Phase 1 Trade Deal: A New Normal in US-China Relations
The “Phase One” deal signed by US President Donald Trump and China’s Vice-Premier Liu He, marking a ceasefire in trade…
Geopolitics And Global Volatility
Economic trends clearly point toward higher inflation and interest rates ahead, which will likely make capital markets more volatile. Based…
China’s Ambitious Global Agenda
Globalization is failing, at least in part, according to some leaders. In January, Joe Biden, the then US Vice-President, said:…
China Real Estate: A Property Conundrum
China’s housing sector has become too big to fail. Real estate investment accounted for over 10 percent of the economy…
China: A Roadmap For Continued Economic Reforms
Last month’s meeting of China’s ruling elite reconfirmed several trends which are important for global investors. Xi Jinping is the…
