China

La Samaritaine department store in Paris that was founded in 1870 is of such majestic art deco and art nouveau styling it was declared a national monument in 1990. The...

In what follows I will swiftly cross Continents to consider the futures of four enigmatic economies. The fortunes of two of these concern me greatly but, that of the...

In the AFR I write today that if you believe the excerpts from John Bolton’s new book on his term as national security adviser to President Donald Trump, the putative...

One of the things our team is very focussed on right now is relations between China and the West, and what this portends about the future. There is little doubt that...

Today in the AFR I write about the coming of Cold War 2.0 after last week's missive explaining that the only important questions right now revolve around who is...

Working as a young analyst on Wall Street, Qiao Ma, Portfolio Manager at Cooper Investors, had the privilege of direct contact with legendary hedge fund manager,...

In the AFR today, I write that there are only three important questions in financial markets right now. In fact, one could argue that these are the most serious...

Our latest Complexity Premia podcast episode has gone live, where Ying Yi Ann Cheng and I discuss a wide range of topics, including:the impact of COVID-19 on financial...

The US forces stationed in the Philippines in 1942, faced an impossible task. The Japanese Imperial army had taken control of most of South East Asia and there would...

Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19...

In his masterpiece, The World in Depression, Charles A. Kindleberger concludes the major cause of the Great Depression was a paralysis of leadership caused by the...

Companies in China appear best placed to emerge soonest and with least damage from the global coronavirus pandemic, according to a survey of Fidelity’s equity and...

Global equity markets have seen some of the most precipitous declines ever over the past three weeks. The US is, for all intents and purposes, in bear market...

One of the real-time gauges of Chinese activity that we monitor live are traffic congestion statistics. As you can see from the charts below, it certainly seems that...

While the overall market continues to push higher against a tempest of macroeconomic headwinds, several darlings have recently been struck down by the perfect storm. ...

The lengths to which authorities around the world are going to contain the novel coronavirus, the liquidity that is being pumped into the financial system by central...

Apart from catching up with family and friends and listening to Big Block on repeat with the kids, we spent countless hours during the recent holidays reading and...

The Chinese mobile telecommunications market is the largest in the world in terms of subscribers and is leading the transition to a 5G world. China Mobile (HKG: 0941)...

Awareness of potentially high-impact but improbable developments should help investors prepare for unexpected changes in market conditions. In our base case, the...

As 2020 gets into full swing it is news of a potentially devastating virus that has gone viral. As such, I thought I would take a look at the the potential economic...