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Tuesday, December 6, 2022

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CHINA TO DE-COUPLE FROM THE U.S. FINANCIAL SYSTEM? #433

GOOD MORNING FROM LONDON China's holdings of U.S. government debt have fallen below $1 trillion for the first time since 2010, with concerns about the...

US/EUROPEAN INVESTORS POUR INTO CHINA #426

GOOD MORNING FROM LONDON The FT reports that Western investors pumped a record amount into Chinese equity exchange traded funds in June as the mainland...

CHINA AND CHANGE #414

GOOD MORNING FROM LONDON Remember the New Narrative. China is a threat to the West, to Taiwan, to the Uighurs, to Hong Kong, to the...

BLACK CAT/WHITE CAT V COMMON PROSPERITY – PART TWO #409

GOOD MORNING FROM LONDON The West’s mindset re China is flawed + leads to fundamental misinterpretations of China’s policy on issues generally. Accessing the Chinese...

BELT + ROAD INITIATIVE – THE FACTS #396

GOOD MORNING FROM LONDON There are two current issues in US-China relations; - US Secretary of State Antony Blinken’s speech on China on 26 May...

IPEF v BRI #395

GOOD MORNING FROM LONDON The main focus of world politics in recent months has been the Russian invasion of Ukraine but in the last few...

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