We should collaborate where we can with China when our interests are aligned, but trust relations have to work both ways, and right now China is deemed untrustworthy. [Read now...]
- PMP Magazine Contributor.
- 10 articles in PMP Magazine
Economist, Author and Commentator. Associate at the China Centre, Oxford University, and adviser to some asset management companies. Former Chief Economist at UBS. Global macro, China, demography.
So much on Covid-19, and why I think it has become a metaphor for China’s economic development conundrum. Forceful but brittle, secretive, and controlling governance. [Read now...]
China-watchers are paying close attention to the structural slowdown in China’s economy and the potential risks in China’s banking system. [Read now...]
In which I take issue view that China clamping down on Hong Kong doesn’t matter that much economically, because it’s already a minnow. True, but not everything that counts can be counted, and Hong Kong still offers China significantly capital, clout and kudos. [Read now...]
The UK-Huawei controversy is not unique and not only about who owns it. It is also about key questions of which Chinese companies we want to engage with, what they are, and on what terms? No room for UK government’s political kowtowing here. [Read now...]
As punditry goes overboard on the 2018 outlook, what do we really know? What we should be looking for isn’t so much forecasts as discontinuities. [Read now...]