Browsing Tag


China risks a ‘Minsky Moment’

China's debt build-up has provoked increasing concern amongst Beijing’s policy makers. The resultant excess capacity exports deflation to the rest of the world. This creates pressures for China’s competitors which could engender a tougher…

My thoughts on Trump’s trade war

People are now talking about a trade war. But How will Trump implement his tariff plan? Who will the targets be? How will they respond? What will the economic and political ramifications be? We simply don't know. There will be great…
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