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All I want for Christmas is Huawei

I started 2019 with a research note about The Asian Century, concluding that within ten years we would all be in the Belt and Road...

Will we get a good deal for Christmas?

The US and China announced their Phase One trade deal on Friday, though it has not yet been signed by either side. The deal reduces some...

Too early to talk of decoupling? Macro Macchiato 09/12/19

On Friday China announced that it would waive import tariffs for some soybeans and pork shipments from the US. It was promoted as a...

China's BRI hits a brick wall

I’ve been writing a course on the evolution of the Chinese shipping industry over the last 40 years and its likely trajectory over the...