President Donald Trump believes that China is cheating its way back to the top. Is he right?
President Trump’s own clothing company mainly makes its clothing in China, highlighting the difficulty of unpicking the world’s complex supply chains. What are the real sources of US working class relative decline?
Apple engages in cost arbitrage to a great degree, providing an object lesson in America Inc’s complicity in America’s relative decline. But do they also distort the balance of trade?
Apple, alongside most other US multi-nationals, engages to a great degree in financial engineering. Has this fuelled inequity and populist resentment?
China is moving beyond the copycat model into a global leadership role in several industries. Has China experienced its own ‘Sputnik moment’?
Classical economics believes that invention results from financial incentives alone. But can other factors explain it?
President Trump’s awakening the US giant might hold the dragon at bay, but can he stop it?
We examine the evolution of China’s capital markets and its potential impact on global markets. Read more to understand the investment opportunity that we believe China offers.Explore
How are China's capital markets evolving? What should investors consider when investing in Chinese equities and bonds?Explore