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China

Why Investors Need to Keep Paying Attention to Supply Chains

Supply chain issues were top of mind for investors in…

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

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

The Anti-Davos Trade

Despite the backdrop of doom and gloom at the World…

Will China’s Economy Come Out Swinging?

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

China Is the “X” Factor

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

The Turn Is a 2023 Story

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

China: The Next Five Years and Beyond

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

What’s Next in Xi’s “Great Struggle”

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

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

Making the call for the failure of the Hong Kong…

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

Emerging Markets pioneer Mark Mobius believes a military conflict between…

Here’s What You Won’t Read in the FT

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

Why There Are Only “Less Bad” Outcomes

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

What Will the World Look Like in Five Years?

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

Why Putin Must Win His Broken War

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

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

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

There’s Big Trouble in the Middle Kingdom

Among the most critical issues of world peace right now…

Global Recession? What You Need to Know

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

First COVID, Then War, Now COVID

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