Asian denial, china, opinion
Asia in denial

There is more to Asian denial than China’s unwillingness to admit the severity of its problems.

us treasury, us fed, china, trade war, china economy,
An expensive conflict Premium Story

The economic interests of a savings-short America are tightly aligned with its outsized imbalances of trade and capital flows

china, xi jinping
A China optimist’s lament Premium Story

Xi’s increased emphasis on security, power, and control undermines productivity at a time when China needs it the most.

A missed opportunity in Bali Premium Story

Bali showcased leader-to-leader exchanges between Xi and Biden. Need an institutionalised framework of Sino-American relationship management

Market Data
Market Data