First published: Bloomberg Views, 10/01/2017
The irony of the yuan rally that took bears by surprise last week was that the surge came just days before China announced that its foreign currency reserves shrank by $41 billion in December.
China’s ‘trilemma’ makes it vulnerable to more shocks
First published: The Financial Times, 22/02/2016
The point at which Beijing has to choose its trade-off is approaching fast
The financial turbulence that gripped China and the rest of the world in the past few weeks has blown over for now.
What’s the end game for China?
First broadcast: Bloomberg TV, 13/08/2015
What’s the end game for China?
China’s renminbi move sets a risky precedent
First published: The Financial Times, 11/08/2015
Beijing called it a step towards financial liberalisation but that did little to mask the true nature of a decision that,
China’s City of London blessing is part of a bigger design
20th June, 2014
During Chinese Premier Li Keqiang’s visit to the UK this week,
China’s financial distress turns all too visible
First published: Financial Times, 19/03/2014
Country’s economic change will have deflationary consequences
Investors have a lot to worry about without cause to fret about China,