Could a U-Turn on U.S.-China Negotiations Prevent a New Cold War?
The tweet may be a highly effective means for Donald Trump to manage the news cycle. But the methodology does not lead to coherent economic analysis. Tariff... Read More»
China
China Declares North American Marijuana Legalization is a Threat
Beijing has described cannabis legalization in North America as a “new threat to China” after reporting an increase in marijuana being trafficked into the count... Read More»
Little Hope Left as Trade War Escalates Into a Tech War
I am currently looking wrong on the U.S.-China trade dispute. The view here had been to expect a deal on trade between U.S. and China because of Donald Trum... Read More»
Huawei Saga Takes Another Unexpected Turn
The U.S.-China trade war escalated last week after Washington barred American companies from working with Huawei, China's largest smartphone manufacturer. On Mo... Read More»
What China Slowdown? Alibaba Revenue and Earnings Surge in Q3
Shares of Alibaba Group Holding Ltd. (BABA) rose on Wednesday after the China-based retailer reported blowout corporate earnings, defying a broad cooldown in th... Read More»
China’s Erratic Housing Market and the State of its Credit
The most important economic data to monitor in Asia this year will be Chinese credit data. On this point, the data for March has confirmed the moderate uptr... Read More»
Has the Economy Reached a State of “Benign Equilibrium”?
The change of stance by the Federal Reserve has naturally raised hopes that the U.S. economic cycle has achieved a so-called “benign equilibrium”, where gro... Read More»
Chinese Healthcare Company Partners with Israeli Cannabis Firm
Chinese healthcare firm Thalys Medical Technology Inc. (SHA: 603716) has turned to Israel for help as it bids to accelerate the development of China’s medical h... Read More»
Why the Stock Market Rally Has Resumed and What to Expect
Strategist Christopher Wood writes about the factors involved in the resumption of the stock market rally and what we could expect to happen.... Read More»
