cold war

The spectre of Chinese nuclear submarines, destroyers, fighters, and bombers based in the Solomon Islands, merely 1,752 kilometres from Australia’s mainland – and...

Thematic Investors are focused on how the forces of change shape our investment landscape. In the past year, tensions between the USA and China have shifted from a...

The financial market topic of the day seems to be China Evergrande Group (aka Evergrande), and the news on 15 September 2021 that China’s Ministry of Housing and...

In the latest episode of the Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of topics including: What has driven market performance over April,...

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...