inflation…
14/05/25
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Graph of the Week –...
Given China’s central role in the long and sophisticated supply chains for US manufactured goods, prices of Chinese imports play…
14/05/25
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Investing in China’s energy transition
As the world’s second-largest economy and the largest energy consumer, China tops the tables of carbon emitters, accounting for one…
28/04/25