Category Archives: China

The Overlooked Past Behind U.S.-North Korea Tensions & How South Korea Could Forge Peace

Some history on the hostilities between the US and North Korea, and how that plays into the recent escalation of tensions.

Faster Fashion Cycle Accelerates

Sustainable fashion initiatives face huge obstacles in displacing fast fashion’s popularity, despite fair labor and environmental concerns.

Philippines President Duterte Orders Troops to Occupy South China Sea “Islands”

Philippines’ President Duterte decides to hot things up a bit in the simmering South China Sea hostilities.

Magnus: China Must Reform or Bust

China’s debt markets are looking more and more like the West, circa 2007. And it’s not clear the government can intervene as successfully.

Competition From China Reduced Innovation in the US

Reduced innovation is another reason to question using China as America’s outsourced manufacturer.

Globalisation and Economic Nationalism

An in-depth data analysis shows a strong correlation between exposure to competition from imports and a rise in right-wing nationalism.

Chinese Mortgages Tighten Fast

Chinese mortgages, which have been the driver of credit growth, are now hard to get. Is this just a short-term tightening?

China Banks in 2017: No Rebound in Sight, Rising Risks for Smaller Banks

Why there is no cause for cheer on the China banking front.

Rex Tillerson Backs Aggressive Policy in Disputed South China Sea as Exxon, Russia Eye Region’s Oil and Gas

Oil may be a big reason behind the Trump Administration’s aggressive stance towards China’s territorial claims in the South China Sea.

Fast Fashion: A Few Thoughts Sparked by Recent News

Fast fashion is flourishing in the US, despite problematic labor practices and the considerable environmental costs it generates.

Trade War Threat Grows

Will Trump bumble his way into a trade war?

The Fed in an Age of Uncertainty

How uncertainty over the wisdom of the Fed starting to tighten in 2017 and its reading of Trump policies might impact other economies.

Nomi Prins: My Political-Financial Road Map for 2017

Some specifics of why political risk and central bank policy will make for a wild ride in 2017.

Chanos: Is a Big Change Underway in Global Capitalism?

Storied short seller Jim Chanos takes a long view of recent political and economic changes, including, of course, the Trump win.

As China Fortifies Its Little Islands, PACOM Moves F-22s to Darwin

China and the US are making thread displays at each other. Not big ones, but still meant to be noticed.