Market Thinking

making sense of the narrative


Category: Made in China 2025

China tells Pompeo, “I know what you did last Summer”

Today’s announcements from China need to be seen in the context of the last two years of steadily intensifying interference in Chinese affairs by the US as part of the new Cold War. At the 13th National People’s Congress we Read more…

Made in US 2025

When considering risk, it is always very easy to become gloomy and negative, which is why some of the most perspicacious advisors nevertheless fulfil the old maxim of “If you’re so clever why aren’t you rich?” They see risk and Read more…