Tag China

China and the West are Diverging – how must less investible will The Middle Kingdom  become?

China and the West are diverging into different economic camps. It stings both ways – Western companies trying to build new but more costly secure supply chains, while the Chinese economy struggles with lost orders. Can there be an accommodation? China and the West are diverging into different economic camps. It stings both ways – Western companies trying to build new but more costly secure supply chains, while the Chinese economy struggles with lost orders. Can there be an accommodation?

Global Politics – the future, and how much instability will feed into markets?

Political instability is turning into a global competition as Bolsonaro supporters storm Brazil’s Government, the CCP reopen China’s Borders to chaos, and the US Speaker deals with political hi-jackers to secure his seat. All will have consequences and should make markets nervous.

Big Shifts last week set to dominate markets long term

Last week saw a succession of fundamental shifts in how the global economy is working: inflation, China’s reopening, western politics, crypto, Climate Change, Tech stocks, and in Ukraine. These all have significant potential market implications.