The great (earnings) divide
US earnings results for the third quarter have so far beaten high expectations, while European companies have undershot a far…
29/10/25
China
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Article
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Article
Corporate governance reforms take a...
We see corporate governance in China entering a new era. China’s corporate governance reform, led by the State Council, stands…
22/10/25
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Graph
Graph of the Week –...
As the Sino-US trade conflict intensified after 2018, China’s trade with the G3 countries declined. However, it remains high in…
11/09/25
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Article
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
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Article
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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Article
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