Market Thinking

making sense of the narrative


Category: Populism

Will a Jedi Return?

Note, this is not intended as a judgement on the likely outcome of today’s US Election. Instead it is intended to raise some long term structural conflicts which exist, but are to some extent concealed behind our traditional left/right or Read more…

State Owned Enterprise, or Enterprise Owned State?

For some, the new Cold War between China and the US is about a clash of ideologies, China replacing the Soviet Union as the ideological ‘other’, its failings to be highlighted and indeed exaggerated in order to demonstrate the virtues Read more…