Economist and Author

Emerging Markets

First tariffs, and now a move to isolate China in global trade. Can the US succeed?
America’s new trade agreement with Mexico and Canada contains two provisions – limiting currency manipulation and trade with a ‘non-market economy’ – drafted with China in mind, and could be used as a template for future accords Read more →
The new north American trade deal contains a lesson for Brexit Britain
You can do a deal with China or the US but not both Read more →
Of course it was right to rescue the banks
Politicians who now criticise the bailout forget there was no alternative Read more →
Why the U.S.-China Trade War Is About More Than Trade
Bloomberg interview 24.09.2018 Here is my Bloomberg interview, Read more →
A protracted trade war has trenchant repercussions for China
Investors should be alert to the consequences of a lengthy commercial conflict Read more →