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DOES DE-COUPLING WORK? #284

GOOD MORNING FROM LONDON Remember the bigger picture. China is on the Rise. The US is falling behind. The Balance of Power is changing. Washington...

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 –...

CHINA AND “THE END OF HISTORY” #279

GOOD MORNING FROM LONDON Francis Fukuyama has just published “After The End of History”. It focuses on the development of history + asks the question, “Where is History...

THWARTING US REGULATORS #278

GOOD MORNING FROM LONDON Does China need US Capital? Didi Chuxing, a popular taxi company pressed forward with its $4.4bn US public offering just as the Party in China...

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