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...
Tag: China
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...
A shock for the emerging world: the victory of Javier Milei in Argentina
“Libertarian outsider Javier Milei has won the Argentine presidency, promising a radical overhaul to address decades of political mismanagement. His strategy resonated with a population...
The European economy and China: the beginning of a trade war?
The stricter approach of the European Union towards China is shaped by French concerns that Beijing’s trade practices are starting to pose a critical threat...
The Credit Collapse in China
As the country’s real estate companies stumble, weak disclosure standards and contradictory communications are angering global bondholders and discouraging long-term investment in China. Dalian Wanda...
Saudi crude oil exports are in freefall
Crude oil exports have sharply declined in August as the kingdom leads the efforts of the OPEC+ alliance to reduce production and support oil prices....