Recent Articles from this contributor
The Year of the Bull? What China’s Reopening Might Mean for Emerging Markets in 2023
With its 180-degree turn on COVID and other policies, the world’s second largest economy is setting the stage for a broad-based EM rally.
Why Better Times May Be Ahead For China’s Stock Market
Beijing might finally be recognizing a reality famously expressed by political strategist James Carville 30 years ago: “It’s the economy, stupid.”
Inflation Everywhere? In Asia, Not So Much Yet
Inflation remains remarkably benign in Asia, while in other Emerging Markets it is following – or exceeding – the global trend.
Is China Still Investable?
Yes, but it’s a new kind of investable that should demand a different approach from investors in the future.
Joe Biden and the G7 Plan to Take on China. Will It Work?
As it stands, China’s economy will almost certainly surpass the U.S. and become the largest in the world by 2030 – if not sooner.