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US WITHDRAWAL FROM AFGHANISTAN #276

GOOD MORNING FROM LONDON At first sight, the US withdrawal from Afghanistan seems the right thing to do. In justification, Biden said 8 July 2021...

WARBURG PINCUS + CHINA #274

GOOD MORNING FROM LONDON This daily column has highlighted the Big Divide between Washington + Wall Street. Biden follows Trump + maintains a De-Coupling policy...

GETTING BEHIND THE JARGON #272

GOOD MORNING FROM LONDON Why is China receiving such negative attention? Because it is a Challenge that will not Go Away. China is new, different, significant + successful....

XI JINPING MAKES A SIGNIFICANT SPEECH #268

GOOD MORNING FROM LONDON At a ceremony in Tiananmen Square to mark the 100th anniversary of the Chinese Communist Party of China (CCP), President Xi...

BIDEN’S TWO-TRACK APPROACH TO CHINA #261

GOOD MORNING FROM LONDON 6 months into his Presidency, Biden is seeking to combine a "Hot + Cold" approach to China. Hitherto there has been...

DE-COUPLING? WHAT DE-COUPLING?

GOOD MORNING FROM LONDON #240 Trump imposed $bns of tariffs on China - clothes/footwear/food. But Biden has done little to make a change. Trump Continues...

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