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Saturday, November 26, 2022

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How will China handle Evergrande? #337 

GOOD MORNING FROM LONDON  How will China handle Evergrande? Answer - in a controlled manner. The Government has been preparing for the crisis scenario since November...

“DECOUPLING” v “HOMECOMING” #300

GOOD MORNING FROM LONDON In January 2021 China Telecom was ejected from the New York Stock Exchange – to be joined by China Mobile +...

CHINA’S REGULATORS SPEAK TO GLOBAL INVESTORS #293 

GOOD MORNING FROM LONDON The FT reports today that China’s Securities Regulators held a phone call yesterday with Executives of Global Investors including Black Rock,...

“GOOD NEWS DRESSED UP AS BAD NEWS” #291

GOOD MORNING FROM LONDON A feature of Western media reporting of China is that the News Must Be Negative. China must be in Trouble. China...

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...

NEW ZEALAND STANDS UP TO US/UK PRESSURE

GOOD MORNING FROM LONDON #197 Relations between Australia and New Zealand are deteriorating. China is the focus with NZ rejecting the Five Eyes anti-China alliance....

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