Sometimes its good to take a step back from the day-to-day markets, and focus on the bigger picture. Thus the chart looks at how markets have moved since the start of 2008 …
As the blog discussed last week, it seems that a new type of leader is starting to emerge in some of the world’s major countries. Premier Narendra Modi in India, like President …
We can all hope that China’s ‘collateral trade’ turns out not to be as big a problem as seems likely. But history shows that this type of problem has a way of …
The blog’s new Research Note in the ‘Your Compass on China’ series highlights the way that China’s commodity imports have been used to finance its housing bubble. This is clearly a shock for investors, …
Today, the blog launches a major new Research Note in the ‘Your Compass on China’ series, produced in association with leading Hong Kong-based financial advisory firm Polarwide. Titled ‘Here today and gone …
Operating rates (OR%) rose to 84% in the global chemical industry in April, according to data from the excellent American Chemistry Council (ACC) weekly report. As the chart shows: This was back at January’s rate, …
As promised yesterday, the blog looks today at the potential Winners and Losers from President Xi Jinping’s ‘China Dream’. It is a complete break from the policies of the previous leadership, which …
A new type of leader seem to be starting to emerge in China and India. President Xi Jinping in China, and premier Narendra Modi in India, are not spending much time studying the output …
It is impossible to overstate the seriousness of today’s threat from deflation. Policymakers refuse to accept that demographic change can create an economic impact. Instead, they want to believe that increasing debt …