Chief economist at @EnodoEconomics Our focus is #China – one of the most misunderstood economies in the world, but one of the most important to figure out.
London
Joined June 2014
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Beijing's crackdown on Futu, Tiger Brokers and Longbridge isn't about capital controls. It's about building a controlled gateway between the #yuan and the #dollar.
Read my op-ed for @ChannelNewsAsia, link in the comments.
Trump admitted he discussed the $14bn #Taiwan arms package with Xi in great detail. That appears to breach the Six Assurances - the US commitment not to consult Beijing on arms sales to Taiwan.
Taiwan has become part of a broader US-China negotiation. There is no neutral outcome
Most analysts are still debating #China's industrial might. They're looking at the wrong thing.
What will shape the next 20 years is China's drive to financialise.
I joined the @MoneyWeek podcast and we covered a lot of ground 🧵
The framework – great power competition, the fracturing of globalisation, the contest over global capital markets – keeps proving out.
But getting the framework right is only half the battle. Most commentary still gets the driving forces wrong.
Interview: youtube.com/watch?v=67hsrnXN…
And if you want to stay ahead of what's actually moving in China, my team at @EnodoEconomics publishes ''China News That Matters'' every week – selecting the stories that matter for investors, markets and the global economy, and explaining why.
Subscribe: chinanewsthatmatters.carrd.c…
The full argument - why the Iran conflict is defending the petrodollar, not destroying it. My piece in the @WSJ: on.wsj.com/4u953zH
On air in under an hour to discuss what the war in #Iran means for the global economy.
With Joseph Stiglitz and Duncan Weldon on BBC Radio 4’s The Briefing Room, interviewed by David Aaronovitch. 16:00 UK.
Listen live or on BBC Sounds shortly after.
What’s next for the global economy and the impact of the war in #Iran?
Tune in to BBC Radio 4’s The Briefing Room today at 4pm (UK) to hear my discussion with Joseph Stiglitz and Duncan Weldon, interviewed by @DAaronovitch .
Happy #ChineseNewYear! 🔥🐎🔥
The #FireHorse symbolises bold transformation. But will 2026 bring actual change for #China – or will reality constrain ambition?
@EnodoEconomics is here to help you understand China's economy, politics & geopolitics and how they impact your world.
1️⃣/10
As #KeirStarmer heads to #Beijing, I keep finding myself asking a fairly basic question: what does “engaging #China” actually look like for the #UK now?
Because we’ve run through a few versions already. ⬇️
![Keir Starmer meeting Xi Jinping at the G20 Summit. Photo credit: Simon Dawson / No 10 Downing Street (CC BY 2.0). [Image edited to include Enodo Economics’ logo].](https://pbs.twimg.com/media/G_q7jwWWYAA1BSo.jpg?name=orig)
ALT Keir Starmer meeting Xi Jinping at the G20 Summit. Photo credit: Simon Dawson / No 10 Downing Street (CC BY 2.0). [Image edited to include Enodo Economics’ logo].
9️⃣/10 That demands far better understanding of both economies, and how their relationship is changing, than we’ve often shown. The hard part isn’t deciding whether to work with #China. It’s deciding where cooperation is sensible, and where the lines really are.⬇️