China

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...