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DOES DE-COUPLING  WORK PART 2 #285

GOOD MORNING FROM LONDON Can the combined might of West blunt China’s economic progress? Can the West significantly de-rail China’s surge of growth? The present...

DOES CHINA WANT TO BE A SUPERPOWER? #283

In todays FT, Gideon Rachman poses the question “Does China want to be a Superpower?”. It is interesting  that such a prominent China observer...

UK TRADE WITH CHINA

GOOD MORNING FROM LONDON  #282  19 JULY 2021 In recent days UK/China relations have been thrown into question over China’s interest in the Newport Wafer Fab Company (“Newport”). UK...

CHINA’S HOUSEHOLD WEALTH – GOING WHERE? #280

GOOD MORNING FROM LONDON Is there a link between China’s loosening of capital controls on household wealth + the decision to allow Wall St –...

FORMER GOOGLE CEO ON CHINA #277 

GOOD MORNING FROM LONDON China's capabilities in artificial intelligence are "much closer than I thought" to catching up to the USA, former Google CEO Eric...

WHY DOES US CAPITALISM INVEST IN CHINA?  #274

GOOD MORNING FROM LONDON Wall Street wants more of China. Why? 1.     Wall Street does not want to “de-couple”. It does not buy into the argument that...

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