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Saturday, November 23, 2024

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CHINESE REGULATORS v CHINESE BILLIONAIRES #310 

GOOD MORNING FROM LONDON  Shares in China’s top companies fell yesterday – Tencent closed down 4.1%; JD.com down 5.2% and Alibaba down 4.8%. Yesterday, as well,...

“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 +...

TWO WESTERN ECONOMISTS ON CHINA #148

GOOD MORNING FROM LONDON Today + tomorrow the column will focus on two assessments of China’s Economy and its significance for the future. The two authors...

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 –...

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...

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....

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