Economist and Author

Emerging Markets

Yuan’s Slide Is Gold Standard Moment for China
The yuan anchor for China, Asian trade, the global monetary system and US China relations now looks a lot less solid Read more →
Boris Johnson’s “boosterism” strategy could pay off politically
The new PM is betting that he can pump up enough confidence—and money—to see him through a difficult autumn Read more →
Red Flags discussion on line with Bloomberg’s John Authers and Shuli Ren
An online transcript of Q and A related to Red Flags: Why Xi's China is in Jeopardy Read more →
China’s economic growth has halved—and it is set to halve again
The immediate problem is the trade war but there are structural issues at home causing deeper malaise Read more →
Watch the financial cycle: are we headed for recession?
Indicators suggest that something is not right at all Read more →