Category China

Will China ever be as investible as the West?

The media is full of China noise – does the rising tension mean it may become un-investible? The Chinese economy is very different, but recognisably similar. Investment into China boils down to how effectively a capitalist economy can succeed in the face of government diktat, bureaucracy, and intervention – and on that basis it’s a proceed with caution market.  

Forget the noise, distractions and sausages, the real issue is inflation vs deflation

As the UK and Yoorp prepare for a set-to over Sausages, the real issue remains inflation vs deflation. Are rising PPIs in China due to speculation on commodities boosting prices, is inflation due to supply glitches, and are the longer-term threats of Central Bank taper, growing West-East tension, and the reality of pandemic debt likely to tip us back into a deflationary cycle?

BatPoop Crazy Stories May Herald a New Trade War

Everyone loves a conspiracy theory, but what if the stories Covid escaped from a China virus lab take hold? We will never know the truth, but as the  rumours multiply, they could trigger renewed trade-war. It could unravel China’s regional hegemony and trigger a dramatic reversal for the global economy -especially for China.
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