Economist and Author

Demographics

Squaring the ageing circle
Life expectancy is increasing as the working-age population dwindles, how do we maintain our quality of life? Read more →
Common prosperity: more slogan than solution
What does China mean by 'common prosperity', and is it an answer to anything ? Read more →
China’s Journey into the Unknown
With a wave of regulatory and other actions against leading private-sector firms, Chinese President Xi Jinping clearly intends to re-establish the Communist Party’s ultimate control over all aspects of Chinese life. Yet that effort may well kill the goose that lays the golden eggs. Read more →
End to China’s estate market boom could spell trouble for the economy
Housing activity accounts for 29% of GDP, and Evergrande’s debt crisis is sign that more broadly things could soon change Read more →
Is it time to avoid investing in China?
While economic growth remains strong, Beijing’s crackdown on private business bodes ill for portfolio investors Read more →