Category: China

China articles

China’s financial clampdown will continue — for now

First published: Financial Times, 31/05/2017 The authorities reckoned that doing nothing was worse than trying to restore order The financial crackdown in China in the past three months flies in the face of the conventional wisdom that nothing would be

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Is China heading for a homemade banking crisis?

First published: Prospectmagazine.co.uk, 01/06/2017 Warnings about rising debt have not gone down well with China’s leaders. But without some drastic action a similar crash to the west’s 2008 will become increasingly likely Last week, Moody’s Investor Services, one of the

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China faces ‘acid test’ over credit bubble

Article by Michael Mackenzie: FT.com, 19/05/2017 This is a Financial Times Long View piece on China’s debt bubble, summarising a discussion I led with an audience at the FT on 15th May. Investors shouldn’t take their eyes off China as the

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Calm before the US-China trade storm

First published: Nikkei Asian Review, 6/03/2017 The Trump administration is likely to unleash a tough policy sooner or later Many Japanese might be reminded of their own thorny trade relations with the U.S. as they watch the current trade dispute

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Three factors behind a looming US-China trade war

First published: Nikkei Asian Review, 26/01/2017 Early indications suggest tit-for-tat actions could escalate into trade war Over a matter of days, the world has been treated to a curious spectacle. On the battlefield of globalization, in which trade has become

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