It used to be Top of Mind for investors. China was an economic power house driving global markets and commodities. Posting annual growth rates of 10% and more in the early 2000’s, the health of the Chinese economy was a critical box to tick in building a positive case for financial investors. Not any more.Continue reading “China: More Risk than Return?”
Category Archives: #China
For investors, does China matter anymore?
The South China Morning Post is worried about a recession in China. Fortune magazine speaks of a dead-end for the Chinese economy. And Bloomberg talks of China’s economic miracle fading. Chinese consumers lack confidence and the property sector’s problems seem to be intractable. It seems a far cry from the years when China was growingContinue reading “For investors, does China matter anymore?”
Understanding China
Last week, two of the world’s most powerful leaders met in San Francisco. One representing a resilient economy with continuing impressive growth in numbers of people working. The other heading up an underperforming economy with huge issues in key sectors such as property – but China still matters. For many investors, China is just aContinue reading “Understanding China”
Globalisation – is it over? Does it matter?
Talk of the end of Globalisation seems everywhere. Tanaiste Michael Martin and Ursula Von der Leyen, European Commission President, have both spoken recently about “de-risking” our trade flows. More extreme views believe that current global trade trends point to the end of Globalisation. The Peterson Institute sees Globalisation in retreat, and in its place theyContinue reading “Globalisation – is it over? Does it matter?”
Tradewinds 