Market Thinking

making sense of the narrative


Category: China

George talks his book..

In a rare sighting, George Soros appeared in the Financial Times yesterday warning investors about investing in China. (The link is behind a paywall, but it appears in multiple other places, including here). This was interesting for a number of Read more…

In Reply to AEP on China

The comments sections in online newspapers can often be more interesting and informative than the original articles and sometimes as part of the daily research process we comment on articles ourselves; partly to help inform the debate, but partly as Read more…

Made in EU 2025?

As the US seems to be turning into late 1980s Japan, an Enterprise Owned State (EOS) becoming more isolationist as asset prices and the currency soar – and we all know how that ends – it strikes me that there Read more…