Economist and Author

Emerging Markets

Firms that kowtow to China run the risk of corroding their brand
Brands with a presence in Xinjiang are going to come under pressure from their governments, China and their shareholders and millennials Read more →
Profit or principle is the hard choice for foreign companies in China
Foreign firms in China face growing corporate coercion there and rising corporate governance scrutiny at home Read more →
China’s Go-It-Alone Five-Year Plan
China's new Five-Year Plan focuses on self-reliance more than any other since its reform and opening up began. But authoritarianism, top-down directives, and social control are likely to stifle innovation and ambitious development goals. Read more →
ECONOMICS, NATIONAL SECURITY, AND THE COMPETITION WITH CHINA
The intersect between economic and national security is spawning turbulence and volatility in Sino-US and Sino-western relations Read more →
Whatever RCEP is, it’s not the answer to the slump in world trade
World trade expectations range between bounce back optimism to economic scarring. But RCEP isn't going to help as its creators say Read more →