China has become more focused on projecting economic power to emerging-economy allies. It is time to recalibrate our expectations to match China’s outward-looking ambitions.
Tag Archives: China
Coronavirus threat is probably worse than you think
We see the key risk for financial market participants worldwide coming from the vulnerability of China’s financial sector.
Is the U.S.-China spat to blame for the world’s trade woes?
We do not believe the global headwinds to prosperity will be eliminated by a rollback of tariffs between the United States and China.
Does China’s economy need stimulus?
China’s economy doesn’t need stimulus to offset the impact of the U.S. trade war. The bigger threat: African swine fever.
Time to lose sleep over world trade slowdown?
We are on the alert for more bad global economic news in the months ahead if the drop in world trade continues.
China will not bow to U.S. bullying
Team Trump has set off the mother of all trade wars with China by making a series of gross miscalculations.
Japan-style death spiral for China?
Will similarities with Japan’s banking practices of the 1970s and 1980s be the death knell for China’s economy?
Sad day for the global economy
While the United States fights a futile trade war with China, the rest of the world loses.
Could Iran sanctions advance yuan globalization?
In principle, Iran could sell its oil for yuan, running the transactions through China-based financial institutions, futures markets and clearing institutions.
China’s financial reforms are linked to petro yuan
Foreigners will need access to high-quality yuan assets—liquid and market-priced—if they are to be induced to hold yuan reserves.