Market Thinking

making sense of the narrative

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Tag: China

One world two systems

Since the Global Financial Crisis, the west has slowly woken up to the fact that China does not intend to play entirely by their rules. It has adapted its centralised approach to allow for market prices to send signals about Read more…


Is the CNY telling us something important?

While everything that is not Covid or Trump (or both) is getting pushed to the side at the moment, there are actually some really interesting things going on elsewhere that deserve our attention. In particular one trend that seems to Read more…


Back to 2015?

There were shades of 2015 in the Chinese markets this week as margin financing came roaring back in for China’s re-boot of the ‘can’t lose’ mentality recently adopted by the RobinHood day traders in the US – and still frankly Read more…


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 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…


Hong Kong

The original protests in Hong Kong began back in March and were both very large and largely peaceful. The catalyst for literally millions of Hong Kongers to march was a proposed law allowing for extradition from Hong Kong to Taiwan Read more…