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China vs the Rest - Finance
The Financial sector is a natural beneficiary of globalisation and confidence in its outlook has been suffering as a result of the escalating rupture between the US and China.
- Date published
- 27 Jan 2021
- Tag
- Trade Wars
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China vs the rest - Materials, Agriculture and Energy
Geopolitical struggles directly impact investment outcomes in commodities.
- Date published
- 15 Jan 2021
- Tag
- Trade Wars
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China vs the Rest – Technology is a key battleground
The showdown between the US and China continues to dominate every facet of policymaking and technology is viewed by both sides as critical to the geopolitical struggle.
- Date published
- 16 Dec 2020
- Tag
- Trade Wars
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China vs the Rest - Geopolitics
If the US and China cannot find a workable arrangement that supports the normal functioning of the international system, they will each line up their respective teams.
- Date published
- 1 Dec 2020
- Tag
- Trade Wars
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US vs China over Hong Kong
Monitoring the escalation of the confrontation between the United States and China over the last few years has felt like watching a slow-motion train crash. The negative implications of the trade wars for both sides are obvious for all to see.
- Date published
- 2 Jun 2020
- Tag
- Trade Wars
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Struggle for oil market supremacy
The confrontation is being billed as Saudi versus Russia, but they both want to knock out a common irritant: US shale oil producers, who they feel have had a free ride (with free money) while the two heavyweights have taken the pain of price
- Date published
- 11 Mar 2020
- Tag
- Trade Wars
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COVID-19: are we ready
COVID-19 is now present in every continent and the rate of confirmation of new cases is accelerating, with new epicentres in South Korea, Iran and Italy...
- Date published
- 5 Mar 2020
- Tag
- Covid-19
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Death and Taxes
In most countries, populations are getting older and living longer, with clearly increasingly onerous implications for the corresponding expenses (healthcare, pensions and social benefits/care)...
- Date published
- 24 Feb 2020
- Tag
- Global
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Indian labour law reform
At first glance, labour law would seem to be a bit esoteric for most people, even diligent investors. However, it is one of the structural levers that can be instrumental in boosting economic growth.
- Date published
- 29 Jan 2020
- Tag
- Emerging Markets
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New Coronavirus outbreak
The Emergency Committee of the World Health Organisation met on 23rd January, to consider the outbreak of a new strain of the Coronavirus, which originated in Wuhan, Central China.
- Date published
- 29 Jan 2020
- Tag
- Covid-19
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Global growth – what should we worry about?
The IMF’s latest World Economic Outlook is cautiously optimistic on the prospects for a gradual global economic growth recovery...
- Date published
- 22 Jan 2020
- Tag
- Global
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What Currency Manipulation?
In another historic move, the US Treasury has reversed its designation of China as a currency manipulator, after only four months. It sounds important, but it is essentially more meaningless theatre for investors...
- Date published
- 16 Jan 2020
- Tag
- Trade Wars