China

A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...

When an economic crisis arrives, there’s often two key economic arguments that play out. First, how much government stimulus should occur to replace the reduced...

In the AFR this weekend I write that investment decisioning is complex right now because the world is in such an unusual and fluid place. One of the most important...

In what follows, I wish to deal with how the UK’s engagement with China will stress and strain in the near-term, but should inevitably see them collaborate in a way...

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,...