Why Is the Post-WW2 Non-Annexation Norm So Weak?
The answer may lie the Latin truism: quod licet Iovi, non licet bovi. Or “What’s permissible for Jupiter is not permissible for an ox.”
SNAPSHOT: Sentiment Sours on China’s Delta Outbreak
The ongoing Delta outbreak in China is fueling worries of a significant manufacturing slowdown in the world’s second-largest economy.
Delta Outbreak Imperils China’s Economic Recovery
China’s Delta outbreak can still be contained, but it will come at an economic cost.
Global Forecast (8-2-2021)
Provincial capitals threatened in Afghanistan, Canadian economy nears pre-pandemic levels, and Chinese regulators change their tune.
China Tech Rout: Another Harbinger of US-China Decoupling?
A mounting regulatory crackdown is resonating in China’s equity markets, with some US institutional investors looking for the exits.
Regulatory Hammer Comes Down on China’s Didi
Early reports suggest record fines and strict data controls, freezing out future US-based listings by Chinese tech companies.
Supply Pinch Sustains Record Iron Prices
Moves by Beijing to cool iron prices can only go so far against a backdrop of lingering supply shortfalls.
Has China’s Economic Recovery Already Peaked?
Recent performance has been as-expected, but headwinds abound over the second half of 2021.
Decoupling with Chinese Characteristics: Beijing Moves to Reign in Offshore IPOs
The Didi IPO debacle will lend renewed momentum to US-China tech decoupling.