Economist and Author

Emerging Markets

The High Costs of Disengagement for China
In this new era of strategic competition between China and the West, disengagement is the order of the day. While this trend will impede economic growth, increase business costs, and raise prices for everyone, the economy that loses the most may well be China’s. Read more →
How the West got China so catastrophically wrong
Fifty years of encouraging closer economic links with Beijing has proved misguided Read more →
Sinostan and the Sino-Russian axis
China has opted at least for now to make its bed with Putin. But at some point, Chinese policymakers will have to weigh its politics-versus-economics contradiction more carefully, and may come to see Putin as a fly in the ointment of their own interests and ambition. Read more →
China’s ‘Two Sessions’ paper over cracks in a troubled economy
The ‘Two Sessions’ held in the People’s Republic of China (PRC) in April sought to guarantee a smooth glide path towards the Chinese Communist Party (CCP)’s 20th Party Congress, scheduled for later this year. But instability rules almost everywhere.... Read more →
China Is Facing a Big Contradiction Between its Politics and its Economics
First published: themarket.ch 01-04-2022
This is an interview,
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