China

Supply chain issues were top of mind for investors in…

Why Investors Need to Keep Paying Attention to Supply Chains

Andreas Steno Larsen explains why China’s reopening is a negative…

Why a Post-Lockdown China Is Raising Red Flags for India

Despite the backdrop of doom and gloom at the World…

The Anti-Davos Trade

China bids adieu to zero-COVID this week after its borders…

Will China’s Economy Come Out Swinging?

In a rare moment, mass protests broke out all across…

China Is the “X” Factor

This year has been about fighting inflation. Next year will…

The Turn Is a 2023 Story

Last week, China delayed the release of major economic data,…

China: The Next Five Years and Beyond

A crackdown on its tech companies, the collapse of its…

What’s Next in Xi’s “Great Struggle”

Making the call for the failure of the Hong Kong…

Here’s How the Hong Kong Dollar Breaks Its U.S. Dollar Peg

Emerging Markets pioneer Mark Mobius believes a military conflict between…

“It’s Time to Start Nibbling,” Says Legendary Investor

Chen Zhao makes a compelling case for his long-term bullish…

Here’s What You Won’t Read in the FT

Europe is headed for recession, according to Christophe Ollari, as…

Why There Are Only “Less Bad” Outcomes

“Regionalization” is the transition from a world of stable prices…

What Will the World Look Like in Five Years?

Russia’s invasion of Ukraine has nothing to do with NATO…

Why Putin Must Win His Broken War

Armies are on the march in Eastern Europe, globalization is…

Global Recession and Geopolitics: How the U.S. Could Come Out on Top

Among the most critical issues of world peace right now…

There’s Big Trouble in the Middle Kingdom

The war in Ukraine, China’s sweeping lockdowns, soaring inflation, shortages…

Global Recession? What You Need to Know

Russia’s invasion of Ukraine already made even more complex a…

First COVID, Then War, Now COVID

Enforcement of a “Zero Covid” policy means approximately 40% of…

What Do New Lockdowns in China Mean for the Global Economy?

Lockdowns of millions of people in Shanghai, Shenzhen, and other…

The Truth About Chinese Growth, Consumption, and Stimulus

The Federal Open Market Committee did what it said it…

“The Fed Has Everything Backward”

What if everything you think you know about money creation…

Is It Time for a Fresh Look at Money, Debt, and Deficits?

Inflation is the phenomenon right now, however you believe it…

How the End of the Asset Bubble Era Will Lead to a New State Capitalism

The best way to understand China’s posture toward the U.S.…

In This Great Power Conflict, China’s Grand Strategy Is Clear