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WHY DOES US CAPITALISM INVEST IN CHINA?  #274

GOOD MORNING FROM LONDON Wall Street wants more of China. Why? 1.     Wall Street does not want to “de-couple”. It does not buy into the argument that...

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’S SPEECH KEY POINTS #269

GOOD MORNING FROM LONDON 100 years in existence. 72 years in power. From the Caves of Yanan to Tiananmin Square. “Don’t talk down to us”. No Chinese hegemony. Taiwan belongs to China. Do...

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...

CPC CELEBRATES 100 YEARS #267 

GOOD MORNING FROM LONDON China + the West are eyeballs to eyeball. The two entities reflect quite different priorities + have fundamentally different interests. The...

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