Energy Policy: European Inconsistencies Unmasked
European officials are engaged in discussions to maintain gas supplies via a crucial pipeline between Russia and Ukraine as they scramble to prevent Moscow’s war...
Tag: China
Fitch lowers China’s outlook to negative due to a rise in debt
Fitch has revised China’s outlook from stable to negative, stating that the government risks accumulating debt as it seeks to steer the economy away from...
Copper surpasses $9,000
Copper has surpassed $9,000 per ton, its highest level in 11 months, anticipating global supply issues. Prices surged this week after Chinese smelters held a...
Russia and China strengthen their economic ties
Trade between Russia and China reached a record $240 billion in 2023. Russia’s eastern neighbour has become the supplier of everything from clothing to machinery...
China at a Turning Point
China has set its annual growth target at around 5%, an ambitious goal that will pressure its leaders for ambitious stimulus plans as they seek...
What is China’s strategy after the Taiwan elections?
In the tightest elections Taiwan has seen in decades, voters returned the pro-U.S. ruling party to power despite frustrations over the Democratic Progressive Party’s handling...
Taiwan or a $10 Trillion Risk for the Global Economy
A war with Taiwan would have such an enormous cost that even those most dissatisfied with the status quo have reasons not to risk it....
2024, a High Geopolitical Risk
After 2023, an excellent year for risky assets despite the war in Europe and the Middle East and an increasing confrontation between the United States...
The Bursting of the Chinese Real Estate Bubble: A Policy Mistake?
In 2020, the darling of bond investors was called Evergrande. Investors loved the debt of the Chinese real estate conglomerate. It was liquid, linked to...